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