RDA Financial Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,265
| Closed | -$252K | – | 231 |
|
|
2023
Q1 | $252K | Hold |
5,265
| – | – | 0.12% | 181 |
|
|
2022
Q4 | $250K | Hold |
5,265
| – | – | 0.13% | 172 |
|
|
2022
Q3 | $249K | Sell |
5,265
-200
| -4% | -$9.46K | 0.14% | 161 |
|
|
2022
Q2 | $264K | Hold |
5,465
| – | – | 0.13% | 157 |
|
|
2022
Q1 | $268K | Sell |
5,465
-99
| -2% | -$4.86K | 0.11% | 177 |
|
|
2021
Q4 | $278K | Sell |
5,564
-710
| -11% | -$35.5K | 0.11% | 174 |
|
|
2021
Q3 | $317K | Buy |
6,274
+285
| +5% | +$14.4K | 0.14% | 165 |
|
|
2021
Q2 | $305K | Hold |
5,989
| – | – | 0.13% | 166 |
|
|
2021
Q1 | $306K | Hold |
5,989
| – | – | 0.13% | 165 |
|
|
2020
Q4 | $308K | Sell |
5,989
-445
| -7% | -$22.9K | 0.14% | 160 |
|
|
2020
Q3 | $333K | Buy |
6,434
+699
| +12% | +$36.2K | 0.15% | 143 |
|
|
2020
Q2 | $296K | Hold |
5,735
| – | – | 0.15% | 149 |
|
|
2020
Q1 | $292K | Sell |
5,735
-6,146
| -52% | -$313K | 0.18% | 125 |
|
|
2019
Q4 | $618K | Buy |
11,881
+2,005
| +20% | +$104K | 0.25% | 102 |
|
|
2019
Q3 | $513K | Sell |
9,876
-2,606
| -21% | -$135K | 0.22% | 109 |
|
|
2019
Q2 | $646K | Sell |
12,482
-2,821
| -18% | -$146K | 0.29% | 89 |
|
|
2019
Q1 | $785K | Buy |
+15,303
| New | +$785K | 0.37% | 72 |
|