Kraematon Investment Advisors’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
Q1 | – | Sell |
-17,611
| Closed | -$835K | – | 175 |
|
2022
Q4 | $835K | Sell |
17,611
-621
| -3% | -$29.4K | 0.91% | 36 |
|
2022
Q3 | $863K | Sell |
18,232
-669
| -4% | -$31.7K | 1.11% | 31 |
|
2022
Q2 | $913K | Buy |
18,901
+56
| +0.3% | +$2.71K | 1.06% | 33 |
|
2022
Q1 | $922K | Sell |
18,845
-1,241
| -6% | -$60.7K | 0.88% | 35 |
|
2021
Q4 | $1M | Buy |
+20,086
| New | +$1M | 0.9% | 34 |
|