Summit Financial’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Summit Financial’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6M	Sell
2025 Q1	$8.41M	Buy
2024 Q4	$1.33M	Buy
2024 Q3	$1.1M	Buy