WMG Financial 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 | $283K | Sell |
5,749
-22
| -0.4% | -$1.08K | 0.1% | 140 |
|
|
2025
Q1 | $284K | Sell |
5,771
-156
| -3% | -$7.67K | 0.12% | 119 |
|
|
2024
Q4 | $288K | Sell |
5,927
-155
| -3% | -$7.54K | 0.12% | 120 |
|
|
2024
Q3 | $301K | Buy |
6,082
+341
| +6% | +$16.8K | 0.14% | 111 |
|
|
2024
Q2 | $276K | Buy |
+5,741
| New | +$276K | 0.15% | 105 |
|
|
2022
Q2 | – | Sell |
-4,498
| Closed | -$220K | – | 165 |
|
|
2022
Q1 | $220K | Hold |
4,498
| – | – | 0.16% | 156 |
|
|
2021
Q4 | $225K | Buy |
+4,498
| New | +$225K | 0.18% | 149 |
|