TCM
Triumph Capital 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 | $5.7M | Buy |
115,777
+4,002
| +4% | +$197K | 1.71% | 11 |
|
|
2025
Q1 | $5.49M | Buy |
111,775
+5,225
| +5% | +$257K | 1.83% | 9 |
|
|
2024
Q4 | $5.19M | Buy |
106,550
+65,024
| +157% | +$3.16M | 1.77% | 11 |
|
|
2024
Q3 | $2.05M | Buy |
41,526
+20,308
| +96% | +$1M | 0.73% | 31 |
|
|
2024
Q2 | $1.02M | Sell |
21,218
-633
| -3% | -$30.4K | 0.4% | 60 |
|
|
2024
Q1 | $1.05M | Sell |
21,851
-13,321
| -38% | -$640K | 0.43% | 51 |
|
|
2023
Q4 | $1.7M | Sell |
35,172
-40,832
| -54% | -$1.97M | 0.72% | 32 |
|
|
2023
Q3 | $3.59M | Sell |
76,004
-3,814
| -5% | -$180K | 1.63% | 12 |
|
|
2023
Q2 | $3.8M | Buy |
+79,818
| New | +$3.8M | 1.72% | 12 |
|
|
2022
Q4 | – | Sell |
-54,516
| Closed | -$2.58M | – | 232 |
|
|
2022
Q3 | $2.58M | Sell |
54,516
-6,327
| -10% | -$300K | 1.41% | 18 |
|
|
2022
Q2 | $2.94M | Sell |
60,843
-16,169
| -21% | -$781K | 1.55% | 13 |
|
|
2022
Q1 | $3.77M | Buy |
77,012
+31,113
| +68% | +$1.52M | 1.63% | 12 |
|
|
2021
Q4 | $2.29M | Sell |
45,899
-1,997
| -4% | -$99.8K | 0.99% | 23 |
|
|
2021
Q3 | $2.42M | Buy |
+47,896
| New | +$2.42M | 1.13% | 23 |
|