Marks Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-133,654
| Closed | -$6.54M | – | 25 |
|
|
2022
Q1 | $6.54M | Buy |
133,654
+17,327
| +15% | +$848K | 1.99% | 15 |
|
|
2021
Q4 | $5.82M | Sell |
116,327
-181,412
| -61% | -$9.07M | 1.82% | 16 |
|
|
2021
Q3 | $15.1M | Buy |
297,739
+99,525
| +50% | +$5.03M | 4.92% | 9 |
|
|
2021
Q2 | $10.1M | Sell |
198,214
-3,731
| -2% | -$190K | 3.4% | 13 |
|
|
2021
Q1 | $10.3M | Buy |
+201,945
| New | +$10.3M | 3.39% | 14 |
|