Manchester Financial’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
Q2 | – | Sell |
-29,685
| Closed | -$1.42M | – | 99 |
|
2023
Q1 | $1.42M | Sell |
29,685
-9,892
| -25% | -$474K | 0.41% | 28 |
|
2022
Q4 | $1.88M | Sell |
39,577
-21,211
| -35% | -$1.01M | 0.51% | 26 |
|
2022
Q3 | $2.88M | Sell |
60,788
-87,827
| -59% | -$4.16M | 0.83% | 23 |
|
2022
Q2 | $7.18M | Buy |
148,615
+23,508
| +19% | +$1.14M | 2.78% | 9 |
|
2022
Q1 | $6.12M | Sell |
125,107
-105,363
| -46% | -$5.16M | 2.2% | 10 |
|
2021
Q4 | $11.5M | Buy |
+230,470
| New | +$11.5M | 4.04% | 7 |
|