Bartlett & Co 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
Bartlett & Co Wealth Management's LMBS Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 18% in Q1 2026, selling an estimated $3.16K and leaving 284 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #872.
Bartlett & Co Wealth Management first reported a position in LMBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.3K in Q4 2025. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.
- Bartlett & Co Wealth Management held 284 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $14.2K as of Q1 2026.
- Bartlett & Co Wealth Management sold 63 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $3.16K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #872 holding.
- Bartlett & Co Wealth Management 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 6 quarters since.
- Bartlett & Co Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $17.3K in Q4 2025.
- 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 Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.