BOK Financial’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-18,696
| Closed | -$886K | – | 1217 |
|
2022
Q4 | $886K | Buy |
18,696
+582
| +3% | +$27.6K | 0.02% | 544 |
|
2022
Q3 | $858K | Buy |
+18,114
| New | +$858K | 0.02% | 535 |
|
2022
Q1 | – | Sell |
-23,169
| Closed | -$1.16M | – | 1002 |
|
2021
Q4 | $1.16M | Buy |
23,169
+13,451
| +138% | +$672K | 0.02% | 538 |
|
2021
Q3 | $491K | Buy |
+9,718
| New | +$491K | 0.01% | 732 |
|
2021
Q1 | $498K | Buy |
9,738
+3,605
| +59% | +$184K | 0.01% | 690 |
|
2020
Q4 | $316K | Buy |
+6,133
| New | +$316K | 0.01% | 759 |
|