Valmark Advisers’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
Q2 | – | Sell |
-15,462
| Closed | -$793K | – | 231 |
|
|
2019
Q1 | $793K | Sell |
15,462
-8,600
| -36% | -$441K | 0.02% | 107 |
|
|
2018
Q4 | $1.23M | Buy |
24,062
+3,230
| +16% | +$165K | 0.03% | 73 |
|
|
2018
Q3 | $1.06M | Buy |
20,832
+1,213
| +6% | +$61.8K | 0.02% | 82 |
|
|
2018
Q2 | $1M | Buy |
19,619
+2,370
| +14% | +$121K | 0.02% | 81 |
|
|
2018
Q1 | $886K | Buy |
17,249
+4,426
| +35% | +$227K | 0.02% | 87 |
|
|
2017
Q4 | $662K | Buy |
+12,823
| New | +$662K | 0.01% | 105 |
|