Hapanowicz & Associates Financial Services’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
Q3 | – | Sell |
-146,058
| Closed | -$7.06M | – | 30 |
|
|
2022
Q2 | $7.06M | Sell |
146,058
-85,885
| -37% | -$4.15M | 5.5% | 6 |
|
|
2022
Q1 | $11.4M | Sell |
231,943
-4,698
| -2% | -$230K | 5.2% | 7 |
|
|
2021
Q4 | $11.8M | Buy |
236,641
+1,585
| +0.7% | +$79K | 5.24% | 7 |
|
|
2021
Q3 | $11.9M | Buy |
235,056
+1,873
| +0.8% | +$94.7K | 5.12% | 8 |
|
|
2021
Q2 | $11.9M | Buy |
233,183
+10,004
| +4% | +$509K | 5.23% | 8 |
|
|
2021
Q1 | $11.4M | Buy |
223,179
+7,222
| +3% | +$369K | 5.42% | 8 |
|
|
2020
Q4 | $11.1M | Sell |
215,957
-1,255
| -0.6% | -$64.6K | 5.76% | 8 |
|
|
2020
Q3 | $11.2M | Buy |
217,212
+4,795
| +2% | +$248K | 6.6% | 6 |
|
|
2020
Q2 | $11M | Buy |
+212,417
| New | +$11M | 6.91% | 6 |
|