Tyler-Stone Wealth Management’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 | $870K | Sell |
17,654
-3,497
| -17% | -$172K | 0.14% | 137 |
|
|
2025
Q1 | $1.04M | Sell |
21,151
-100
| -0.5% | -$4.92K | 0.19% | 106 |
|
|
2024
Q4 | $1.03M | Buy |
21,251
+5,082
| +31% | +$247K | 0.18% | 102 |
|
|
2024
Q3 | $799K | Buy |
16,169
+8,521
| +111% | +$421K | 0.15% | 131 |
|
|
2024
Q2 | $367K | Buy |
7,648
+1,128
| +17% | +$54.2K | 0.15% | 123 |
|
|
2024
Q1 | $315K | Buy |
6,520
+373
| +6% | +$18K | 0.14% | 136 |
|
|
2023
Q4 | $297K | Sell |
6,147
-397
| -6% | -$19.2K | 0.15% | 137 |
|
|
2023
Q3 | $309K | Buy |
6,544
+617
| +10% | +$29.1K | 0.18% | 113 |
|
|
2023
Q2 | $283K | Buy |
+5,927
| New | +$283K | 0.16% | 122 |
|
|
2022
Q4 | $605K | Sell |
12,762
-4,832
| -27% | -$229K | 0.41% | 58 |
|
|
2022
Q3 | $833K | Buy |
17,594
+4,200
| +31% | +$199K | 0.64% | 33 |
|
|
2022
Q2 | $647K | Buy |
13,394
+471
| +4% | +$22.8K | 0.43% | 53 |
|
|
2022
Q1 | $633K | Sell |
12,923
-191
| -1% | -$9.36K | 0.35% | 63 |
|
|
2021
Q4 | $656K | Buy |
+13,114
| New | +$656K | 0.35% | 59 |
|