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Clear Perspective Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Clear Perspective Advisors’s Portfolio LMBS Stock Details LMBS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$19.6M Sell
392,649
-33,081
-8% -$1.65M 5.96% 3
2021
Q3 		$21.5M Buy
425,730
+128,748
+43% +$6.51M 7.37% 3
2021
Q2 		$15.1M Buy
296,982
+41,247
+16% +$2.1M 5.25% 3
2021
Q1 		$13.1M Buy
+255,735
New +$13.1M 5.11% 3