WMA
Wealth Management Associates’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 | $329K | Buy |
6,677
+9
| +0.1% | +$443 | 0.13% | 145 |
|
|
2025
Q1 | $328K | Buy |
6,668
+9
| +0.1% | +$442 | 0.14% | 138 |
|
|
2024
Q4 | $324K | Buy |
6,659
+9
| +0.1% | +$438 | 0.14% | 144 |
|
|
2024
Q3 | $329K | Buy |
6,650
+511
| +8% | +$25.3K | 0.14% | 139 |
|
|
2024
Q2 | $295K | Hold |
6,139
| – | – | 0.14% | 144 |
|
|
2024
Q1 | $295K | Buy |
6,139
+16
| +0.3% | +$769 | 0.14% | 144 |
|
|
2023
Q4 | $296K | Buy |
6,123
+10
| +0.2% | +$483 | 0.16% | 141 |
|
|
2023
Q3 | $289K | Buy |
6,113
+9
| +0.1% | +$425 | 0.17% | 134 |
|
|
2023
Q2 | $291K | Buy |
6,104
+7
| +0.1% | +$334 | 0.16% | 132 |
|
|
2023
Q1 | $292K | Buy |
6,097
+6
| +0.1% | +$287 | 0.18% | 130 |
|
|
2022
Q4 | $289K | Sell |
6,091
-594
| -9% | -$28.2K | 0.19% | 124 |
|
|
2022
Q3 | $317K | Buy |
6,685
+4
| +0.1% | +$189 | 0.22% | 121 |
|
|
2022
Q2 | $323K | Sell |
6,681
-346
| -5% | -$16.7K | 0.22% | 119 |
|
|
2022
Q1 | $344K | Buy |
7,027
+3
| +0% | +$147 | 0.2% | 132 |
|
|
2021
Q4 | $351K | Buy |
7,024
+124
| +2% | +$6.2K | 0.19% | 137 |
|
|
2021
Q3 | $349K | Buy |
6,900
+4
| +0.1% | +$202 | 0.2% | 124 |
|
|
2021
Q2 | $351K | Buy |
6,896
+4
| +0.1% | +$204 | 0.2% | 131 |
|
|
2021
Q1 | $352K | Buy |
6,892
+204
| +3% | +$10.4K | 0.22% | 113 |
|
|
2020
Q4 | $344K | Buy |
6,688
+4
| +0.1% | +$206 | 0.23% | 114 |
|
|
2020
Q3 | $345K | Buy |
+6,684
| New | +$345K | 0.27% | 93 |
|