Clear Point 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
Clear Point Advisors's LMBS Position: Q2 2026 in Review
Clear Point Advisors opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026: 45,392 shares worth $2.26M. The stake represents 2% of the portfolio and ranks #12 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in LMBS as recently as Q4 2025.
Clear Point Advisors first reported a position in LMBS in Q4 2023 and has held it in 6 quarters since. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Clear Point Advisors held 45,392 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.26M as of Q2 2026.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Clear Point Advisors position in Q2 2026.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 2% of Clear Point Advisors's portfolio in Q2 2026, its #12 holding.
- Clear Point Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2023 and has held it in 6 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 Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.