Daymark Wealth Partners’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Daymark Wealth Partners's LMBS Position: Q1 2026 in Review
Daymark Wealth Partners held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q1 2026 at 4,686 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #663.
Daymark Wealth Partners first reported a position in LMBS in Q1 2023 and has held it in 8 quarters since. The position peaked at $292K in Q2 2023. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.
- Daymark Wealth Partners held 4,686 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $233K as of Q1 2026.
- Daymark Wealth Partners left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q1 2026.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q1 2026, its #663 holding.
- Daymark Wealth Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2023 and has held it in 8 quarters since.
- Daymark Wealth Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $292K in Q2 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 Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.