TLFA
True Link Financial Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-83,335
| Closed | -$3.94M | – | 90 |
|
|
2023
Q3 | $3.94M | Buy |
83,335
+683
| +0.8% | +$32.3K | 0.47% | 17 |
|
|
2023
Q2 | $3.94M | Hold |
82,652
| – | – | 0.48% | 18 |
|
|
2023
Q1 | $3.96M | Hold |
82,652
| – | – | 0.5% | 21 |
|
|
2022
Q4 | $3.92M | Buy |
82,652
+3,750
| +5% | +$178K | 0.53% | 20 |
|
|
2022
Q3 | $3.74M | Buy |
78,902
+22,973
| +41% | +$1.09M | 0.54% | 19 |
|
|
2022
Q2 | $2.7M | Hold |
55,929
| – | – | 0.41% | 25 |
|
|
2022
Q1 | $2.74M | Sell |
55,929
-44,363
| -44% | -$2.17M | 0.4% | 21 |
|
|
2021
Q4 | $5.01M | Sell |
100,292
-74
| -0.1% | -$3.7K | 0.67% | 16 |
|
|
2021
Q3 | $5.08M | Buy |
100,366
+10,500
| +12% | +$531K | 0.7% | 16 |
|
|
2021
Q2 | $4.57M | Buy |
89,866
+3,000
| +3% | +$153K | 0.67% | 18 |
|
|
2021
Q1 | $4.44M | Buy |
86,866
+5,000
| +6% | +$255K | 0.64% | 21 |
|
|
2020
Q4 | $4.21M | Buy |
+81,866
| New | +$4.21M | 0.66% | 23 |
|