Laurel Wealth Advisors (California)’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
$2.33M Buy
49,043
+920
+2% +$43.5K 0.23% 100
2022
Q3
$2.28M Sell
48,123
-926
-2% -$44.7K 0.24% 94
2022
Q2
$2.37M Sell
49,049
-27,380
-36% -$1.33M 0.24% 97
2022
Q1
$3.74M Sell
76,429
-8,016
-9% -$397K 0.31% 75
2021
Q4
$4.22M Buy
84,445
+77,071
+1,045% +$3.87M 0.33% 73
2021
Q3
$373K Sell
7,374
-92,126
-93% -$4.68M 0.07% 291
2021
Q2
$5.06M Buy
99,500
+2,176
+2% +$111K 0.66% 32
2021
Q1
$4.97M Buy
97,324
+23,118
+31% +$1.19M 0.75% 27
2020
Q4
$3.82M Buy
74,206
+2,470
+3% +$127K 0.56% 39
2020
Q3
$3.71M Buy
71,736
+6,832
+11% +$353K 0.61% 38
2020
Q2
$3.35M Buy
+64,904
New +$3.35M 0.61% 39
2020
Q1
Sell
-128,153
Closed -$6.64M 405
2019
Q4
$6.64M Buy
128,153
+76,206
+147% +$3.95M 1.15% 11
2019
Q3
$2.7M Buy
+51,947
New +$2.7M 0.46% 54

Other funds holding LMBS