CWP

Concord Wealth Partners’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 Q3	–	Sell	-763	Closed	-$39K	–	977
2021 Q2	$39K	Sell	763 -8,287	-92%	-$424K	0.01%	385
2021 Q1	$462K	Sell	9,050 -10,917	-55%	-$557K	0.16%	64
2020 Q4	$1.03M	Buy	+19,967	New	+$1.03M	0.79%	17