West Michigan Advisors’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 | $329K | Sell |
6,683
-106
| -2% | -$5.22K | 0.09% | 158 |
|
|
2025
Q1 | $334K | Sell |
6,789
-53
| -0.8% | -$2.61K | 0.11% | 141 |
|
|
2024
Q4 | $333K | Buy |
6,842
+486
| +8% | +$23.7K | 0.1% | 138 |
|
|
2024
Q3 | $314K | Sell |
6,356
-38
| -0.6% | -$1.88K | 0.09% | 140 |
|
|
2024
Q2 | $308K | Buy |
6,394
+40
| +0.6% | +$1.93K | 0.1% | 136 |
|
|
2024
Q1 | $307K | Sell |
6,354
-759
| -11% | -$36.6K | 0.1% | 130 |
|
|
2023
Q4 | $344K | Buy |
7,113
+1,347
| +23% | +$65.1K | 0.13% | 100 |
|
|
2023
Q3 | $272K | Sell |
5,766
-62
| -1% | -$2.93K | 0.15% | 111 |
|
|
2023
Q2 | $278K | Sell |
5,828
-237
| -4% | -$11.3K | 0.11% | 160 |
|
|
2023
Q1 | $290K | Sell |
6,065
-639
| -10% | -$30.6K | 0.16% | 102 |
|
|
2022
Q4 | $318K | Buy |
6,704
+976
| +17% | +$46.3K | 0.23% | 75 |
|
|
2022
Q3 | $272K | Sell |
5,728
-726
| -11% | -$34.5K | 0.24% | 80 |
|
|
2022
Q2 | $312K | Buy |
6,454
+6,037
| +1,448% | +$292K | 0.27% | 79 |
|
|
2022
Q1 | $8.53M | Sell |
417
-5,708
| -93% | -$117M | 5.76% | 3 |
|
|
2021
Q4 | $306K | Buy |
+6,125
| New | +$306K | 0.23% | 86 |
|