VitalStone Financial’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
2024
Q3
$1.2M Sell
24,277
-5,541
-19% -$274K 0.82% 26
2024
Q2
$1.43M Sell
29,818
-6,528
-18% -$314K 1.04% 20
2024
Q1
$1.75M Buy
36,346
+6,909
+23% +$333K 1.34% 17
2023
Q4
$1.42M Buy
+29,437
New +$1.42M 1.14% 20