Smith Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $4.19M | Buy |
81,116
+610
| +0.8% | +$31.5K | 2.57% | 10 |
|
|
2020
Q2 | $4.16M | Sell |
80,506
-755
| -0.9% | -$39K | 2.74% | 10 |
|
|
2020
Q1 | $4.14M | Buy |
81,261
+14,890
| +22% | +$759K | 3.14% | 8 |
|
|
2019
Q4 | $3.44M | Buy |
66,371
+49,731
| +299% | +$2.58M | 2.19% | 11 |
|
|
2019
Q3 | $865K | Buy |
16,640
+770
| +5% | +$40K | 0.63% | 35 |
|
|
2019
Q2 | $820K | Buy |
15,870
+1,555
| +11% | +$80.3K | 0.6% | 36 |
|
|
2019
Q1 | $734K | Buy |
14,315
+4,315
| +43% | +$221K | 0.57% | 37 |
|
|
2018
Q4 | $511K | Buy |
+10,000
| New | +$511K | 0.42% | 41 |
|