Wealth Effects’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
Q2 | $488K | Hold |
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|
2025
Q1 | $487K | Sell |
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|
2024
Q4 | $506K | Sell |
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|
2024
Q3 | $767K | Sell |
|
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|
2024
Q2 | $986K | Sell |
|
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|
2024
Q1 | $1.03M | Sell |
|
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $1.73M | Sell |
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|
2023
Q2 | $2.05M | Sell |
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|
2023
Q1 | $3.56M | Sell |
|
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|
2022
Q4 | $3.6M | Sell |
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|
2022
Q3 | $3.76M | Sell |
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|
2022
Q2 | $3.91M | Buy |
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|
2022
Q1 | $3.92M | Sell |
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|
2021
Q4 | $4.07M | Buy |
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