Sargent Bickham Lagudis’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
Q4
$27.6K Hold
583
﹤0.01% 548
2022
Q3
$27K Sell
583
-262
-31% -$12.6K ﹤0.01% 524
2022
Q2
$41K Sell
845
-474
-36% -$23K ﹤0.01% 459
2022
Q1
$65K Sell
1,319
-473
-26% -$23.4K 0.01% 401
2021
Q4
$90K Sell
1,792
-3,953
-69% -$199K 0.01% 349
2021
Q3
$291K Hold
5,745
0.02% 212
2021
Q2
$292K Sell
5,745
-3,864
-40% -$197K 0.02% 217
2021
Q1
$491K Sell
9,609
-324
-3% -$16.6K 0.04% 161
2020
Q4
$511K Sell
9,933
-11,248
-53% -$580K 0.05% 158
2020
Q3
$1.09M Sell
21,181
-9,584
-31% -$496K 0.11% 108
2020
Q2
$1.59M Sell
30,765
-9,562
-24% -$494K 0.17% 97
2020
Q1
$2.06M Sell
40,327
-25,082
-38% -$1.3M 0.26% 82
2019
Q4
$3.39M Buy
65,409
+30,974
+90% +$1.61M 0.38% 62
2019
Q3
$1.79M Sell
34,435
-451,132
-93% -$23.4M 0.22% 87
2019
Q2
$25.1M Buy
485,567
+14,860
+3% +$764K 2.98% 7
2019
Q1
$24.1M Buy
470,707
+43,745
+10% +$2.24M 2.79% 8
2018
Q4
$21.8M Buy
+426,962
New +$21.7M 2.82% 8

Other funds holding LMBS