Main Street Financial Solutions’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-8,272
| Closed | -$394K | – | 469 |
|
2023
Q2 | $394K | Hold |
8,272
| – | – | 0.05% | 303 |
|
2023
Q1 | $396K | Sell |
8,272
-1,759
| -18% | -$84.2K | 0.06% | 293 |
|
2022
Q4 | $476K | Sell |
10,031
-797
| -7% | -$37.8K | 0.08% | 247 |
|
2022
Q3 | $513K | Sell |
10,828
-12,647
| -54% | -$599K | 0.08% | 226 |
|
2022
Q2 | $1.13M | Buy |
23,475
+12,479
| +113% | +$603K | 0.15% | 133 |
|
2022
Q1 | $538K | Sell |
10,996
-1,200
| -10% | -$58.7K | 0.08% | 239 |
|
2021
Q4 | $610K | Sell |
12,196
-1,060
| -8% | -$53K | 0.09% | 227 |
|
2021
Q3 | $670K | Sell |
13,256
-620
| -4% | -$31.3K | 0.1% | 199 |
|
2021
Q2 | $706K | Sell |
13,876
-11,570
| -45% | -$589K | 0.11% | 182 |
|
2021
Q1 | $1.3M | Sell |
25,446
-4,936
| -16% | -$252K | 0.23% | 105 |
|
2020
Q4 | $1.56M | Buy |
+30,382
| New | +$1.56M | 0.32% | 73 |
|