Crux 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
Crux Wealth Advisors's LMBS Position: Q2 2026 in Review
Crux Wealth Advisors opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026: 6,210 shares worth $309K. The stake represents 0.11% of the portfolio and ranks #155 among its holdings. This is a return to the name: Crux Wealth Advisors previously reported a position in LMBS as recently as Q3 2025.
Crux Wealth Advisors first reported a position in LMBS in Q1 2025 and has held it in 4 quarters since. The position peaked at $452K in Q3 2025. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Crux Wealth Advisors held 6,210 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $309K as of Q2 2026.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Crux Wealth Advisors position in Q2 2026.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.11% of Crux Wealth Advisors's portfolio in Q2 2026, its #155 holding.
- Crux Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2025 and has held it in 4 quarters since.
- Crux Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $452K in Q3 2025.
- 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 Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.