Tanager Wealth 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 |
-8,892
| Closed | -$437K | – | 127 |
|
|
2025
Q1 | $437K | Hold |
8,892
| – | – | 0.06% | 75 |
|
|
2024
Q4 | $433K | Hold |
8,892
| – | – | 0.06% | 70 |
|
|
2024
Q3 | $439K | Hold |
8,892
| – | – | 0.06% | 70 |
|
|
2024
Q2 | $427K | Hold |
8,892
| – | – | 0.06% | 62 |
|
|
2024
Q1 | $429K | Sell |
8,892
-527
| -6% | -$25.4K | 0.07% | 63 |
|
|
2023
Q4 | $455K | Sell |
9,419
-1,860
| -16% | -$89.9K | 0.08% | 55 |
|
|
2023
Q3 | $533K | Sell |
11,279
-5,219
| -32% | -$247K | 0.11% | 47 |
|
|
2023
Q2 | $786K | Sell |
16,498
-115
| -0.7% | -$5.48K | 0.17% | 42 |
|
|
2023
Q1 | $795K | Buy |
16,613
+912
| +6% | +$43.7K | 0.19% | 40 |
|
|
2022
Q4 | $744K | Buy |
+15,701
| New | +$744K | 0.2% | 40 |
|
|
2022
Q2 | – | Sell |
-5,141
| Closed | -$252K | – | 43 |
|
|
2022
Q1 | $252K | Sell |
5,141
-83,798
| -94% | -$4.11M | 0.19% | 33 |
|
|
2021
Q4 | $4.45M | Buy |
+88,939
| New | +$4.45M | 3.36% | 6 |
|