WMG Financial Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

WMG Financial Advisors’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$266K	Sell
2025 Q2	$283K	Sell
2025 Q1	$284K	Sell
2024 Q4	$288K	Sell
2024 Q3	$301K	Buy
2024 Q2	$276K	Buy
2022 Q2	–	Sell
2022 Q1	$220K	Hold
2021 Q4	$225K	Buy