Principle Wealth Partners’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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $288K | Sell |
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|
2022
Q1 | $321K | Sell |
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|
2021
Q4 | $483K | Sell |
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|
2021
Q3 | $892K | Sell |
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|
2021
Q2 | $1.29M | Sell |
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|
2021
Q1 | $1.3M | Sell |
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|
2020
Q4 | $1.69M | Sell |
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|
2020
Q3 | $1.87M | Sell |
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|
2020
Q2 | $2.27M | Hold |
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|
2020
Q1 | $2.24M | Buy |
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|
2019
Q4 | $570K | Buy |
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