Team Financial Group’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 | $1.01M | Buy |
20,408
+7,231
| +55% | +$356K | 0.49% | 16 |
|
|
2025
Q1 | $648K | Buy |
13,177
+5,206
| +65% | +$256K | 0.37% | 20 |
|
|
2024
Q4 | $388K | Buy |
7,971
+3,735
| +88% | +$182K | 0.22% | 28 |
|
|
2024
Q3 | $209K | Buy |
+4,236
| New | +$209K | 0.12% | 36 |
|
|
2024
Q1 | – | Sell |
-224
| Closed | -$10.8K | – | 134 |
|
|
2023
Q4 | $10.8K | Buy |
224
+3
| +1% | +$145 | 0.01% | 113 |
|
|
2023
Q3 | $10.5K | Buy |
+221
| New | +$10.5K | 0.01% | 115 |
|