Number of Shares
712,177.00
Current Holdings Value*
$34.85 Mil
% of Portfolio
1.98%
Total Estimate Gain
$-82,692.96
% of Total Estimate Gain
-0.22%

Csenge Advisory Group's First Trust Low Duration Mortgage Opportunities ET Holding Summary

As of 2025-03-31, Csenge Advisory Group held 712,177.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $34.85 Mil. This investment constitutes 1.98% of their stock portfolio, and Csenge Advisory Group now holds 0.7% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.

The initial trade took place in 2019Q3. And since then Csenge Advisory Group has made 21 purchases of LMBS, at an average price of $49.34, for a total of 744,938.00 shares. In addition, there have been 2 sales at an average price of $49.50 for 32,761.00 shares. Based on historical transaction data and LMBS's current price of $49.22, Csenge Advisory Group's estimated gain on his LMBS holdings is $-82,692.96, reflecting a -0.22% gain to date.

Csenge Advisory Group LMBS ($49.22) Holding Chart

Csenge Advisory Group LMBS ($49.22) 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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