Synergy Asset Management’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 Q1	–	Sell	-5	Closed	-$247	–	509
2024 Q4	$247	Buy	+5	New	+$247	﹤0.01%	818
2023 Q4	–	Sell	-4,697	Closed	-$222K	–	165
2023 Q3	$222K	Buy	+4,697	New	+$222K	0.04%	118