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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.9M | Sell |
261,446
-6,151
| -2% | -$303K | 0.02% | 520 |
|
2025
Q1 | $13.2M | Buy |
267,597
+7,090
| +3% | +$349K | 0.02% | 490 |
|
2024
Q4 | $12.7M | Buy |
260,507
+2,200
| +0.9% | +$107K | 0.02% | 504 |
|
2024
Q3 | $12.8M | Buy |
258,307
+4,830
| +2% | +$239K | 0.02% | 501 |
|
2024
Q2 | $12.2M | Sell |
253,477
-11,564
| -4% | -$556K | 0.02% | 535 |
|
2024
Q1 | $12.8M | Sell |
265,041
-29,442
| -10% | -$1.42M | 0.02% | 540 |
|
2023
Q4 | $14.2M | Sell |
294,483
-308,187
| -51% | -$14.9M | 0.02% | 502 |
|
2023
Q3 | $28.5M | Sell |
602,670
-38,928
| -6% | -$1.84M | 0.05% | 321 |
|
2023
Q2 | $30.6M | Sell |
641,598
-207,602
| -24% | -$9.9M | 0.05% | 316 |
|
2023
Q1 | $40.7M | Sell |
849,200
-109,146
| -11% | -$5.22M | 0.07% | 249 |
|
2022
Q4 | $45.4M | Sell |
958,346
-2,125
| -0.2% | -$101K | 0.08% | 226 |
|
2022
Q3 | $45.5M | Sell |
960,471
-82,646
| -8% | -$3.91M | 0.09% | 215 |
|
2022
Q2 | $50.4M | Buy |
1,043,117
+244,731
| +31% | +$11.8M | 0.09% | 204 |
|
2022
Q1 | $39.1M | Sell |
798,386
-89,359
| -10% | -$4.37M | 0.06% | 274 |
|
2021
Q4 | $44.4M | Sell |
887,745
-119,257
| -12% | -$5.96M | 0.07% | 265 |
|
2021
Q3 | $50.9M | Sell |
1,007,002
-22,256
| -2% | -$1.13M | 0.08% | 225 |
|
2021
Q2 | $52.4M | Sell |
1,029,258
-714,005
| -41% | -$36.3M | 0.09% | 226 |
|
2021
Q1 | $89M | Buy |
1,743,263
+1,073,669
| +160% | +$54.8M | 0.15% | 151 |
|
2020
Q4 | $34.5M | Buy |
669,594
+39,601
| +6% | +$2.04M | 0.07% | 269 |
|
2020
Q3 | $32.6M | Buy |
629,993
+106,545
| +20% | +$5.51M | 0.07% | 254 |
|
2020
Q2 | $27.1M | Buy |
523,448
+137,305
| +36% | +$7.1M | 0.06% | 285 |
|
2020
Q1 | $19.7M | Buy |
386,143
+6,288
| +2% | +$321K | 0.05% | 346 |
|
2019
Q4 | $19.7M | Buy |
+379,855
| New | +$19.7M | 0.04% | 415 |
|