TD Capital 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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.7M | Buy |
314,942
+7,575
| +2% | +$380K | 1.41% | 18 |
|
|
2025
Q4 | $15.4M | Buy |
307,367
+1,351
| +0.4% | +$67.5K | 1.36% | 18 |
|
|
2025
Q3 | $15.2M | Sell |
306,016
-4,684
| -2% | -$232K | 1.37% | 18 |
|
|
2025
Q2 | $15.3M | Sell |
310,700
-1,633
| -0.5% | -$79.9K | 1.44% | 17 |
|
|
2025
Q1 | $15.4M | Sell |
312,333
-582
| -0.2% | -$28.4K | 1.56% | 16 |
|
|
2024
Q4 | $15.2M | Sell |
312,915
-49,244
| -14% | -$2.41M | 1.55% | 15 |
|
|
2024
Q3 | $17.9M | Buy |
362,159
+22,706
| +7% | +$1.11M | 1.79% | 14 |
|
|
2024
Q2 | $16.3M | Buy |
339,453
+30,856
| +10% | +$1.48M | 1.71% | 15 |
|
|
2024
Q1 | $14.9M | Buy |
308,597
+7,300
| +2% | +$352K | 1.59% | 18 |
|
|
2023
Q4 | $14.6M | Sell |
301,297
-2,749
| -0.9% | -$130K | 1.66% | 17 |
|
|
2023
Q3 | $14.4M | Sell |
304,046
-7,658
| -2% | -$364K | 1.76% | 19 |
|
|
2023
Q2 | $14.9M | Buy |
311,704
+34,472
| +12% | +$1.65M | 1.78% | 17 |
|
|
2023
Q1 | $13.3M | Buy |
277,232
+8,846
| +3% | +$423K | 1.64% | 20 |
|
|
2022
Q4 | $12.7M | Sell |
268,386
-9,817
| -4% | -$464K | 1.66% | 18 |
|
|
2022
Q3 | $13.2M | Buy |
278,203
+16,368
| +6% | +$790K | 1.83% | 18 |
|
|
2022
Q2 | $12.6M | Sell |
261,835
-16,841
| -6% | -$818K | 1.71% | 17 |
|
|
2022
Q1 | $13.6M | Sell |
278,676
-10,925
| -4% | -$541K | 1.63% | 16 |
|
|
2021
Q4 | $14.5M | Sell |
289,601
-9,053
| -3% | -$455K | 1.63% | 17 |
|
|
2021
Q3 | $15.1M | Buy |
298,654
+3,549
| +1% | +$180K | 1.85% | 17 |
|
|
2021
Q2 | $15M | Buy |
295,105
+35,858
| +14% | +$1.83M | 1.87% | 17 |
|
|
2021
Q1 | $13.2M | Sell |
259,247
-10,952
| -4% | -$563K | 1.75% | 17 |
|
|
2020
Q4 | $13.9M | Sell |
270,199
-21,049
| -7% | -$1.09M | 1.92% | 17 |
|
|
2020
Q3 | $15.1M | Sell |
291,248
-8,773
| -3% | -$454K | 2.27% | 16 |
|
|
2020
Q2 | $15.5M | Sell |
300,021
-25,248
| -8% | -$1.3M | 2.54% | 14 |
|
|
2020
Q1 | $16.6M | Sell |
325,269
-14,869
| -4% | -$772K | 3.05% | 12 |
|
|
2019
Q4 | $17.6M | Sell |
340,138
-176,736
| -34% | -$9.17M | 2.88% | 10 |
|
|
2019
Q3 | $26.9M | Sell |
516,874
-40,334
| -7% | -$2.09M | 4.81% | 8 |
|
|
2019
Q2 | $28.8M | Buy |
557,208
+40,076
| +8% | +$2.06M | 5.84% | 6 |
|
|
2019
Q1 | $26.5M | Buy |
517,132
+156,146
| +43% | +$7.99M | 5.59% | 7 |
|
|
2018
Q4 | $18.4M | Buy |
360,986
+305,210
| +547% | +$15.5M | 4.54% | 8 |
|
|
2018
Q3 | $2.84M | Buy |
+55,776
| New | +$2.85M | 0.73% | 23 |
|
Other funds holding LMBS
