Transamerica Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-350
| Closed | -$19K | – | 352 |
|
|
2019
Q2 | $19K | Buy |
+350
| New | +$19K | ﹤0.01% | 275 |
|
|
2019
Q1 | – | Sell |
-408
| Closed | -$21K | – | 313 |
|
|
2018
Q4 | $21K | Sell |
408
-192
| -32% | -$9.88K | 0.01% | 261 |
|
|
2018
Q3 | $31K | Sell |
600
-5,977
| -91% | -$309K | 0.01% | 252 |
|
|
2018
Q2 | $337K | Buy |
6,577
+321
| +5% | +$16.4K | 0.07% | 145 |
|
|
2018
Q1 | $322K | Sell |
6,256
-700
| -10% | -$36K | 0.05% | 190 |
|
|
2017
Q4 | $360K | Buy |
6,956
+485
| +7% | +$25.1K | 0.05% | 204 |
|
|
2017
Q3 | $337K | Sell |
6,471
-275
| -4% | -$14.3K | 0.04% | 202 |
|
|
2017
Q2 | $352K | Buy |
6,746
+4,450
| +194% | +$232K | 0.05% | 195 |
|
|
2017
Q1 | $120K | Buy |
+2,296
| New | +$120K | 0.01% | 219 |
|