Valley Financial Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Valley Financial Group’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$644K	Buy
2025 Q1	$616K	Buy
2024 Q4	$575K	Buy
2024 Q3	$580K	Hold
2024 Q2	$564K	Hold
2024 Q1	$567K	Hold
2023 Q4	$567K	Buy