Number of Shares
42,341.00
Current Holdings Value*
$2.09 Mil
% of Portfolio
4.07%
Total Estimate Gain
$139,455.94
% of Total Estimate Gain
3.03%

AIFG Consultants Ltd.'s First Trust Low Duration Mortgage Opportunities ET Holding Summary

As of 2025-06-30, AIFG Consultants Ltd. held 42,341.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $2.09 Mil. This investment constitutes 4.07% of their stock portfolio, and AIFG Consultants Ltd. now holds 0.04% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.

The initial trade took place in 2022Q4. And since then AIFG Consultants Ltd. has made 2 purchases of LMBS, at an average price of $47.02, for a total of 97,896.00 shares. In addition, there have been 8 sales at an average price of $47.87 for 55,555.00 shares. Based on historical transaction data and LMBS's current price of $49.20, AIFG Consultants Ltd.'s estimated gain on his LMBS holdings is $139,455.94, reflecting a 3.03% gain to date.

AIFG Consultants Ltd. LMBS ($49.20) Holding Chart

AIFG Consultants Ltd. LMBS ($49.20) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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