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Wealthspire Advisors (New York)’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Wealthspire Advisors (New York)’s Portfolio LMBS Stock Details LMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$409K Sell
8,308
-320
-4% -$15.8K ﹤0.01% 590
2025
Q1 		$424K Hold
8,628
– – ﹤0.01% 558
2024
Q4 		$420K Buy
+8,628
New +$420K ﹤0.01% 559