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Lucia Wealth Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Lucia Wealth Services’s Portfolio LMBS Stock Details LMBS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$3.61M Buy
69,804
+9,641
+16% +$498K 0.85% 24
2020
Q2 		$3.11M Buy
60,163
+37,795
+169% +$1.95M 0.82% 26
2020
Q1 		$1.14M Buy
22,368
+16,699
+295% +$852K 0.38% 47
2019
Q4 		$294K Buy
+5,669
New +$294K 0.09% 106