TWM

TCFG Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.05M	Sell	21,300 -3,137	-13%	-$155K	0.48%	50
2025 Q1	$1.2M	Sell	24,437 -1,777	-7%	-$87.4K	0.6%	38
2024 Q4	$1.28M	Buy	26,214 +517	+2%	+$25.2K	0.64%	31
2024 Q3	$1.27M	Buy	+25,697	New	+$1.27M	0.64%	39