Stratos Wealth Partners’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.09M | Sell |
102,125
-977
| -0.9% | -$49K | 0.06% | 331 |
|
|
2025
Q4 | $5.15M | Sell |
103,102
-4,583
| -4% | -$229K | 0.06% | 318 |
|
|
2025
Q3 | $5.36M | Sell |
107,685
-18,831
| -15% | -$932K | 0.06% | 299 |
|
|
2025
Q2 | $6.23M | Sell |
126,516
-9,689
| -7% | -$474K | 0.08% | 240 |
|
|
2025
Q1 | $6.7M | Sell |
136,205
-13,206
| -9% | -$645K | 0.1% | 205 |
|
|
2024
Q4 | $7.27M | Sell |
149,411
-16,711
| -10% | -$816K | 0.1% | 204 |
|
|
2024
Q3 | $8.21M | Buy |
166,122
+12,976
| +8% | +$635K | 0.12% | 179 |
|
|
2024
Q2 | $7.36M | Buy |
153,146
+5,078
| +3% | +$244K | 0.12% | 177 |
|
|
2024
Q1 | $7.14M | Sell |
148,068
-6,737
| -4% | -$325K | 0.12% | 181 |
|
|
2023
Q4 | $7.48M | Buy |
154,805
+29,562
| +24% | +$1.4M | 0.14% | 160 |
|
|
2023
Q3 | $5.92M | Sell |
125,243
-804
| -0.6% | -$38.2K | 0.13% | 172 |
|
|
2023
Q2 | $6.01M | Buy |
126,047
+5,627
| +5% | +$270K | 0.14% | 164 |
|
|
2023
Q1 | $5.76M | Sell |
120,420
-16,676
| -12% | -$798K | 0.15% | 145 |
|
|
2022
Q4 | $6.5M | Sell |
137,096
-3,069
| -2% | -$145K | 0.16% | 139 |
|
|
2022
Q3 | $6.64M | Buy |
140,165
+34,369
| +32% | +$1.66M | 0.19% | 112 |
|
|
2022
Q2 | $5.11M | Buy |
105,796
+7,061
| +7% | +$343K | 0.13% | 163 |
|
|
2022
Q1 | $4.83M | Buy |
98,735
+11,109
| +13% | +$550K | 0.11% | 195 |
|
|
2021
Q4 | $4.38M | Sell |
87,626
-35,929
| -29% | -$1.81M | 0.1% | 203 |
|
|
2021
Q3 | $6.25M | Sell |
123,555
-3,671
| -3% | -$186K | 0.16% | 140 |
|
|
2021
Q2 | $6.48M | Sell |
127,226
-7,035
| -5% | -$359K | 0.16% | 138 |
|
|
2021
Q1 | $6.86M | Sell |
134,261
-69,699
| -34% | -$3.58M | 0.19% | 117 |
|
|
2020
Q4 | $10.5M | Buy |
203,960
+39,173
| +24% | +$2.02M | 0.31% | 66 |
|
|
2020
Q3 | $8.52M | Buy |
164,787
+23,894
| +17% | +$1.24M | 0.28% | 82 |
|
|
2020
Q2 | $7.28M | Buy |
140,893
+63,046
| +81% | +$3.26M | 0.26% | 87 |
|
|
2020
Q1 | $3.97M | Sell |
77,847
-33,608
| -30% | -$1.75M | 0.18% | 115 |
|
|
2019
Q4 | $5.77M | Buy |
111,455
+9,321
| +9% | +$484K | 0.23% | 95 |
|
|
2019
Q3 | $5.31M | Buy |
102,134
+3,708
| +4% | +$192K | 0.23% | 93 |
|
|
2019
Q2 | $5.09M | Buy |
98,426
+16,577
| +20% | +$853K | 0.22% | 94 |
|
|
2019
Q1 | $4.2M | Sell |
81,849
-13,657
| -14% | -$699K | 0.19% | 108 |
|
|
2018
Q4 | $4.88M | Buy |
95,506
+31,312
| +49% | +$1.59M | 0.25% | 83 |
|
|
2018
Q3 | $3.27M | Buy |
64,194
+3,920
| +7% | +$200K | 0.15% | 148 |
|
|
2018
Q2 | $3.08M | Buy |
60,274
+37,024
| +159% | +$1.9M | 0.14% | 167 |
|
|
2018
Q1 | $1.19M | Buy |
23,250
+5,468
| +31% | +$282K | 0.05% | 328 |
|
|
2017
Q4 | $918K | Buy |
17,782
+2,582
| +17% | +$134K | 0.04% | 368 |
|
|
2017
Q3 | $790K | Sell |
15,200
-1,732
| -10% | -$90.3K | 0.04% | 382 |
|
|
2017
Q2 | $882K | Buy |
16,932
+2,730
| +19% | +$142K | 0.05% | 318 |
|
|
2017
Q1 | $739K | Buy |
+14,202
| New | +$741K | 0.04% | 332 |
|
Other funds holding LMBS
