Hedeker Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,584
| Closed | -$689K | – | 89 |
|
|
2023
Q3 | $689K | Sell |
14,584
-617
| -4% | -$29.1K | 0.24% | 76 |
|
|
2023
Q2 | $725K | Sell |
15,201
-56,085
| -79% | -$2.67M | 0.24% | 84 |
|
|
2023
Q1 | $3.41M | Sell |
71,286
-330
| -0.5% | -$15.8K | 1.21% | 34 |
|
|
2022
Q4 | $3.4M | Sell |
71,616
-11,688
| -14% | -$554K | 1.27% | 31 |
|
|
2022
Q3 | $3.94M | Sell |
83,304
-17,315
| -17% | -$820K | 1.54% | 26 |
|
|
2022
Q2 | $4.88M | Sell |
100,619
-40,669
| -29% | -$1.97M | 1.68% | 16 |
|
|
2022
Q1 | $6.92M | Buy |
+141,288
| New | +$6.92M | 2.1% | 10 |
|