Strategic Financial Partners’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
Q1 | – | Sell |
-4,270
| Closed | -$206K | – | 75 |
|
|
2023
Q4 | $206K | Sell |
4,270
-76
| -2% | -$3.67K | 0.12% | 68 |
|
|
2023
Q3 | $205K | Buy |
4,346
+3
| +0.1% | +$142 | 0.12% | 69 |
|
|
2023
Q2 | $207K | Buy |
4,343
+3
| +0.1% | +$143 | 0.12% | 68 |
|
|
2023
Q1 | $208K | Sell |
4,340
-1,281
| -23% | -$61.3K | 0.13% | 67 |
|
|
2022
Q4 | $267K | Buy |
5,621
+38
| +0.7% | +$1.81K | 0.16% | 60 |
|
|
2022
Q3 | $264K | Buy |
+5,583
| New | +$264K | 0.17% | 51 |
|
|
2022
Q1 | – | Sell |
-4,206
| Closed | -$210K | – | 71 |
|
|
2021
Q4 | $210K | Hold |
4,206
| – | – | 0.1% | 67 |
|
|
2021
Q3 | $213K | Sell |
4,206
-534
| -11% | -$27K | 0.11% | 66 |
|
|
2021
Q2 | $241K | Sell |
4,740
-8,240
| -63% | -$419K | 0.13% | 63 |
|
|
2021
Q1 | $663K | Sell |
12,980
-1,639
| -11% | -$83.7K | 0.39% | 34 |
|
|
2020
Q4 | $752K | Sell |
14,619
-799
| -5% | -$41.1K | 0.49% | 27 |
|
|
2020
Q3 | $797K | Buy |
15,418
+30
| +0.2% | +$1.55K | 0.62% | 25 |
|
|
2020
Q2 | $795K | Sell |
15,388
-153
| -1% | -$7.91K | 0.66% | 23 |
|
|
2020
Q1 | $793K | Sell |
15,541
-5,819
| -27% | -$297K | 0.84% | 23 |
|
|
2019
Q4 | $1.11M | Buy |
+21,360
| New | +$1.11M | 0.91% | 20 |
|