Advisory Alpha’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
2023
Q2
Sell
-8,066
Closed -$386K 330
2023
Q1
$386K Sell
8,066
-324
-4% -$15.5K 0.02% 205
2022
Q4
$398K Buy
+8,390
New +$397K 0.03% 180

Other funds holding LMBS

Advisory Alpha's LMBS Position: Q2 2023 in Review

Advisory Alpha sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2023, closing a stake of 8,066 shares — an estimated $386K sold.

Advisory Alpha first reported a position in LMBS in Q4 2022 and held it in 2 quarters. The position peaked at $398K in Q4 2022. 377 funds tracked by Wall St. Rank hold LMBS as of Q2 2023.

  • Advisory Alpha reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2023 after selling out during the quarter.
  • Advisory Alpha sold 8,066 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2023, an estimated $386K.
  • Advisory Alpha first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and held it in 2 quarters.
  • Advisory Alpha's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $398K in Q4 2022.
  • 377 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2023.

Based on Advisory Alpha's 13F filing for Q2 2023, filed 25 Jul 2023.