Center For Asset Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.87M Buy
37,579
+591
+2% +$29.5K 0.83% 33
2026
Q1
$1.84M Buy
36,988
+5,882
+19% +$295K 0.92% 30
2025
Q4
$1.56M Buy
+31,106
New +$1.55M 0.81% 37
2021
Q4
Sell
-6,765
Closed -$342K 130
2021
Q3
$342K Buy
6,765
+91
+1% +$4.62K 0.29% 61
2021
Q2
$340K Buy
6,674
+209
+3% +$10.7K 0.29% 61
2021
Q1
$330K Buy
6,465
+293
+5% +$15.1K 0.32% 55
2020
Q4
$318K Buy
+6,172
New +$318K 0.32% 54

Other funds holding LMBS

Center For Asset Management's LMBS Position: Q2 2026 in Review

Center For Asset Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1.6% in Q2 2026, buying an estimated $29.5K and bringing the position to 37,579 shares worth $1.87M. The position accounts for 0.83% of the portfolio, ranked #33.

Center For Asset Management first reported a position in LMBS in Q4 2020 and has held it in 7 quarters since. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Center For Asset Management held 37,579 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.87M as of Q2 2026.
  • Center For Asset Management bought 591 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $29.5K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.83% of Center For Asset Management's portfolio in Q2 2026, its #33 holding.
  • Center For Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and has held it in 7 quarters since.
  • 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 Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.