Wills Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-25,737
| Closed | -$1.31M | – | 64 |
|
|
2018
Q3 | $1.31M | Sell |
25,737
-1,173
| -4% | -$59.8K | 0.87% | 38 |
|
|
2018
Q2 | $1.38M | Sell |
26,910
-7,273
| -21% | -$372K | 1% | 33 |
|
|
2018
Q1 | $1.76M | Sell |
34,183
-2,352
| -6% | -$121K | 1.3% | 32 |
|
|
2017
Q4 | $1.89M | Buy |
36,535
+150
| +0.4% | +$7.74K | 1.32% | 32 |
|
|
2017
Q3 | $1.89M | Buy |
36,385
+2,000
| +6% | +$104K | 1.39% | 30 |
|
|
2017
Q2 | $1.79M | Buy |
34,385
+2,960
| +9% | +$154K | 1.33% | 30 |
|
|
2017
Q1 | $1.64M | Buy |
+31,425
| New | +$1.64M | 1.25% | 32 |
|