WWM
Western Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
4,643
+5
| +0.1% | +$246 | 0.01% | 641 |
|
|
2025
Q1 | $228K | Sell |
4,638
-94
| -2% | -$4.62K | 0.02% | 608 |
|
|
2024
Q4 | $230K | Sell |
4,732
-6,114
| -56% | -$298K | 0.02% | 598 |
|
|
2024
Q3 | $536K | Buy |
10,846
+4,501
| +71% | +$222K | 0.03% | 445 |
|
|
2024
Q2 | $305K | Sell |
6,345
-218
| -3% | -$10.5K | 0.02% | 494 |
|
|
2024
Q1 | $317K | Sell |
6,563
-8,968
| -58% | -$433K | 0.02% | 489 |
|
|
2023
Q4 | $750K | Buy |
15,531
+2,832
| +22% | +$137K | 0.05% | 330 |
|
|
2023
Q3 | $600K | Buy |
12,699
+5,000
| +65% | +$236K | 0.05% | 346 |
|
|
2023
Q2 | $367K | Sell |
7,699
-2,522
| -25% | -$120K | 0.03% | 453 |
|
|
2023
Q1 | $489K | Buy |
10,221
+344
| +3% | +$16.5K | 0.05% | 375 |
|
|
2022
Q4 | $468K | Sell |
9,877
-10,984
| -53% | -$521K | 0.05% | 353 |
|
|
2022
Q3 | $989K | Sell |
20,861
-15,725
| -43% | -$746K | 0.06% | 309 |
|
|
2022
Q2 | $1.77M | Buy |
36,586
+4,289
| +13% | +$207K | 0.1% | 201 |
|
|
2022
Q1 | $1.58M | Buy |
32,297
+4,294
| +15% | +$210K | 0.08% | 241 |
|
|
2021
Q4 | $1.4M | Buy |
+28,003
| New | +$1.4M | 0.14% | 154 |
|
|
2021
Q2 | $2.53M | Sell |
49,709
-7,818
| -14% | -$398K | 0.26% | 89 |
|
|
2021
Q1 | $2.94M | Sell |
57,527
-24,567
| -30% | -$1.25M | 0.39% | 56 |
|
|
2020
Q4 | $4.23M | Buy |
82,094
+30,226
| +58% | +$1.56M | 0.62% | 26 |
|
|
2020
Q3 | $2.68M | Buy |
51,868
+15,914
| +44% | +$823K | 0.44% | 45 |
|
|
2020
Q2 | $1.86M | Buy |
35,954
+7,913
| +28% | +$409K | 0.34% | 65 |
|
|
2020
Q1 | $1.43M | Sell |
28,041
-2,635
| -9% | -$134K | 0.33% | 76 |
|
|
2019
Q4 | $1.59M | Buy |
30,676
+2,575
| +9% | +$133K | 0.24% | 97 |
|
|
2019
Q3 | $1.46M | Sell |
28,101
-1,654
| -6% | -$86.1K | 0.3% | 80 |
|
|
2019
Q2 | $1.54M | Sell |
29,755
-4,206
| -12% | -$217K | 0.2% | 99 |
|
|
2019
Q1 | $1.74M | Buy |
+33,961
| New | +$1.74M | 0.39% | 58 |
|