CAAS
Capital Asset Advisory Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-780
| Closed | -$40K | – | 1130 |
|
|
2020
Q4 | $40K | Buy |
+780
| New | +$40K | 0.01% | 674 |
|
|
2019
Q4 | – | Sell |
-29,640
| Closed | -$1.54M | – | 597 |
|
|
2019
Q3 | $1.54M | Buy |
29,640
+11,680
| +65% | +$607K | 1.03% | 19 |
|
|
2019
Q2 | $928K | Buy |
17,960
+12,192
| +211% | +$630K | 0.71% | 30 |
|
|
2019
Q1 | $296K | Sell |
5,768
-6,364
| -52% | -$327K | 0.38% | 52 |
|
|
2018
Q4 | $619K | Buy |
+12,132
| New | +$619K | 0.59% | 39 |
|