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: Q1 2026 in Review
Avaii Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3.4% in Q1 2026, buying an estimated $25.6K and bringing the position to 15,389 shares worth $767K. The position accounts for 0.27% of the portfolio, ranked #49.
Avaii Wealth Management first reported a position in LMBS in Q2 2024 and has held it in 8 quarters since. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.
- Avaii Wealth Management held 15,389 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $767K as of Q1 2026.
- Avaii Wealth Management bought 510 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $25.6K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.27% of Avaii Wealth Management's portfolio in Q1 2026, its #49 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 8 quarters since.
- 440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.
Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.