New England Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-13,968
| Closed | -$713K | – | 105 |
|
|
2021
Q1 | $713K | Buy |
13,968
+73
| +0.5% | +$3.73K | 0.12% | 63 |
|
|
2020
Q4 | $715K | Buy |
13,895
+75
| +0.5% | +$3.86K | 0.16% | 57 |
|
|
2020
Q3 | $714K | Sell |
13,820
-3,767
| -21% | -$195K | 0.18% | 56 |
|
|
2020
Q2 | $909K | Sell |
17,587
-9,122
| -34% | -$471K | 0.25% | 50 |
|
|
2020
Q1 | $1.36M | Buy |
26,709
+17,538
| +191% | +$894K | 0.46% | 40 |
|
|
2019
Q4 | $475K | Buy |
9,171
+53
| +0.6% | +$2.75K | 0.12% | 57 |
|
|
2019
Q3 | $474K | Buy |
9,118
+59
| +0.7% | +$3.07K | 0.12% | 94 |
|
|
2019
Q2 | $468K | Buy |
9,059
+61
| +0.7% | +$3.15K | 0.11% | 95 |
|
|
2019
Q1 | $461K | Buy |
8,998
+62
| +0.7% | +$3.18K | 0.12% | 93 |
|
|
2018
Q4 | $456K | Buy |
8,936
+62
| +0.7% | +$3.16K | 0.13% | 88 |
|
|
2018
Q3 | $452K | Buy |
8,874
+61
| +0.7% | +$3.11K | 0.12% | 93 |
|
|
2018
Q2 | $451K | Buy |
8,813
+60
| +0.7% | +$3.07K | 0.13% | 89 |
|
|
2018
Q1 | $450K | Buy |
+8,753
| New | +$450K | 0.13% | 94 |
|