WE
Wealth Effects’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Hold |
9,902
| – | – | 0.18% | 102 |
|
|
2025
Q1 | $487K | Sell |
9,902
-500
| -5% | -$24.6K | 0.2% | 99 |
|
|
2024
Q4 | $506K | Sell |
10,402
-5,118
| -33% | -$249K | 0.18% | 111 |
|
|
2024
Q3 | $767K | Sell |
15,520
-5,000
| -24% | -$247K | 0.27% | 77 |
|
|
2024
Q2 | $986K | Sell |
20,520
-912
| -4% | -$43.8K | 0.36% | 58 |
|
|
2024
Q1 | $1.03M | Sell |
21,432
-3,738
| -15% | -$180K | 0.38% | 54 |
|
|
2023
Q4 | $1.22M | Sell |
25,170
-11,428
| -31% | -$552K | 0.46% | 53 |
|
|
2023
Q3 | $1.73M | Sell |
36,598
-6,485
| -15% | -$306K | 0.85% | 19 |
|
|
2023
Q2 | $2.05M | Sell |
43,083
-31,332
| -42% | -$1.49M | 0.9% | 13 |
|
|
2023
Q1 | $3.56M | Sell |
74,415
-1,481
| -2% | -$70.9K | 1.82% | 9 |
|
|
2022
Q4 | $3.6M | Sell |
75,896
-3,502
| -4% | -$166K | 2.05% | 9 |
|
|
2022
Q3 | $3.76M | Sell |
79,398
-1,483
| -2% | -$70.2K | 2.3% | 6 |
|
|
2022
Q2 | $3.91M | Buy |
80,881
+756
| +0.9% | +$36.5K | 2.35% | 7 |
|
|
2022
Q1 | $3.92M | Sell |
80,125
-1,245
| -2% | -$60.9K | 1.83% | 12 |
|
|
2021
Q4 | $4.07M | Buy |
+81,370
| New | +$4.07M | 1.69% | 14 |
|