Certified Advisory Corp’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Certified Advisory Corp's LMBS Position: Q2 2026 in Review
Certified Advisory Corp increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3,304% in Q2 2026, buying an estimated $10.6M and bringing the position to 219,609 shares worth $10.9M. The position accounts for 0.88% of the portfolio, ranked #34.
Certified Advisory Corp first reported a position in LMBS in Q2 2025 and has held it in 5 quarters since. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Certified Advisory Corp held 219,609 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $10.9M as of Q2 2026.
- Certified Advisory Corp bought 213,157 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $10.6M.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.88% of Certified Advisory Corp's portfolio in Q2 2026, its #34 holding.
- Certified Advisory Corp first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2025 and has held it in 5 quarters since.
- 455 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 Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.