Synergy Investment 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 Q2	–	Sell	-2,536	Closed	-$125K	–	366
2025 Q1	$125K	Buy	2,536 +145	+6%	+$7.13K	0.05%	155
2024 Q4	$116K	Buy	+2,391	New	+$116K	0.05%	163