WI
WBI Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-170,779
| Closed | -$8.72M | – | 229 |
|
|
2018
Q4 | $8.72M | Buy |
170,779
+142,013
| +494% | +$7.25M | 0.98% | 20 |
|
|
2018
Q3 | $1.47M | Buy |
+28,766
| New | +$1.47M | 0.08% | 184 |
|
|
2018
Q2 | – | Sell |
-349,837
| Closed | -$18M | – | 269 |
|
|
2018
Q1 | $18M | Sell |
349,837
-486,636
| -58% | -$25M | 0.92% | 30 |
|
|
2017
Q4 | $43.2M | Buy |
+836,473
| New | +$43.2M | 2% | 12 |
|