J. Arnold 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,667,786
| Closed | -$79.5M | – | 33 |
|
|
2023
Q2 | $79.5M | Buy |
1,667,786
+1,639,680
| +5,834% | +$78.2M | 33.63% | 1 |
|
|
2023
Q1 | $1.35M | Sell |
28,106
-24,031
| -46% | -$1.15M | 0.66% | 14 |
|
|
2022
Q4 | $2.47M | Buy |
52,137
+45,352
| +668% | +$2.15M | 1.22% | 14 |
|
|
2022
Q3 | $321K | Sell |
6,785
-510
| -7% | -$24.1K | 0.18% | 23 |
|
|
2022
Q2 | $352K | Sell |
7,295
-6,977
| -49% | -$337K | 0.27% | 17 |
|
|
2022
Q1 | $699K | Sell |
14,272
-1,248
| -8% | -$61.1K | 0.38% | 17 |
|
|
2021
Q4 | $776K | Sell |
15,520
-80,168
| -84% | -$4.01M | 0.35% | 16 |
|
|
2021
Q3 | $4.84M | Buy |
95,688
+1,561
| +2% | +$79K | 2.33% | 11 |
|
|
2021
Q2 | $4.79M | Sell |
94,127
-9,241
| -9% | -$470K | 2.33% | 11 |
|
|
2021
Q1 | $5.26M | Sell |
103,368
-85,293
| -45% | -$4.34M | 2.91% | 13 |
|
|
2020
Q4 | $9.71M | Sell |
188,661
-10,287
| -5% | -$529K | 5.73% | 5 |
|
|
2020
Q3 | $10.3M | Buy |
198,948
+111,684
| +128% | +$5.77M | 7.64% | 4 |
|
|
2020
Q2 | $4.51M | Buy |
87,264
+52,316
| +150% | +$2.7M | 3.78% | 5 |
|
|
2020
Q1 | $1.78M | Buy |
+34,948
| New | +$1.78M | 5.2% | 6 |
|