Belpointe Asset 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
Belpointe Asset Management's LMBS Position: Q2 2026 in Review
Belpointe Asset Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 17% in Q2 2026, selling an estimated $278K and leaving 28,100 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #386.
Belpointe Asset Management first reported a position in LMBS in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.63M in Q2 2025. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Belpointe Asset Management held 28,100 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.4M as of Q2 2026.
- Belpointe Asset Management sold 5,583 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $278K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.05% of Belpointe Asset Management's portfolio in Q2 2026, its #386 holding.
- Belpointe Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2021 and has held it in 20 quarters since.
- Belpointe Asset Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.63M in Q2 2025.
- 457 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 Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.