CEDRUS’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $2.4M | Buy |
48,529
+24,207
| +100% | +$1.2M | 0.89% | 28 |
|
2024
Q2 | $1.17M | Sell |
24,322
-1,045
| -4% | -$50.2K | 0.58% | 31 |
|
2024
Q1 | $1.22M | Sell |
25,367
-12
| -0% | -$579 | 0.67% | 29 |
|
2023
Q4 | $1.23M | Sell |
25,379
-1,599
| -6% | -$77.3K | 0.76% | 27 |
|
2023
Q3 | $1.27M | Sell |
26,978
-299
| -1% | -$14.1K | 0.91% | 28 |
|
2023
Q2 | $1.3M | Buy |
27,277
+4,400
| +19% | +$210K | 0.92% | 25 |
|
2023
Q1 | $1.1M | Buy |
+22,877
| New | +$1.1M | 0.77% | 28 |
|
2022
Q2 | – | Sell |
-31,557
| Closed | -$1.54M | – | 154 |
|
2022
Q1 | $1.54M | Buy |
31,557
+10,902
| +53% | +$534K | 1.39% | 19 |
|
2021
Q4 | $1.03M | Buy |
+20,655
| New | +$1.03M | 1% | 24 |
|