Strategic Investment Advisors’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
Q4
Sell
-40,016
Closed -$2.07M 203
2020
Q3
$2.07M Buy
40,016
+3,728
+10% +$193K 0.7% 41
2020
Q2
$1.88M Buy
36,288
+2,915
+9% +$151K 0.71% 41
2020
Q1
$1.7M Buy
33,373
+826
+3% +$42.1K 0.78% 37
2019
Q4
$1.69M Buy
32,547
+2,734
+9% +$142K 0.7% 36
2019
Q3
$1.56M Buy
29,813
+2,892
+11% +$151K 0.75% 33
2019
Q2
$1.39M Buy
+26,921
New +$1.39M 0.76% 36