Householder Group Estate & Retirement Specialist’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
Q4 | $2.3M | Buy |
47,220
+12,359
| +35% | +$601K | 1.72% | 12 |
|
|
2024
Q3 | $1.72M | Sell |
34,861
-1,949
| -5% | -$96.3K | 0.5% | 37 |
|
|
2024
Q2 | $1.77M | Sell |
36,810
-105
| -0.3% | -$5.04K | 0.5% | 40 |
|
|
2024
Q1 | $1.78M | Buy |
36,915
+1,199
| +3% | +$57.9K | 0.53% | 38 |
|
|
2023
Q4 | $1.73M | Sell |
35,716
-780
| -2% | -$37.7K | 0.57% | 36 |
|
|
2023
Q3 | $1.72M | Buy |
+36,496
| New | +$1.72M | 0.62% | 32 |
|
|
2023
Q1 | $1.55M | Buy |
+32,462
| New | +$1.55M | 0.6% | 35 |
|
|
2022
Q4 | – | Sell |
-51,558
| Closed | -$2.44M | – | 772 |
|
|
2022
Q3 | $2.44M | Buy |
51,558
+12,937
| +33% | +$612K | 1.01% | 16 |
|
|
2022
Q2 | $1.87M | Sell |
38,621
-5,606
| -13% | -$271K | 0.83% | 24 |
|
|
2022
Q1 | $2.17M | Buy |
44,227
+1,071
| +2% | +$52.4K | 0.87% | 26 |
|
|
2021
Q4 | $2.16M | Buy |
+43,156
| New | +$2.16M | 0.8% | 27 |
|