TRUADVICE’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $284K | Sell |
6,024
-4,171
| -41% | -$197K | 0.11% | 182 |
|
|
2023
Q2 | $486K | Buy |
10,195
+677
| +7% | +$32.3K | 0.18% | 136 |
|
|
2023
Q1 | $456K | Buy |
+9,518
| New | +$456K | 0.18% | 128 |
|
|
2021
Q3 | – | Sell |
-7,748
| Closed | -$394K | – | 218 |
|
|
2021
Q2 | $394K | Sell |
7,748
-1,660
| -18% | -$84.4K | 0.09% | 203 |
|
|
2021
Q1 | $481K | Sell |
9,408
-8,594
| -48% | -$439K | 0.14% | 133 |
|
|
2020
Q4 | $928K | Sell |
18,002
-1,314
| -7% | -$67.7K | 0.28% | 87 |
|
|
2020
Q3 | $999K | Buy |
+19,316
| New | +$999K | 0.41% | 64 |
|