Number of Shares
133,530.00
Current Holdings Value*
$6.56 Mil
% of Portfolio
2.39%
Total Estimate Gain
$202,756.19
% of Total Estimate Gain
3.13%

Lunt Capital Management, Inc.'s First Trust Low Duration Mortgage Opportunities ET Holding Summary

As of 2025-03-31, Lunt Capital Management, Inc. held 133,530.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $6.56 Mil. This investment constitutes 2.39% of their stock portfolio, and Lunt Capital Management, Inc. now holds 0.13% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.

The initial trade took place in 2023Q2. And since then Lunt Capital Management, Inc. has made 6 purchases of LMBS, at an average price of $47.73, for a total of 135,738.00 shares. In addition, there have been 1 sales at an average price of $47.41 for 2,208.00 shares. Based on historical transaction data and LMBS's current price of $49.26, Lunt Capital Management, Inc.'s estimated gain on his LMBS holdings is $202,756.19, reflecting a 3.13% gain to date.

Lunt Capital Management, Inc. LMBS ($49.26) Holding Chart

Lunt Capital Management, Inc. LMBS ($49.26) 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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