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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
21,895
-7,663
| -26% | -$377K | 0.01% | 567 |
|
|
2025
Q1 | $1.45M | Sell |
29,558
-9,125
| -24% | -$449K | 0.01% | 486 |
|
|
2024
Q4 | $1.88M | Sell |
38,683
-4,042
| -9% | -$197K | 0.02% | 425 |
|
|
2024
Q3 | $2.11M | Sell |
42,725
-8,682
| -17% | -$429K | 0.02% | 405 |
|
|
2024
Q2 | $2.47M | Sell |
51,407
-7,101
| -12% | -$341K | 0.02% | 363 |
|
|
2024
Q1 | $2.82M | Sell |
58,508
-41,597
| -42% | -$2.01M | 0.02% | 365 |
|
|
2023
Q4 | $4.84M | Sell |
100,105
-184,125
| -65% | -$8.9M | 0.04% | 295 |
|
|
2023
Q3 | $13.4M | Sell |
284,230
-64,643
| -19% | -$3.05M | 0.09% | 193 |
|
|
2023
Q2 | $16.6M | Sell |
348,873
-249,390
| -42% | -$11.9M | 0.09% | 180 |
|
|
2023
Q1 | $28.6M | Sell |
598,263
-260,553
| -30% | -$12.5M | 0.16% | 122 |
|
|
2022
Q4 | $40.7M | Sell |
858,816
-280,110
| -25% | -$13.3M | 0.23% | 91 |
|
|
2022
Q3 | $53.9M | Sell |
1,138,926
-331,783
| -23% | -$15.7M | 0.32% | 66 |
|
|
2022
Q2 | $71M | Sell |
1,470,709
-143,861
| -9% | -$6.95M | 0.39% | 48 |
|
|
2022
Q1 | $79M | Sell |
1,614,570
-72,488
| -4% | -$3.55M | 0.38% | 49 |
|
|
2021
Q4 | $84.3M | Buy |
1,687,058
+26,442
| +2% | +$1.32M | 0.39% | 50 |
|
|
2021
Q3 | $84M | Buy |
1,660,616
+92,536
| +6% | +$4.68M | 0.42% | 46 |
|
|
2021
Q2 | $79.8M | Buy |
1,568,080
+40,730
| +3% | +$2.07M | 0.4% | 48 |
|
|
2021
Q1 | $78M | Buy |
1,527,350
+70,583
| +5% | +$3.6M | 0.43% | 48 |
|
|
2020
Q4 | $75M | Buy |
1,456,767
+67,885
| +5% | +$3.49M | 0.45% | 45 |
|
|
2020
Q3 | $71.8M | Buy |
1,388,882
+26,760
| +2% | +$1.38M | 0.47% | 41 |
|
|
2020
Q2 | $70.4M | Buy |
1,362,122
+79,885
| +6% | +$4.13M | 0.51% | 37 |
|
|
2020
Q1 | $65.4M | Buy |
1,282,237
+60,906
| +5% | +$3.11M | 0.54% | 29 |
|
|
2019
Q4 | $63.3M | Buy |
1,221,331
+69,977
| +6% | +$3.62M | 0.41% | 45 |
|
|
2019
Q3 | $59.9M | Buy |
1,151,354
+65,030
| +6% | +$3.38M | 0.42% | 45 |
|
|
2019
Q2 | $56.1M | Buy |
1,086,324
+78,744
| +8% | +$4.07M | 0.37% | 57 |
|
|
2019
Q1 | $51.7M | Buy |
1,007,580
+103,663
| +11% | +$5.32M | 0.36% | 58 |
|
|
2018
Q4 | $46.1M | Buy |
903,917
+173,088
| +24% | +$8.84M | 0.37% | 60 |
|
|
2018
Q3 | $37.3M | Buy |
730,829
+100,655
| +16% | +$5.13M | 0.26% | 86 |
|
|
2018
Q2 | $32.2M | Buy |
630,174
+119,586
| +23% | +$6.12M | 0.24% | 94 |
|
|
2018
Q1 | $26.2M | Buy |
510,588
+185,495
| +57% | +$9.53M | 0.2% | 121 |
|
|
2017
Q4 | $16.8M | Buy |
325,093
+33,605
| +12% | +$1.74M | 0.13% | 180 |
|
|
2017
Q3 | $15.2M | Buy |
+291,488
| New | +$15.2M | 0.13% | 190 |
|