Avaii Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Avaii Wealth Management's LMBS Position: Q2 2026 in Review
Avaii Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.3% in Q2 2026, selling an estimated $2.29K and leaving 15,343 shares worth $764K. The position accounts for 0.22% of the portfolio, ranked #55.
Avaii Wealth Management first reported a position in LMBS in Q2 2024 and has held it in 9 quarters since. The position peaked at $767K in Q1 2026. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Avaii Wealth Management held 15,343 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $764K as of Q2 2026.
- Avaii Wealth Management sold 46 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $2.29K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.22% of Avaii Wealth Management's portfolio in Q2 2026, its #55 holding.
- Avaii Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2024 and has held it in 9 quarters since.
- Avaii Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $767K in Q1 2026.
- 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 Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.