ICA Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $190K | Sell |
3,950
-10,594
| -73% | -$509K | 0.11% | 100 |
|
|
2024
Q1 | $702K | Buy |
14,544
+3,632
| +33% | +$175K | 0.14% | 135 |
|
|
2023
Q4 | $527K | Sell |
10,912
-587
| -5% | -$28.4K | 0.12% | 151 |
|
|
2023
Q3 | $543K | Sell |
11,499
-10,466
| -48% | -$494K | 0.15% | 124 |
|
|
2023
Q2 | $1.05M | Sell |
21,965
-7,452
| -25% | -$355K | 0.26% | 77 |
|
|
2023
Q1 | $1.41M | Sell |
29,417
-5,698
| -16% | -$273K | 0.34% | 69 |
|
|
2022
Q4 | $1.66M | Sell |
35,115
-13,195
| -27% | -$626K | 0.39% | 59 |
|
|
2022
Q3 | $2.29M | Sell |
48,310
-60
| -0.1% | -$2.84K | 0.49% | 49 |
|
|
2022
Q2 | $2.35M | Sell |
48,370
-1,398
| -3% | -$67.8K | 0.44% | 55 |
|
|
2022
Q1 | $2.41M | Buy |
+49,768
| New | +$2.41M | 0.46% | 54 |
|