United Capital Financial 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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $874K | Sell |
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|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $1.45M | Sell |
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|
2024
Q4 | $1.88M | Sell |
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|
2024
Q3 | $2.11M | Sell |
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|
2024
Q2 | $2.47M | Sell |
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|
2024
Q1 | $2.82M | Sell |
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|
2023
Q4 | $4.84M | Sell |
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|
2023
Q3 | $13.4M | Sell |
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|
2023
Q2 | $16.6M | Sell |
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|
2023
Q1 | $28.6M | Sell |
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|
2022
Q4 | $40.7M | Sell |
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|
2022
Q3 | $53.9M | Sell |
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|
2022
Q2 | $71M | Sell |
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|
2022
Q1 | $79M | Sell |
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|
2021
Q4 | $84.3M | Buy |
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|
2021
Q3 | $84M | Buy |
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|
2021
Q2 | $79.8M | Buy |
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|
2021
Q1 | $78M | Buy |
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|
2020
Q4 | $75M | Buy |
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|
2020
Q3 | $71.8M | Buy |
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|
2020
Q2 | $70.4M | Buy |
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|
2020
Q1 | $65.4M | Buy |
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|
2019
Q4 | $63.3M | Buy |
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|
2019
Q3 | $59.9M | Buy |
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|
2019
Q2 | $56.1M | Buy |
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|
2019
Q1 | $51.7M | Buy |
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|
2018
Q4 | $46.1M | Buy |
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|
2018
Q3 | $37.3M | Buy |
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|
2018
Q2 | $32.2M | Buy |
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|
2018
Q1 | $26.2M | Buy |
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|
2017
Q4 | $16.8M | Buy |
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|
2017
Q3 | $15.2M | Buy |
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