FinTrust Capital Advisors’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
Q3 | $61K | Sell |
1,235
-530
| -30% | -$26.2K | 0.01% | 519 |
|
|
2024
Q2 | $84.8K | Sell |
1,765
-250
| -12% | -$12K | 0.02% | 432 |
|
|
2024
Q1 | $97.2K | Sell |
2,015
-290
| -13% | -$14K | 0.02% | 393 |
|
|
2023
Q4 | $111K | Sell |
2,305
-1,809
| -44% | -$87.4K | 0.02% | 346 |
|
|
2023
Q3 | $194K | Sell |
4,114
-6,410
| -61% | -$303K | 0.04% | 260 |
|
|
2023
Q2 | $499K | Hold |
10,524
| – | – | 0.12% | 165 |
|
|
2023
Q1 | $499K | Hold |
10,524
| – | – | 0.12% | 160 |
|
|
2022
Q4 | $499K | Sell |
10,524
-2,189
| -17% | -$104K | 0.12% | 162 |
|
|
2022
Q3 | $598K | Sell |
12,713
-6,023
| -32% | -$283K | 0.15% | 142 |
|
|
2022
Q2 | $907K | Sell |
18,736
-5,031
| -21% | -$244K | 0.23% | 105 |
|
|
2022
Q1 | $1.16M | Sell |
23,767
-2,397
| -9% | -$117K | 0.27% | 83 |
|
|
2021
Q4 | $1.31M | Sell |
26,164
-6,268
| -19% | -$313K | 0.31% | 70 |
|
|
2021
Q3 | $1.64M | Sell |
32,432
-715
| -2% | -$36.2K | 0.43% | 53 |
|
|
2021
Q2 | $1.69M | Buy |
33,147
+26,091
| +370% | +$1.33M | 0.44% | 57 |
|
|
2021
Q1 | $360K | Buy |
7,056
+183
| +3% | +$9.34K | 0.1% | 172 |
|
|
2020
Q4 | $354K | Buy |
6,873
+3,328
| +94% | +$171K | 0.11% | 156 |
|
|
2020
Q3 | $183 | Hold |
3,545
| – | – | 0.04% | 249 |
|
|
2020
Q2 | $183K | Buy |
3,545
+925
| +35% | +$47.8K | 0.07% | 218 |
|
|
2020
Q1 | $134K | Buy |
+2,620
| New | +$134K | 0.06% | 246 |
|