Vestmark Advisory Solutions’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 | $17.9M | Buy |
363,206
+185,184
| +104% | +$9.12M | 0.26% | 86 |
|
|
2025
Q1 | $8.75M | Buy |
178,022
+9,324
| +6% | +$458K | 0.23% | 110 |
|
|
2024
Q4 | $8.21M | Buy |
168,698
+34,628
| +26% | +$1.69M | 0.28% | 74 |
|
|
2024
Q3 | $6.62M | Buy |
134,070
+47,082
| +54% | +$2.33M | 0.25% | 82 |
|
|
2024
Q2 | $4.18M | Buy |
86,988
+67,331
| +343% | +$3.24M | 0.17% | 131 |
|
|
2024
Q1 | $948K | Buy |
+19,657
| New | +$948K | 0.04% | 320 |
|
|
2023
Q3 | – | Sell |
-8,565
| Closed | -$408K | – | 692 |
|
|
2023
Q2 | $408K | Buy |
+8,565
| New | +$408K | 0.02% | 632 |
|
|
2021
Q3 | – | Sell |
-4,593
| Closed | -$234K | – | 819 |
|
|
2021
Q2 | $234K | Buy |
+4,593
| New | +$234K | 0.02% | 699 |
|