Concurrent Investment 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
Concurrent Investment Advisors's LMBS Position: Q2 2026 in Review
Concurrent Investment Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 7.7% in Q2 2026, selling an estimated $5.46M and leaving 1,315,350 shares worth $65.5M. The position accounts for 0.56% of the portfolio, ranked #23.
Concurrent Investment Advisors first reported a position in LMBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $71M in Q1 2026. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Concurrent Investment Advisors held 1,315,350 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $65.5M as of Q2 2026.
- Concurrent Investment Advisors sold 109,490 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $5.46M.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.56% of Concurrent Investment Advisors's portfolio in Q2 2026, its #23 holding.
- Concurrent Investment 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 11 quarters since.
- Concurrent Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $71M in Q1 2026.
- 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.