Vishria Bird 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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $746K | Sell |
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|
2025
Q1 | $800K | Sell |
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|
2024
Q4 | $797K | Hold |
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|
2024
Q3 | $809K | Sell |
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|
2024
Q2 | $808K | Hold |
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|
2024
Q1 | $811K | Hold |
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|
2023
Q4 | $812K | Hold |
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|
2023
Q3 | $794K | Hold |
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|
2023
Q2 | $801K | Sell |
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|
2023
Q1 | $813K | Sell |
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|
2022
Q4 | $821K | Sell |
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|
2022
Q3 | $2.7M | Sell |
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|
2022
Q2 | $3.22M | Sell |
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|
2022
Q1 | $3.51M | Sell |
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|
2021
Q4 | $17M | Buy |
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|
2021
Q3 | $15.9M | Buy |
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|
2021
Q2 | $6.21M | Buy |
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|
2021
Q1 | $1.83M | Sell |
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|
2020
Q4 | $2.15M | Buy |
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|
2020
Q3 | $1.29M | Buy |
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|
2020
Q2 | $380K | Hold |
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|
2020
Q1 | $375K | Buy |
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