LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $44K | Hold |
843
| – | – | 0.02% | 256 |
|
|
2020
Q2 | $44K | Buy |
843
+80
| +10% | +$4.18K | 0.02% | 251 |
|
|
2020
Q1 | $39K | Hold |
763
| – | – | 0.02% | 247 |
|
|
2019
Q4 | $40K | Hold |
763
| – | – | 0.02% | 271 |
|
|
2019
Q3 | $40K | Hold |
763
| – | – | 0.02% | 269 |
|
|
2019
Q2 | $39K | Sell |
763
-3,235
| -81% | -$165K | 0.02% | 268 |
|
|
2019
Q1 | $205K | Buy |
3,998
+294
| +8% | +$15.1K | 0.11% | 124 |
|
|
2018
Q4 | $189K | Buy |
3,704
+3,317
| +857% | +$169K | 0.12% | 122 |
|
|
2018
Q3 | $20K | Buy |
+387
| New | +$20K | 0.01% | 334 |
|