Keystone Financial Group (Kentucky)’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 |
-118,319
| Closed | -$5.59M | – | 309 |
|
|
2023
Q3 | $5.59M | Sell |
118,319
-1,384
| -1% | -$65.4K | 0.94% | 22 |
|
|
2023
Q2 | $5.71M | Buy |
+119,703
| New | +$5.71M | 0.97% | 22 |
|
|
2022
Q4 | $5.4M | Buy |
113,966
+1,637
| +1% | +$77.6K | 1.07% | 21 |
|
|
2022
Q3 | $5.32M | Sell |
112,329
-68
| -0.1% | -$3.22K | 1.08% | 22 |
|
|
2022
Q2 | $5.43M | Sell |
112,397
-13,433
| -11% | -$649K | 1.08% | 20 |
|
|
2022
Q1 | $6.16M | Buy |
+125,830
| New | +$6.16M | 1.05% | 20 |
|