Intrua Financial’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 |
-4,525
| Closed | -$214K | – | 408 |
|
|
2023
Q3 | $214K | Sell |
4,525
-180
| -4% | -$8.5K | 0.04% | 329 |
|
|
2023
Q2 | $224K | Buy |
4,705
+3
| +0.1% | +$143 | 0.04% | 327 |
|
|
2023
Q1 | $226K | Sell |
4,702
-205
| -4% | -$9.87K | 0.05% | 297 |
|
|
2022
Q4 | $236K | Sell |
4,907
-72
| -1% | -$3.47K | 0.05% | 289 |
|
|
2022
Q3 | $236K | Sell |
4,979
-554
| -10% | -$26.3K | 0.06% | 267 |
|
|
2022
Q2 | $267K | Sell |
5,533
-1,496
| -21% | -$72.2K | 0.06% | 303 |
|
|
2022
Q1 | $344K | Sell |
7,029
-1,168
| -14% | -$57.2K | 0.06% | 279 |
|
|
2021
Q4 | $410K | Sell |
8,197
-2,365
| -22% | -$118K | 0.07% | 245 |
|
|
2021
Q3 | $532K | Sell |
10,562
-1,168
| -10% | -$58.8K | 0.1% | 198 |
|
|
2021
Q2 | $595K | Sell |
11,730
-865
| -7% | -$43.9K | 0.14% | 143 |
|
|
2021
Q1 | $644K | Buy |
12,595
+1,099
| +10% | +$56.2K | 0.16% | 134 |
|
|
2020
Q4 | $592K | Buy |
11,496
+276
| +2% | +$14.2K | 0.26% | 75 |
|
|
2020
Q3 | $579K | Sell |
11,220
-2,724
| -20% | -$141K | 0.28% | 75 |
|
|
2020
Q2 | $722K | Buy |
+13,944
| New | +$722K | 0.28% | 81 |
|