PPW
LMBS icon

Pasadena Private Wealth’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Pasadena Private Wealth’s Portfolio LMBS Stock Details LMBS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-40,574
Closed -$2.1M – 83
2019
Q4 		$2.1M Buy
40,574
+6,230
+18% +$323K 0.92% 16
2019
Q3 		$1.79M Buy
34,344
+19,418
+130% +$1.01M 0.82% 16
2019
Q2 		$771K Buy
+14,926
New +$771K 0.36% 22