Claro Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Claro Advisors's LMBS Position: Q2 2026 in Review
Claro Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 13% in Q2 2026, buying an estimated $50K and bringing the position to 8,965 shares worth $446K. The position accounts for 0.05% of the portfolio, ranked #292.
Claro Advisors first reported a position in LMBS in Q1 2019 and has held it in 30 quarters since. The position peaked at $6.3M in Q1 2021. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Claro Advisors held 8,965 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $446K as of Q2 2026.
- Claro Advisors bought 1,002 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $50K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.05% of Claro Advisors's portfolio in Q2 2026, its #292 holding.
- Claro Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2019 and has held it in 30 quarters since.
- Claro Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $6.3M in Q1 2021.
- 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 Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.