Wagner Wealth Management’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
Q3 | $50K | Buy |
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|
2025
Q2 | $48.9K | Sell |
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|
2025
Q1 | $55.7K | Buy |
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|
2024
Q4 | $53.2K | Buy |
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|
2024
Q3 | $49.6K | Buy |
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|
2024
Q2 | $47.5K | Sell |
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|
2024
Q1 | $59.6K | Sell |
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|
2023
Q4 | $1.55M | Sell |
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|
2023
Q3 | $1.54M | Sell |
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|
2023
Q2 | $1.83M | Sell |
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|
2023
Q1 | $2.01M | Sell |
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|
2022
Q4 | $2.05M | Sell |
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|
2022
Q3 | $2.71M | Sell |
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|
2022
Q2 | $3.08M | Sell |
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|
2022
Q1 | $6.26M | Buy |
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|
2021
Q4 | $2.77M | Sell |
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|
2021
Q3 | $4.06M | Sell |
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|
2021
Q2 | $4.46M | Sell |
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|
2021
Q1 | $4.99M | Buy |
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|
2020
Q4 | $4.51M | Buy |
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|
2018
Q3 | $770K | Buy |
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|
2018
Q2 | $535K | Buy |
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|
2018
Q1 | $407K | Sell |
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|
2017
Q4 | $471K | Buy |
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