SVB Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,152
| Closed | -$210K | – | 898 |
|
|
2021
Q3 | $210K | Sell |
4,152
-852
| -17% | -$43.1K | ﹤0.01% | 896 |
|
|
2021
Q2 | $255K | Sell |
5,004
-620
| -11% | -$31.6K | ﹤0.01% | 817 |
|
|
2021
Q1 | $287K | Sell |
5,624
-1,225
| -18% | -$62.5K | ﹤0.01% | 705 |
|
|
2020
Q4 | $352K | Buy |
6,849
+2,151
| +46% | +$111K | 0.01% | 569 |
|
|
2020
Q3 | $243K | Buy |
+4,698
| New | +$243K | ﹤0.01% | 574 |
|