Wealth Enhancement Advisory Services’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 | $1.62M | Sell |
32,976
-5,098
| -13% | -$251K | ﹤0.01% | 1468 |
|
|
2025
Q1 | $1.87M | Buy |
38,074
+7,700
| +25% | +$379K | ﹤0.01% | 1272 |
|
|
2024
Q4 | $1.48M | Buy |
30,374
+23,050
| +315% | +$1.12M | ﹤0.01% | 1325 |
|
|
2024
Q3 | $362K | Sell |
7,324
-13,163
| -64% | -$650K | ﹤0.01% | 2032 |
|
|
2024
Q2 | $984K | Sell |
20,487
-3,205
| -14% | -$154K | ﹤0.01% | 1286 |
|
|
2024
Q1 | $1.14M | Sell |
23,692
-2,696
| -10% | -$130K | ﹤0.01% | 1181 |
|
|
2023
Q4 | $1.28M | Buy |
26,388
+665
| +3% | +$32.1K | ﹤0.01% | 1068 |
|
|
2023
Q3 | $1.22M | Buy |
+25,723
| New | +$1.22M | ﹤0.01% | 1023 |
|