Mendota Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Hold |
0
| – | -$2 | – | 820 |
|
|
2024
Q3 | – | Hold |
0
| – | -$2 | – | 1185 |
|
|
2024
Q2 | – | Hold |
0
| – | -$2 | – | 384 |
|
|
2024
Q1 | – | Sell |
-9
| Closed | -$458 | – | 328 |
|
|
2023
Q4 | $458 | Sell |
9
-3,043
| -100% | -$155K | ﹤0.01% | 353 |
|
|
2023
Q3 | $144K | Sell |
3,052
-350
| -10% | -$16.5K | 0.15% | 60 |
|
|
2023
Q2 | $162K | Sell |
3,402
-5,949
| -64% | -$284K | 0.18% | 50 |
|
|
2023
Q1 | $458K | Buy |
9,351
+3,882
| +71% | +$190K | 0.46% | 29 |
|
|
2022
Q4 | $259K | Buy |
+5,469
| New | +$259K | 0.33% | 28 |
|