Crusonia Wealth 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
Crusonia Wealth Advisors's LMBS Position: Q2 2026 in Review
Crusonia Wealth Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.75% in Q2 2026, buying an estimated $7.93K and bringing the position to 21,463 shares worth $1.07M. The position accounts for 0.18% of the portfolio, ranked #91.
Crusonia Wealth Advisors first reported a position in LMBS in Q4 2025 and has held it in 3 quarters since. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Crusonia Wealth Advisors held 21,463 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.07M as of Q2 2026.
- Crusonia Wealth Advisors bought 159 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $7.93K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.18% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #91 holding.
- Crusonia Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
- 457 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 Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.