Valley Financial Group’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 | $644K | Buy |
13,078
+541
| +4% | +$26.7K | 0.39% | 31 |
|
|
2025
Q1 | $616K | Buy |
12,537
+713
| +6% | +$35.1K | 0.41% | 30 |
|
|
2024
Q4 | $575K | Buy |
11,824
+81
| +0.7% | +$3.94K | 0.4% | 30 |
|
|
2024
Q3 | $580K | Hold |
11,743
| – | – | 0.41% | 33 |
|
|
2024
Q2 | $564K | Hold |
11,743
| – | – | 0.41% | 31 |
|
|
2024
Q1 | $567K | Hold |
11,743
| – | – | 0.43% | 31 |
|
|
2023
Q4 | $567K | Buy |
+11,743
| New | +$567K | 0.44% | 30 |
|