Visionary Wealth 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 | $3.85M | Sell |
78,056
-8,208
| -10% | -$404K | 0.2% | 122 |
|
|
2025
Q1 | $4.24M | Sell |
86,264
-4,248
| -5% | -$209K | 0.25% | 104 |
|
|
2024
Q4 | $4.41M | Sell |
90,512
-24,896
| -22% | -$1.21M | 0.26% | 101 |
|
|
2024
Q3 | $5.7M | Buy |
115,408
+61
| +0.1% | +$3.01K | 0.35% | 83 |
|
|
2024
Q2 | $5.54M | Buy |
115,347
+5,513
| +5% | +$265K | 0.36% | 80 |
|
|
2024
Q1 | $5.3M | Buy |
109,834
+2,840
| +3% | +$137K | 0.36% | 81 |
|
|
2023
Q4 | $5.17M | Sell |
106,994
-408
| -0.4% | -$19.7K | 0.38% | 74 |
|
|
2023
Q3 | $5.07M | Buy |
107,402
+32,672
| +44% | +$1.54M | 0.41% | 69 |
|
|
2023
Q2 | $3.56M | Buy |
74,730
+60,474
| +424% | +$2.88M | 0.29% | 94 |
|
|
2023
Q1 | $682K | Buy |
+14,256
| New | +$682K | 0.06% | 241 |
|