Towerpoint Wealth’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 | $866K | Buy |
17,580
+350
| +2% | +$17.2K | 0.38% | 45 |
|
|
2025
Q1 | $847K | Buy |
17,230
+548
| +3% | +$26.9K | 0.42% | 44 |
|
|
2024
Q4 | $812K | Buy |
16,682
+471
| +3% | +$22.9K | 0.4% | 41 |
|
|
2024
Q3 | $801K | Sell |
16,211
-602
| -4% | -$29.7K | 0.38% | 41 |
|
|
2024
Q2 | $808K | Sell |
16,813
-293
| -2% | -$14.1K | 0.4% | 39 |
|
|
2024
Q1 | $825K | Sell |
17,106
-114
| -0.7% | -$5.5K | 0.41% | 39 |
|
|
2023
Q4 | $832K | Sell |
17,220
-380
| -2% | -$18.4K | 0.45% | 36 |
|
|
2023
Q3 | $831K | Sell |
17,600
-436
| -2% | -$20.6K | 0.49% | 32 |
|
|
2023
Q2 | $860K | Buy |
18,036
+124
| +0.7% | +$5.91K | 0.48% | 35 |
|
|
2023
Q1 | $857K | Buy |
17,912
+2,122
| +13% | +$102K | 0.49% | 36 |
|
|
2022
Q4 | $749K | Sell |
15,790
-247
| -2% | -$11.7K | 0.43% | 41 |
|
|
2022
Q3 | $759K | Buy |
16,037
+1,909
| +14% | +$90.3K | 0.46% | 38 |
|
|
2022
Q2 | $682K | Sell |
14,128
-40
| -0.3% | -$1.93K | 0.41% | 43 |
|
|
2022
Q1 | $694K | Sell |
14,168
-880
| -6% | -$43.1K | 0.34% | 44 |
|
|
2021
Q4 | $752K | Buy |
15,048
+708
| +5% | +$35.4K | 0.36% | 40 |
|
|
2021
Q3 | $725K | Buy |
14,340
+803
| +6% | +$40.6K | 0.36% | 38 |
|
|
2021
Q2 | $689K | Buy |
13,537
+610
| +5% | +$31K | 0.34% | 40 |
|
|
2021
Q1 | $660K | Buy |
12,927
+1,706
| +15% | +$87.1K | 0.32% | 40 |
|
|
2020
Q4 | $578K | Buy |
11,221
+805
| +8% | +$41.5K | 0.29% | 37 |
|
|
2020
Q3 | $538K | Buy |
10,416
+1,650
| +19% | +$85.2K | 0.3% | 36 |
|
|
2020
Q2 | $453K | Buy |
8,766
+1,870
| +27% | +$96.6K | 0.28% | 37 |
|
|
2020
Q1 | $352K | Buy |
6,896
+300
| +5% | +$15.3K | 0.28% | 35 |
|
|
2019
Q4 | $342K | Sell |
6,596
-386
| -6% | -$20K | 0.23% | 40 |
|
|
2019
Q3 | $363K | Sell |
6,982
-107
| -2% | -$5.56K | 0.25% | 37 |
|
|
2019
Q2 | $367K | Hold |
7,089
| – | – | 0.26% | 37 |
|
|
2019
Q1 | $364K | Hold |
7,089
| – | – | 0.25% | 38 |
|
|
2018
Q4 | $362K | Buy |
+7,089
| New | +$362K | 0.29% | 31 |
|