Waverly 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
2023 Q2	–	Sell	-6,395	Closed	-$306K	–	368
2023 Q1	$306K	Hold	6,395	–	–	0.02%	233
2022 Q4	$303K	Buy	+6,395	New	+$303K	0.02%	220