Western Wealth Management’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
Q2 | $229K | Buy |
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|
2025
Q1 | $228K | Sell |
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|
2024
Q4 | $230K | Sell |
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|
2024
Q3 | $536K | Buy |
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|
2024
Q2 | $305K | Sell |
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|
2024
Q1 | $317K | Sell |
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|
2023
Q4 | $750K | Buy |
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|
2023
Q3 | $600K | Buy |
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|
2023
Q2 | $367K | Sell |
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|
2023
Q1 | $489K | Buy |
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|
2022
Q4 | $468K | Sell |
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|
2022
Q3 | $989K | Sell |
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|
2022
Q2 | $1.77M | Buy |
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|
2022
Q1 | $1.58M | Buy |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q2 | $2.53M | Sell |
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|
2021
Q1 | $2.94M | Sell |
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|
2020
Q4 | $4.22M | Buy |
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|
2020
Q3 | $2.68M | Buy |
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|
2020
Q2 | $1.86M | Buy |
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|
2020
Q1 | $1.43M | Sell |
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|
2019
Q4 | $1.59M | Buy |
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|
2019
Q3 | $1.46M | Sell |
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|
2019
Q2 | $1.54M | Sell |
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|
2019
Q1 | $1.74M | Buy |
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