Waterloo Capital’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 | $243K | Hold |
4,925
| – | – | 0.02% | 401 |
|
|
2025
Q1 | $242K | Sell |
4,925
-529
| -10% | -$26K | 0.02% | 355 |
|
|
2024
Q4 | $265K | Hold |
5,454
| – | – | 0.03% | 310 |
|
|
2024
Q3 | $269K | Sell |
5,454
-373
| -6% | -$18.4K | 0.03% | 308 |
|
|
2024
Q2 | $280K | Buy |
5,827
+358
| +7% | +$17.2K | 0.03% | 297 |
|
|
2024
Q1 | $264K | Sell |
5,469
-845
| -13% | -$40.8K | 0.03% | 306 |
|
|
2023
Q4 | $305K | Sell |
6,314
-22,241
| -78% | -$1.07M | 0.05% | 291 |
|
|
2023
Q3 | $1.35M | Buy |
+28,555
| New | +$1.35M | 0.4% | 54 |
|
|
2020
Q1 | $341K | Buy |
+6,679
| New | +$341K | 0.24% | 94 |
|