Summit Financial’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	$6M	Sell	121,814 -49,276	-29%	-$2.43M	0.14%	135
2025 Q1	$8.41M	Buy	171,090 +143,845	+528%	+$7.07M	0.24%	77
2024 Q4	$1.33M	Buy	27,245 +4,950	+22%	+$241K	0.05%	267
2024 Q3	$1.1M	Buy	+22,295	New	+$1.1M	0.04%	241