Sheets Smith Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,700
| Closed | -$227K | – | 392 |
|
|
2024
Q1 | $227K | Hold |
4,700
| – | – | 0.03% | 353 |
|
|
2023
Q4 | $227K | Sell |
4,700
-2,000
| -30% | -$96.6K | 0.03% | 318 |
|
|
2023
Q3 | $317K | Hold |
6,700
| – | – | 0.05% | 268 |
|
|
2023
Q2 | $319K | Buy |
6,700
+1,000
| +18% | +$47.7K | 0.05% | 270 |
|
|
2023
Q1 | $273K | Buy |
5,700
+1,000
| +21% | +$47.9K | 0.04% | 273 |
|
|
2022
Q4 | $223K | Hold |
4,700
| – | – | 0.03% | 279 |
|
|
2022
Q3 | $223K | Hold |
4,700
| – | – | 0.04% | 278 |
|
|
2022
Q2 | $227K | Hold |
4,700
| – | – | 0.04% | 274 |
|
|
2022
Q1 | $230K | Buy |
+4,700
| New | +$230K | 0.03% | 319 |
|