Capital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19,433
| Closed | -$1.01M | – | 502 |
|
|
2019
Q4 | $1.01M | Buy |
19,433
+2,001
| +11% | +$104K | 0.05% | 232 |
|
|
2019
Q3 | $906K | Sell |
17,432
-700
| -4% | -$36.4K | 0.05% | 236 |
|
|
2019
Q2 | $937K | Buy |
18,132
+211
| +1% | +$10.9K | 0.05% | 235 |
|
|
2019
Q1 | $919K | Buy |
17,921
+33
| +0.2% | +$1.69K | 0.05% | 229 |
|
|
2018
Q4 | $913K | Buy |
17,888
+10
| +0.1% | +$510 | 0.06% | 220 |
|
|
2018
Q3 | $911K | Buy |
17,878
+136
| +0.8% | +$6.93K | 0.05% | 221 |
|
|
2018
Q2 | $908K | Sell |
17,742
-940
| -5% | -$48.1K | 0.06% | 224 |
|
|
2018
Q1 | $960K | Buy |
18,682
+11
| +0.1% | +$565 | 0.06% | 217 |
|
|
2017
Q4 | $964K | Buy |
18,671
+1,610
| +9% | +$83.1K | 0.06% | 217 |
|
|
2017
Q3 | $887K | Buy |
17,061
+3,098
| +22% | +$161K | 0.06% | 223 |
|
|
2017
Q2 | $728K | Buy |
13,963
+4,454
| +47% | +$232K | 0.05% | 237 |
|
|
2017
Q1 | $495K | Buy |
+9,509
| New | +$495K | 0.04% | 283 |
|