PFG
Prosperity Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-69,331
| Closed | -$3.41M | – | 171 |
|
|
2025
Q1 | $3.41M | Sell |
69,331
-68,986
| -50% | -$3.39M | 1.7% | 14 |
|
|
2024
Q4 | $6.73M | Buy |
138,317
+34,204
| +33% | +$1.66M | 3.35% | 4 |
|
|
2024
Q3 | $5.14M | Buy |
104,113
+6,672
| +7% | +$330K | 2.88% | 4 |
|
|
2024
Q2 | $4.68M | Sell |
97,441
-14,114
| -13% | -$678K | 2.95% | 6 |
|
|
2024
Q1 | $5.38M | Buy |
+111,555
| New | +$5.38M | 3.32% | 3 |
|