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TruWealth 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 |
-6,449
| Closed | -$305K | – | 155 |
|
|
2023
Q3 | $305K | Hold |
6,449
| – | – | 0.03% | 110 |
|
|
2023
Q2 | $307K | Sell |
6,449
-1,230
| -16% | -$58.6K | 0.03% | 109 |
|
|
2023
Q1 | $368K | Hold |
7,679
| – | – | 0.03% | 101 |
|
|
2022
Q4 | $364K | Sell |
7,679
-1,330
| -15% | -$63.1K | 0.04% | 101 |
|
|
2022
Q3 | $427K | Buy |
9,009
+252
| +3% | +$11.9K | 0.05% | 85 |
|
|
2022
Q2 | $423K | Hold |
8,757
| – | – | 0.05% | 87 |
|
|
2022
Q1 | $429K | Hold |
8,757
| – | – | 0.04% | 78 |
|
|
2021
Q4 | $438K | Sell |
8,757
-500
| -5% | -$25K | 0.04% | 81 |
|
|
2021
Q3 | $468K | Hold |
9,257
| – | – | 0.05% | 79 |
|
|
2021
Q2 | $471K | Buy |
+9,257
| New | +$471K | 0.06% | 76 |
|