Adamsbrown Wealth Consultants’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Adamsbrown Wealth Consultants's LMBS Position: Q2 2026 in Review
Adamsbrown Wealth Consultants increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2.5% in Q2 2026, buying an estimated $319K and bringing the position to 258,802 shares worth $12.9M. The position accounts for 2.43% of the portfolio, ranked #14.
Adamsbrown Wealth Consultants first reported a position in LMBS in Q4 2024 and has held it in 7 quarters since. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Adamsbrown Wealth Consultants held 258,802 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $12.9M as of Q2 2026.
- Adamsbrown Wealth Consultants bought 6,396 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $319K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 2.43% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #14 holding.
- Adamsbrown Wealth Consultants first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
- 456 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 Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.