Weitzel Financial 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 | $11.7M | Sell |
236,607
-16,162
| -6% | -$799K | 4.95% | 7 |
|
|
2025
Q1 | $12.3M | Hold |
252,769
| – | – | 5.87% | 5 |
|
|
2024
Q4 | $12.3M | Buy |
252,769
+3,354
| +1% | +$163K | 5.8% | 6 |
|
|
2024
Q3 | $12.3M | Sell |
249,415
-2,840
| -1% | -$140K | 5.79% | 6 |
|
|
2024
Q2 | $12.1M | Sell |
252,255
-3,820
| -1% | -$183K | 6.04% | 6 |
|
|
2024
Q1 | $12.3M | Sell |
256,075
-7,931
| -3% | -$381K | 6.21% | 6 |
|
|
2023
Q4 | $12.7M | Sell |
264,006
-17,650
| -6% | -$852K | 6.84% | 4 |
|
|
2023
Q3 | $13.2M | Sell |
281,656
-3,711
| -1% | -$174K | 7.73% | 3 |
|
|
2023
Q2 | $13.6M | Buy |
285,367
+6,850
| +2% | +$327K | 7.72% | 4 |
|
|
2023
Q1 | $13.4M | Buy |
278,517
+17,146
| +7% | +$822K | 8.03% | 4 |
|
|
2022
Q4 | $12.4M | Sell |
261,371
-61,046
| -19% | -$2.89M | 7.91% | 4 |
|
|
2022
Q3 | $15.3M | Buy |
322,417
+5,901
| +2% | +$279K | 10.72% | 3 |
|
|
2022
Q2 | $15.3M | Buy |
316,516
+92,418
| +41% | +$4.46M | 10.32% | 3 |
|
|
2022
Q1 | $11M | Sell |
224,098
-8,501
| -4% | -$416K | 7.01% | 5 |
|
|
2021
Q4 | $11.6M | Buy |
232,599
+3,378
| +1% | +$169K | 7.02% | 5 |
|
|
2021
Q3 | $11.6M | Sell |
229,221
-11,086,746
| -98% | -$561M | 7.53% | 5 |
|
|
2021
Q2 | $223M | Buy |
11,315,967
+11,101,482
| +5,176% | +$219M | 7.84% | 5 |
|
|
2021
Q1 | $11M | Buy |
214,485
+5,477
| +3% | +$280K | 7.66% | 5 |
|
|
2020
Q4 | $10.8M | Buy |
+209,008
| New | +$10.8M | 8.03% | 5 |
|