Indie Asset 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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-5,050
Closed -$239K 89
2022
Q3
$239K Sell
5,050
-800
-14% -$38.6K 0.24% 67
2022
Q2
$283K Hold
5,850
0.25% 69
2022
Q1
$286K Sell
5,850
-100
-2% -$4.95K 0.21% 93
2021
Q4
$297K Sell
5,950
-1,000
-14% -$50.3K 0.22% 94
2021
Q3
$352K Hold
6,950
0.29% 74
2021
Q2
$354K Buy
6,950
+100
+1% +$5.11K 0.29% 73
2021
Q1
$350K Buy
6,850
+1,450
+27% +$74.5K 0.4% 71
2020
Q4
$278K Sell
5,400
-450
-8% -$23.2K 0.32% 80
2020
Q3
$302K Hold
5,850
0.38% 66
2020
Q2
$303K Hold
5,850
0.38% 65
2020
Q1
$298K Buy
5,850
+700
+14% +$36.3K 0.37% 54
2019
Q4
$267K Buy
+5,150
New +$267K 0.28% 68

Other funds holding LMBS