Gilliland Jeter Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,293
Closed -$63.9K 441
2024
Q3
$63.9K Buy
1,293
+7
+0.5% +$346 0.02% 279
2024
Q2
$61.8K Buy
1,286
+3
+0.2% +$144 0.02% 267
2024
Q1
$61.9K Buy
+1,283
New +$61.9K 0.02% 266