FPIS
Financial Planning & Information Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $12.2M | Sell |
246,936
-26,020
| -10% | -$1.29M | 1.68% | 19 |
|
|
2024
Q2 | $13.1M | Buy |
272,956
+5,047
| +2% | +$243K | 2% | 16 |
|
|
2024
Q1 | $12.9M | Sell |
267,909
-3,292
| -1% | -$159K | 1.94% | 17 |
|
|
2023
Q4 | $13.1M | Sell |
271,201
-2,830
| -1% | -$137K | 2.07% | 16 |
|
|
2023
Q3 | $12.9M | Buy |
274,031
+26,422
| +11% | +$1.25M | 2.41% | 16 |
|
|
2023
Q2 | $11.8M | Buy |
247,609
+56,953
| +30% | +$2.71M | 2.18% | 17 |
|
|
2023
Q1 | $9.13M | Buy |
190,656
+94,343
| +98% | +$4.52M | 1.77% | 18 |
|
|
2022
Q4 | $4.57M | Buy |
96,313
+86,850
| +918% | +$4.12M | 0.97% | 24 |
|
|
2022
Q3 | $448K | Buy |
+9,463
| New | +$448K | 0.11% | 53 |
|