Truist Financial’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 | $12.9M | Buy |
258,680
+16,871
| +7% | +$846K | 0.02% | 532 |
|
|
2025
Q4 | $12.1M | Sell |
241,809
-5,039
| -2% | -$252K | 0.02% | 549 |
|
|
2025
Q3 | $12.3M | Sell |
246,848
-14,598
| -6% | -$723K | 0.02% | 545 |
|
|
2025
Q2 | $12.9M | Sell |
261,446
-6,151
| -2% | -$301K | 0.02% | 521 |
|
|
2025
Q1 | $13.2M | Buy |
267,597
+7,090
| +3% | +$346K | 0.02% | 492 |
|
|
2024
Q4 | $12.7M | Buy |
260,507
+2,200
| +0.9% | +$107K | 0.02% | 506 |
|
|
2024
Q3 | $12.8M | Buy |
258,307
+4,830
| +2% | +$236K | 0.02% | 504 |
|
|
2024
Q2 | $12.2M | Sell |
253,477
-11,564
| -4% | -$555K | 0.02% | 537 |
|
|
2024
Q1 | $12.8M | Sell |
265,041
-29,442
| -10% | -$1.42M | 0.02% | 541 |
|
|
2023
Q4 | $14.2M | Sell |
294,483
-308,187
| -51% | -$14.6M | 0.02% | 503 |
|
|
2023
Q3 | $28.5M | Sell |
602,670
-38,928
| -6% | -$1.85M | 0.05% | 322 |
|
|
2023
Q2 | $30.6M | Sell |
641,598
-207,602
| -24% | -$9.95M | 0.05% | 317 |
|
|
2023
Q1 | $40.7M | Sell |
849,200
-109,146
| -11% | -$5.22M | 0.07% | 250 |
|
|
2022
Q4 | $45.4M | Sell |
958,346
-2,125
| -0.2% | -$100K | 0.08% | 227 |
|
|
2022
Q3 | $45.5M | Sell |
960,471
-82,646
| -8% | -$3.99M | 0.09% | 216 |
|
|
2022
Q2 | $50.4M | Buy |
1,043,117
+244,731
| +31% | +$11.9M | 0.09% | 205 |
|
|
2022
Q1 | $39.1M | Sell |
798,386
-89,359
| -10% | -$4.43M | 0.06% | 275 |
|
|
2021
Q4 | $44.4M | Sell |
887,745
-119,257
| -12% | -$6M | 0.07% | 266 |
|
|
2021
Q3 | $50.9M | Sell |
1,007,002
-22,256
| -2% | -$1.13M | 0.08% | 226 |
|
|
2021
Q2 | $52.4M | Sell |
1,029,258
-714,005
| -41% | -$36.5M | 0.09% | 227 |
|
|
2021
Q1 | $89M | Buy |
1,743,263
+1,073,669
| +160% | +$55.2M | 0.16% | 151 |
|
|
2020
Q4 | $34.5M | Buy |
669,594
+39,601
| +6% | +$2.04M | 0.07% | 270 |
|
|
2020
Q3 | $32.6M | Buy |
629,993
+106,545
| +20% | +$5.51M | 0.07% | 255 |
|
|
2020
Q2 | $27.1M | Buy |
523,448
+137,305
| +36% | +$7.09M | 0.06% | 286 |
|
|
2020
Q1 | $19.7M | Buy |
386,143
+6,288
| +2% | +$326K | 0.05% | 347 |
|
|
2019
Q4 | $19.7M | Buy |
+379,855
| New | +$19.7M | 0.04% | 416 |
|
Other funds holding LMBS
