Ascent Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Ascent Group's LMBS Position: Q2 2026 in Review
Ascent Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.82% in Q2 2026, buying an estimated $6.48K and bringing the position to 15,900 shares worth $792K. The position accounts for 0.02% of the portfolio, ranked #443.
Ascent Group first reported a position in LMBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $806K in Q4 2025. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Ascent Group held 15,900 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $792K as of Q2 2026.
- Ascent Group bought 130 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $6.48K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Ascent Group's portfolio in Q2 2026, its #443 holding.
- Ascent Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
- Ascent Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $806K in Q4 2025.
- 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 Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.