OFS
OneAscent Financial Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,044
| Closed | -$242K | – | 267 |
|
|
2024
Q2 | $242K | Buy |
5,044
+424
| +9% | +$20.3K | 0.03% | 211 |
|
|
2024
Q1 | $223K | Sell |
4,620
-49
| -1% | -$2.37K | 0.02% | 345 |
|
|
2023
Q4 | $226K | Buy |
4,669
+334
| +8% | +$16.2K | 0.03% | 324 |
|
|
2023
Q3 | $205K | Buy |
+4,335
| New | +$205K | 0.05% | 255 |
|