Aaron Wealth Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Aaron Wealth Advisors's LMBS Position: Q2 2026 in Review
Aaron Wealth Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1.6% in Q2 2026, buying an estimated $487K and bringing the position to 619,993 shares worth $30.9M. The position accounts for 1.57% of the portfolio, ranked #13.
Aaron Wealth Advisors first reported a position in LMBS in Q3 2023 and has held it in 12 quarters since. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Aaron Wealth Advisors held 619,993 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $30.9M as of Q2 2026.
- Aaron Wealth Advisors bought 9,765 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $487K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.57% of Aaron Wealth Advisors's portfolio in Q2 2026, its #13 holding.
- Aaron Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2023 and has held it in 12 quarters since.
- 453 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2026.
Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.