Connectus Wealth’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
Q1 | $312K | Sell |
6,475
-2,301
| -26% | -$111K | 0.01% | 320 |
|
|
2023
Q4 | $424K | Sell |
8,776
-122,320
| -93% | -$5.91M | 0.01% | 420 |
|
|
2023
Q3 | $6.19M | Buy |
131,096
+32,905
| +34% | +$1.55M | 0.14% | 145 |
|
|
2023
Q2 | $4.68M | Sell |
98,191
-30,440
| -24% | -$1.45M | 0.11% | 146 |
|
|
2023
Q1 | $6.16M | Buy |
128,631
+118,205
| +1,134% | +$5.66M | 0.15% | 130 |
|
|
2022
Q4 | $494K | Sell |
10,426
-2,550
| -20% | -$121K | 0.01% | 343 |
|
|
2022
Q3 | $614K | Sell |
12,976
-1,324
| -9% | -$62.6K | 0.01% | 381 |
|
|
2022
Q2 | $691K | Buy |
+14,300
| New | +$691K | 0.02% | 312 |
|