Number of Shares
154,097.00
Current Holdings Value*
$7.58 Mil
% of Portfolio
4.53%
Total Estimate Gain
$51,532.94
% of Total Estimate Gain
0.32%

Friedenthal Financial's First Trust Low Duration Mortgage Opportunities ET Holding Summary

As of 2025-03-31, Friedenthal Financial held 154,097.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $7.58 Mil. This investment constitutes 4.53% of their stock portfolio, and Friedenthal Financial now holds 0.15% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.

The initial trade took place in 2022Q1. And since then Friedenthal Financial has made 9 purchases of LMBS, at an average price of $48.64, for a total of 330,170.00 shares. In addition, there have been 4 sales at an average price of $48.42 for 176,073.00 shares. Based on historical transaction data and LMBS's current price of $49.23, Friedenthal Financial's estimated gain on his LMBS holdings is $51,532.94, reflecting a 0.32% gain to date.

Friedenthal Financial LMBS ($49.23) Holding Chart

Friedenthal Financial LMBS ($49.23) 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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