Money Concepts Capital’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
Q1 | – | Sell |
-5,945
| Closed | -$282K | – | 1864 |
|
|
2022
Q4 | $282K | Sell |
5,945
-5,088
| -46% | -$241K | 0.01% | 574 |
|
|
2022
Q3 | $522K | Sell |
11,033
-294
| -3% | -$13.9K | 0.03% | 290 |
|
|
2022
Q2 | $548K | Sell |
11,327
-5,225
| -32% | -$253K | 0.05% | 262 |
|
|
2022
Q1 | $810K | Buy |
16,552
+10,157
| +159% | +$497K | 0.05% | 328 |
|
|
2021
Q4 | $320K | Buy |
+6,395
| New | +$320K | 0.03% | 396 |
|
|
2021
Q1 | $467K | Buy |
9,138
+1,746
| +24% | +$89.2K | 0.04% | 326 |
|
|
2020
Q4 | $380K | Buy |
+7,392
| New | +$380K | 0.04% | 325 |
|