Summit 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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Buy |
10,032
+310
| +3% | +$15.3K | 0.09% | 133 |
|
|
2025
Q1 | $478K | Buy |
+9,722
| New | +$478K | 0.1% | 129 |
|
|
2024
Q4 | – | Sell |
-9,403
| Closed | -$465K | – | 222 |
|
|
2024
Q3 | $465K | Sell |
9,403
-82
| -0.9% | -$4.05K | 0.09% | 142 |
|
|
2024
Q2 | $456K | Sell |
9,485
-548
| -5% | -$26.3K | 0.09% | 142 |
|
|
2024
Q1 | $484K | Buy |
+10,033
| New | +$484K | 0.1% | 135 |
|