Frontier Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,116
| Closed | -$259K | – | 436 |
|
|
2021
Q3 | $259K | Buy |
5,116
+11
| +0.2% | +$557 | 0.02% | 357 |
|
|
2021
Q2 | $260K | Buy |
5,105
+12
| +0.2% | +$611 | 0.02% | 359 |
|
|
2021
Q1 | $260K | Sell |
5,093
-5,159
| -50% | -$263K | 0.02% | 326 |
|
|
2020
Q4 | $528K | Buy |
10,252
+468
| +5% | +$24.1K | 0.04% | 222 |
|
|
2020
Q3 | $506K | Buy |
9,784
+14
| +0.1% | +$724 | 0.05% | 212 |
|
|
2020
Q2 | $505K | Buy |
+9,770
| New | +$505K | 0.05% | 209 |
|
|
2017
Q2 | – | Sell |
-7,258
| Closed | -$378K | – | 399 |
|
|
2017
Q1 | $378K | Buy |
7,258
+292
| +4% | +$15.2K | 0.06% | 266 |
|
|
2016
Q4 | $363K | Sell |
6,966
-2,447
| -26% | -$128K | 0.06% | 255 |
|
|
2016
Q3 | $493K | Buy |
+9,413
| New | +$493K | 0.07% | 206 |
|