LPT
Legacy Private Trust’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,328
| Closed | -$208K | – | 237 |
|
|
2024
Q2 | $208K | Sell |
4,328
-7,319
| -63% | -$352K | 0.01% | 223 |
|
|
2024
Q1 | $562K | Sell |
11,647
-27,501
| -70% | -$1.33M | 0.04% | 174 |
|
|
2023
Q4 | $1.89M | Sell |
39,148
-273,793
| -87% | -$13.2M | 0.15% | 114 |
|
|
2023
Q3 | $14.8M | Sell |
312,941
-6,004
| -2% | -$284K | 1.27% | 16 |
|
|
2023
Q2 | $15.2M | Buy |
318,945
+6,969
| +2% | +$332K | 1.26% | 18 |
|
|
2023
Q1 | $14.9M | Buy |
311,976
+40,096
| +15% | +$1.92M | 1.27% | 16 |
|
|
2022
Q4 | $12.9M | Buy |
271,880
+8,768
| +3% | +$416K | 1.17% | 18 |
|
|
2022
Q3 | $12.5M | Buy |
263,112
+6,935
| +3% | +$328K | 1.18% | 22 |
|
|
2022
Q2 | $12.4M | Buy |
+256,177
| New | +$12.4M | 1.11% | 20 |
|