Corbett Road Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $245K | Sell |
5,063
-8,145
| -62% | -$394K | 0.42% | 81 |
|
2022
Q1 | $647K | Buy |
13,208
+980
| +8% | +$48K | 0.83% | 26 |
|
2021
Q4 | $611K | Sell |
12,228
-1,534
| -11% | -$76.7K | 1.05% | 28 |
|
2021
Q3 | $696K | Buy |
13,762
+251
| +2% | +$12.7K | 1.21% | 20 |
|
2021
Q2 | $688K | Sell |
13,511
-2,441
| -15% | -$124K | 1.22% | 18 |
|
2021
Q1 | $815K | Sell |
15,952
-18,306
| -53% | -$935K | 1.21% | 18 |
|
2020
Q4 | $1.76M | Buy |
34,258
+5,488
| +19% | +$282K | 1.6% | 19 |
|
2020
Q3 | $1.49M | Sell |
28,770
-2,284
| -7% | -$118K | 1.41% | 17 |
|
2020
Q2 | $1.6M | Buy |
31,054
+2,373
| +8% | +$123K | 1.54% | 16 |
|
2020
Q1 | $1.46M | Sell |
28,681
-22,164
| -44% | -$1.13M | 2.08% | 13 |
|
2019
Q4 | $2.63M | Buy |
+50,845
| New | +$2.63M | 2.59% | 7 |
|