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 |
|