StrongBox Wealth’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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $812K | Buy |
16,475
+100
| +0.6% | +$4.93K | 0.31% | 53 |
|
|
2025
Q1 | $805K | Buy |
+16,375
| New | +$805K | 0.34% | 53 |
|
|
2022
Q2 | – | Sell |
-4,279
| Closed | -$209K | – | 87 |
|
|
2022
Q1 | $209K | Sell |
4,279
-14,787
| -78% | -$722K | 0.12% | 86 |
|
|
2021
Q4 | $953K | Sell |
19,066
-6,800
| -26% | -$340K | 0.48% | 57 |
|
|
2021
Q3 | $1.31M | Buy |
25,866
+1,106
| +4% | +$55.9K | 0.73% | 47 |
|
|
2021
Q2 | $1.26M | Buy |
24,760
+1,265
| +5% | +$64.4K | 0.72% | 45 |
|
|
2021
Q1 | $1.2M | Buy |
+23,495
| New | +$1.2M | 0.74% | 41 |
|