RIA
Regal Investment Advisors’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
Q1 | – | Sell |
-55,275
| Closed | -$2.67M | – | 592 |
|
|
2023
Q4 | $2.67M | Sell |
55,275
-1,091
| -2% | -$52.7K | 0.2% | 132 |
|
|
2023
Q3 | $2.66M | Buy |
56,366
+1,827
| +3% | +$86.3K | 0.22% | 121 |
|
|
2023
Q2 | $2.6M | Buy |
54,539
+1,725
| +3% | +$82.2K | 0.22% | 119 |
|
|
2023
Q1 | $2.53M | Buy |
52,814
+1,099
| +2% | +$52.6K | 0.22% | 121 |
|
|
2022
Q4 | $2.45M | Sell |
51,715
-1,431
| -3% | -$67.8K | 0.24% | 111 |
|
|
2022
Q3 | $2.52M | Sell |
53,146
-970
| -2% | -$45.9K | 0.27% | 100 |
|
|
2022
Q2 | $2.61M | Buy |
54,116
+3,365
| +7% | +$163K | 0.27% | 97 |
|
|
2022
Q1 | $2.48M | Buy |
50,751
+1,225
| +2% | +$60K | 0.23% | 109 |
|
|
2021
Q4 | $2.48M | Buy |
49,526
+2,102
| +4% | +$105K | 0.22% | 110 |
|
|
2021
Q3 | $2.4M | Sell |
47,424
-861
| -2% | -$43.6K | 0.23% | 113 |
|
|
2021
Q2 | $2.46M | Buy |
+48,285
| New | +$2.46M | 0.25% | 99 |
|
|
2021
Q1 | – | Sell |
-56,884
| Closed | -$2.93M | – | 252 |
|
|
2020
Q4 | $2.93M | Buy |
+56,884
| New | +$2.93M | 0.33% | 79 |
|
|
2020
Q3 | – | Sell |
-26,602
| Closed | -$1.38M | – | 149 |
|
|
2020
Q2 | $1.38M | Buy |
+26,602
| New | +$1.38M | 0.25% | 99 |
|
|
2018
Q3 | – | Sell |
-4,053
| Closed | -$207K | – | 336 |
|
|
2018
Q2 | $207K | Buy |
+4,053
| New | +$207K | 0.06% | 242 |
|