Arlington 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-248,659
| Closed | -$12.6M | – | 81 |
|
|
2021
Q3 | $12.6M | Sell |
248,659
-4,632
| -2% | -$234K | 4.92% | 6 |
|
|
2021
Q2 | $12.9M | Buy |
253,291
+33,798
| +15% | +$1.72M | 4.9% | 6 |
|
|
2021
Q1 | $11.2M | Buy |
219,493
+8,387
| +4% | +$428K | 4.55% | 6 |
|
|
2020
Q4 | $10.9M | Sell |
211,106
-3,799
| -2% | -$196K | 4.58% | 6 |
|
|
2020
Q3 | $11.1M | Buy |
214,905
+31,478
| +17% | +$1.63M | 5.69% | 4 |
|
|
2020
Q2 | $9.48M | Buy |
183,427
+11,189
| +6% | +$578K | 5.36% | 6 |
|
|
2020
Q1 | $8.78M | Buy |
+172,238
| New | +$8.78M | 6.25% | 4 |
|
|
2019
Q1 | – | Sell |
-507,961
| Closed | -$25.9M | – | 67 |
|
|
2018
Q4 | $25.9M | Buy |
+507,961
| New | +$25.9M | 11.03% | 2 |
|