Wealthcare Advisory Partners’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 | $2.6M | Buy |
52,832
+2,313
| +5% | +$114K | 0.06% | 275 |
|
|
2025
Q1 | $2.48M | Buy |
50,519
+8,810
| +21% | +$433K | 0.07% | 248 |
|
|
2024
Q4 | $2.03M | Sell |
41,709
-660
| -2% | -$32.1K | 0.06% | 267 |
|
|
2024
Q3 | $2.09M | Buy |
42,369
+744
| +2% | +$36.8K | 0.06% | 259 |
|
|
2024
Q2 | $2M | Buy |
41,625
+2,195
| +6% | +$105K | 0.06% | 234 |
|
|
2024
Q1 | $1.9M | Sell |
39,430
-634
| -2% | -$30.6K | 0.06% | 240 |
|
|
2023
Q4 | $1.94M | Sell |
40,064
-4,428
| -10% | -$214K | 0.08% | 206 |
|
|
2023
Q3 | $2.1M | Buy |
44,492
+33
| +0.1% | +$1.56K | 0.1% | 168 |
|
|
2023
Q2 | $2.12M | Sell |
44,459
-775
| -2% | -$36.9K | 0.09% | 171 |
|
|
2023
Q1 | $2.17M | Sell |
45,234
-3,379
| -7% | -$162K | 0.09% | 170 |
|
|
2022
Q4 | $2.3M | Buy |
48,613
+27,410
| +129% | +$1.3M | 0.11% | 147 |
|
|
2022
Q3 | $1M | Buy |
21,203
+8,591
| +68% | +$407K | 0.06% | 235 |
|
|
2022
Q2 | $609K | Sell |
12,612
-1,204
| -9% | -$58.1K | 0.04% | 286 |
|
|
2022
Q1 | $676K | Sell |
13,816
-2,197
| -14% | -$107K | 0.04% | 256 |
|
|
2021
Q4 | $800K | Sell |
16,013
-241
| -1% | -$12K | 0.05% | 231 |
|
|
2021
Q3 | $822K | Sell |
16,254
-2,705
| -14% | -$137K | 0.05% | 216 |
|
|
2021
Q2 | $965K | Sell |
18,959
-667
| -3% | -$34K | 0.06% | 202 |
|
|
2021
Q1 | $1M | Sell |
19,626
-364
| -2% | -$18.6K | 0.07% | 181 |
|
|
2020
Q4 | $1.03M | Buy |
19,990
+7,896
| +65% | +$406K | 0.09% | 144 |
|
|
2020
Q3 | $625K | Buy |
12,094
+2,591
| +27% | +$134K | 0.07% | 178 |
|
|
2020
Q2 | $491K | Buy |
9,503
+7,178
| +309% | +$371K | 0.06% | 173 |
|
|
2020
Q1 | $119K | Buy |
2,325
+1,825
| +365% | +$93.4K | 0.02% | 344 |
|
|
2019
Q4 | $26K | Sell |
500
-3,300
| -87% | -$172K | ﹤0.01% | 690 |
|
|
2019
Q3 | $198K | Sell |
3,800
-686
| -15% | -$35.7K | 0.03% | 278 |
|
|
2019
Q2 | $232K | Buy |
4,486
+3,986
| +797% | +$206K | 0.04% | 251 |
|
|
2019
Q1 | $26K | Hold |
500
| – | – | ﹤0.01% | 598 |
|
|
2018
Q4 | $26K | Hold |
500
| – | – | 0.01% | 575 |
|
|
2018
Q3 | $25K | Hold |
500
| – | – | ﹤0.01% | 618 |
|
|
2018
Q2 | $26K | Hold |
500
| – | – | 0.01% | 607 |
|
|
2018
Q1 | $26K | Hold |
500
| – | – | 0.01% | 537 |
|
|
2017
Q4 | $26K | Buy |
+500
| New | +$26K | 0.01% | 484 |
|