Icon Wealth Partners’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
Q1 | – | Sell |
-32,020
| Closed | -$1.6M | – | 341 |
|
|
2021
Q4 | $1.6M | Sell |
32,020
-673
| -2% | -$33.7K | 0.16% | 122 |
|
|
2021
Q3 | $1.65M | Sell |
32,693
-1,021
| -3% | -$51.7K | 0.17% | 126 |
|
|
2021
Q2 | $1.72M | Sell |
33,714
-12,248
| -27% | -$623K | 0.18% | 115 |
|
|
2021
Q1 | $2.35M | Buy |
+45,962
| New | +$2.35M | 0.29% | 87 |
|
|
2019
Q2 | – | Sell |
-1,645
| Closed | -$84K | – | 510 |
|
|
2019
Q1 | $84K | Buy |
+1,645
| New | +$84K | 0.03% | 258 |
|
|
2018
Q3 | – | Sell |
-1,633
| Closed | -$84K | – | 532 |
|
|
2018
Q2 | $84K | Buy |
+1,633
| New | +$84K | 0.04% | 272 |
|
|
2018
Q1 | – | Sell |
-1,625
| Closed | -$84K | – | 528 |
|
|
2017
Q4 | $84K | Buy |
+1,625
| New | +$84K | 0.04% | 304 |
|