Advocacy Wealth Management Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-109
| Closed | -$6K | – | 191 |
|
|
2021
Q2 | $6K | Hold |
109
| – | – | ﹤0.01% | 149 |
|
|
2021
Q1 | $6K | Hold |
109
| – | – | ﹤0.01% | 129 |
|
|
2020
Q4 | $6K | Hold |
109
| – | – | ﹤0.01% | 127 |
|
|
2020
Q3 | $6K | Hold |
109
| – | – | ﹤0.01% | 123 |
|
|
2020
Q2 | $6K | Sell |
109
-65
| -37% | -$3.58K | ﹤0.01% | 118 |
|
|
2020
Q1 | $9K | Sell |
174
-4,592
| -96% | -$238K | ﹤0.01% | 100 |
|
|
2019
Q4 | $247K | Sell |
4,766
-32,319
| -87% | -$1.67M | 0.07% | 32 |
|
|
2019
Q3 | $1.93M | Sell |
37,085
-3,682
| -9% | -$191K | 1.29% | 17 |
|
|
2019
Q2 | $2.11M | Sell |
40,767
-5,790
| -12% | -$299K | 1.52% | 16 |
|
|
2019
Q1 | $2.39M | Sell |
46,557
-201,517
| -81% | -$10.3M | 2.6% | 8 |
|
|
2018
Q4 | $12.7M | Sell |
248,074
-76,093
| -23% | -$3.88M | 9.54% | 5 |
|
|
2018
Q3 | $16.5M | Buy |
324,167
+18,055
| +6% | +$920K | 10.15% | 5 |
|
|
2018
Q2 | $15.7M | Buy |
306,112
+13,954
| +5% | +$714K | 10.29% | 5 |
|
|
2018
Q1 | $15M | Buy |
292,158
+13,740
| +5% | +$706K | 10.31% | 5 |
|
|
2017
Q4 | $14.4M | Sell |
278,418
-410,479
| -60% | -$21.2M | 9.9% | 5 |
|
|
2017
Q3 | $35.8M | Buy |
688,897
+213,143
| +45% | +$11.1M | 14.33% | 2 |
|
|
2017
Q2 | $24.8M | Buy |
475,754
+116,998
| +33% | +$6.1M | 8.88% | 2 |
|
|
2017
Q1 | $18.7M | Buy |
+358,756
| New | +$18.7M | 6.51% | 2 |
|