1834 Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-52
| Closed | -$3K | – | 343 |
|
|
2022
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 425 |
|
|
2022
Q1 | $3K | Hold |
52
| – | – | ﹤0.01% | 407 |
|
|
2021
Q4 | $3K | Sell |
52
-270
| -84% | -$15.6K | ﹤0.01% | 436 |
|
|
2021
Q3 | $16K | Sell |
322
-135
| -30% | -$6.71K | ﹤0.01% | 360 |
|
|
2021
Q2 | $23K | Sell |
457
-10,249
| -96% | -$516K | ﹤0.01% | 346 |
|
|
2021
Q1 | $547K | Hold |
10,706
| – | – | 0.07% | 125 |
|
|
2020
Q4 | $551K | Hold |
10,706
| – | – | 0.07% | 121 |
|
|
2020
Q3 | $553K | Hold |
10,706
| – | – | 0.08% | 114 |
|
|
2020
Q2 | $553K | Hold |
10,706
| – | – | 0.09% | 110 |
|
|
2020
Q1 | $546K | Hold |
10,706
| – | – | 0.1% | 109 |
|
|
2019
Q4 | $555K | Hold |
10,706
| – | – | 0.09% | 113 |
|
|
2019
Q3 | $556K | Hold |
10,706
| – | – | 0.08% | 119 |
|
|
2019
Q2 | $553K | Hold |
10,706
| – | – | 0.08% | 113 |
|
|
2019
Q1 | $549K | Buy |
10,706
+315
| +3% | +$16.2K | 0.08% | 113 |
|
|
2018
Q4 | $530K | Sell |
10,391
-218
| -2% | -$11.1K | 0.09% | 114 |
|
|
2018
Q3 | $540K | Buy |
10,609
+2
| +0% | +$102 | 0.08% | 121 |
|
|
2018
Q2 | $543K | Hold |
10,607
| – | – | 0.09% | 116 |
|
|
2018
Q1 | $545K | Buy |
10,607
+4,574
| +76% | +$235K | 0.09% | 118 |
|
|
2017
Q4 | $312K | Buy |
+6,033
| New | +$312K | 0.05% | 152 |
|