U.S. Capital Wealth Advisors’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 | $2.9M | Sell |
58,923
-9,144
| -13% | -$450K | 0.08% | 231 |
|
|
2025
Q1 | $3.35M | Buy |
68,067
+17,401
| +34% | +$855K | 0.1% | 206 |
|
|
2024
Q4 | $2.47M | Buy |
50,666
+45,129
| +815% | +$2.2M | 0.08% | 263 |
|
|
2024
Q3 | $274K | Buy |
+5,537
| New | +$274K | 0.01% | 607 |
|
|
2023
Q1 | – | Sell |
-3,000
| Closed | -$142K | – | 1132 |
|
|
2022
Q4 | $142K | Buy |
+3,000
| New | +$142K | 0.01% | 676 |
|
|
2022
Q2 | – | Sell |
-8,686
| Closed | -$425K | – | 706 |
|
|
2022
Q1 | $425K | Buy |
8,686
+900
| +12% | +$44K | 0.02% | 543 |
|
|
2021
Q4 | $389K | Sell |
7,786
-6,471
| -45% | -$323K | 0.02% | 556 |
|
|
2021
Q3 | $721K | Buy |
+14,257
| New | +$721K | 0.03% | 444 |
|