Lloyd Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20,273
| Closed | -$829K | – | 152 |
|
|
2024
Q1 | $829K | Buy |
+20,273
| New | +$829K | 0.18% | 99 |
|
|
2022
Q2 | – | Sell |
-2,207
| Closed | -$108K | – | 359 |
|
|
2022
Q1 | $108K | Sell |
2,207
-309
| -12% | -$15.1K | 0.05% | 154 |
|
|
2021
Q4 | $126K | Sell |
2,516
-2,694
| -52% | -$135K | 0.06% | 122 |
|
|
2021
Q3 | $264K | Buy |
5,210
+145
| +3% | +$7.35K | 0.14% | 60 |
|
|
2021
Q2 | $258K | Buy |
5,065
+352
| +7% | +$17.9K | 0.13% | 62 |
|
|
2021
Q1 | $241K | Sell |
4,713
-1,868
| -28% | -$95.5K | 0.13% | 53 |
|
|
2020
Q4 | $339K | Buy |
6,581
+105
| +2% | +$5.41K | 0.19% | 33 |
|
|
2020
Q3 | $335K | Sell |
6,476
-1,108
| -15% | -$57.3K | 0.2% | 28 |
|
|
2020
Q2 | $392K | Sell |
7,584
-939
| -11% | -$48.5K | 0.25% | 27 |
|
|
2020
Q1 | $435K | Buy |
8,523
+815
| +11% | +$41.6K | 0.32% | 25 |
|
|
2019
Q4 | $399K | Buy |
+7,708
| New | +$399K | 0.36% | 35 |
|