Creative Planning’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Creative Planning's LMBS Position: Q1 2026 in Review
Creative Planning increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 45% in Q1 2026, buying an estimated $212K and bringing the position to 13,570 shares worth $676K. The position accounts for ﹤0.01% of the portfolio, ranked #2785.
Creative Planning first reported a position in LMBS in Q1 2017 and has held it in 15 quarters since. The position peaked at $1.32M in Q3 2023. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.
- Creative Planning held 13,570 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $676K as of Q1 2026.
- Creative Planning bought 4,223 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $212K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2785 holding.
- Creative Planning first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2017 and has held it in 15 quarters since.
- Creative Planning's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.32M in Q3 2023.
- 440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.