Sweet Financial 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
2024 Q3	$11.3M	Sell	228,730 -709	-0.3%	-$35K	2.45%	6
2024 Q2	$11M	Buy	229,439 +2,717	+1%	+$131K	2.52%	7
2024 Q1	$10.9M	Buy	+226,722	New	+$10.9M	2.53%	7