WealthShield 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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-305
| Closed | -$15.2K | – | 580 |
|
|
2025
Q3 | $15.2K | Hold |
305
| – | – | ﹤0.01% | 493 |
|
|
2025
Q2 | $15K | Sell |
305
-200
| -40% | -$9.79K | ﹤0.01% | 482 |
|
|
2025
Q1 | $24.8K | Hold |
505
| – | – | ﹤0.01% | 449 |
|
|
2024
Q4 | $24.6K | Hold |
505
| – | – | ﹤0.01% | 411 |
|
|
2024
Q3 | $25K | Hold |
505
| – | – | ﹤0.01% | 415 |
|
|
2024
Q2 | $24.3K | Hold |
505
| – | – | ﹤0.01% | 391 |
|
|
2024
Q1 | $24.4K | Sell |
505
-102
| -17% | -$4.92K | ﹤0.01% | 384 |
|
|
2023
Q4 | $29.3K | Sell |
607
-218
| -26% | -$10.3K | ﹤0.01% | 389 |
|
|
2023
Q3 | $39K | Sell |
825
-497
| -38% | -$23.6K | 0.01% | 385 |
|
|
2023
Q2 | $63K | Sell |
1,322
-97
| -7% | -$4.65K | 0.01% | 368 |
|
|
2023
Q1 | $67.9K | Buy |
+1,419
| New | +$67.9K | 0.01% | 363 |
|
|
2022
Q4 | – | Sell |
-5,216
| Closed | -$247K | – | 301 |
|
|
2022
Q3 | $247K | Sell |
5,216
-400
| -7% | -$19.3K | 0.05% | 266 |
|
|
2022
Q2 | $271K | Sell |
5,616
-2,040
| -27% | -$99.1K | 0.05% | 256 |
|
|
2022
Q1 | $375K | Sell |
7,656
-3,060
| -29% | -$152K | 0.06% | 263 |
|
|
2021
Q4 | $536K | Sell |
10,716
-78
| -0.7% | -$3.92K | 0.09% | 184 |
|
|
2021
Q3 | $546K | Sell |
10,794
-129
| -1% | -$6.55K | 0.15% | 132 |
|
|
2021
Q2 | $556K | Buy |
10,923
+2,388
| +28% | +$122K | 0.09% | 162 |
|
|
2021
Q1 | $436K | Buy |
8,535
+584
| +7% | +$30K | 0.08% | 168 |
|
|
2020
Q4 | $409K | Buy |
7,951
+1,477
| +23% | +$76.2K | 0.08% | 199 |
|
|
2020
Q3 | $335K | Buy |
6,474
+4,459
| +221% | +$231K | 0.12% | 177 |
|
|
2020
Q2 | $104K | Buy |
2,015
+2
| +0.1% | +$103 | 0.05% | 224 |
|
|
2020
Q1 | $103K | Sell |
2,013
-209
| -9% | -$10.9K | 0.06% | 173 |
|
|
2019
Q4 | $115K | Buy |
2,222
+308
| +16% | +$16K | 0.06% | 189 |
|
|
2019
Q3 | $100K | Buy |
1,914
+895
| +88% | +$46.4K | 0.05% | 182 |
|
|
2019
Q2 | $53K | Sell |
1,019
-1,157
| -53% | -$59.5K | 0.03% | 177 |
|
|
2019
Q1 | $112K | Buy |
2,176
+1,531
| +237% | +$78.3K | 0.06% | 169 |
|
|
2018
Q4 | $33K | Sell |
645
-68
| -10% | -$3.46K | 0.02% | 175 |
|
|
2018
Q3 | $36K | Sell |
713
-120
| -14% | -$6.14K | 0.02% | 175 |
|
|
2018
Q2 | $43K | Hold |
833
| – | – | 0.03% | 161 |
|
|
2018
Q1 | $43K | Buy |
+833
| New | +$42.9K | 0.03% | 155 |
|
Other funds holding LMBS
