Win Advisors’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
Q4 | – | Sell |
-21,719
| Closed | -$1.07M | – | 70 |
|
|
2024
Q3 | $1.07M | Sell |
21,719
-218,096
| -91% | -$10.8M | 0.5% | 35 |
|
|
2024
Q2 | $11.5M | Buy |
+239,815
| New | +$11.5M | 5.15% | 8 |
|
|
2024
Q1 | – | Sell |
-28,845
| Closed | -$1.39M | – | 76 |
|
|
2023
Q4 | $1.39M | Buy |
+28,845
| New | +$1.39M | 0.63% | 32 |
|
|
2023
Q3 | – | Sell |
-52,321
| Closed | -$2.01M | – | 57 |
|
|
2023
Q2 | $2.01M | Buy |
+52,321
| New | +$2.01M | 2.68% | 8 |
|