USAdvisors Wealth Management’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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-4,426
Closed -$210K 118
2022
Q3
$210K Buy
4,426
+18
+0.4% +$868 0.11% 110
2022
Q2
$213K Sell
4,408
-177
-4% -$8.6K 0.11% 107
2022
Q1
$224K Sell
4,585
-280
-6% -$13.9K 0.1% 111
2021
Q4
$243K Sell
4,865
-366
-7% -$18.4K 0.1% 108
2021
Q3
$265K Buy
5,231
+12
+0.2% +$609 0.11% 94
2021
Q2
$266K Sell
5,219
-6,736
-56% -$344K 0.14% 95
2021
Q1
$610K Sell
11,955
-19,354
-62% -$994K 0.3% 67
2020
Q4
$1.61M Sell
31,309
-3,966
-11% -$205K 0.77% 32
2020
Q3
$1.82K Sell
35,275
-1,555
-4% -$80.5K 0.28% 26
2020
Q2
$1.9M Buy
36,830
+4,794
+15% +$248K 1.01% 23
2020
Q1
$1.63M Buy
32,036
+22,685
+243% +$1.18M 1.01% 20
2019
Q4
$484K Buy
+9,351
New +$485K 0.25% 47

Other funds holding LMBS