Endeavor Private Wealth’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Endeavor Private Wealth's LMBS Position: Q2 2026 in Review
Endeavor Private Wealth increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 9% in Q2 2026, buying an estimated $195K and bringing the position to 47,338 shares worth $2.36M. The position accounts for 0.57% of the portfolio, ranked #50.
Endeavor Private Wealth first reported a position in LMBS in Q1 2026 and has held it in 2 quarters since. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Endeavor Private Wealth held 47,338 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.36M as of Q2 2026.
- Endeavor Private Wealth bought 3,900 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $195K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.57% of Endeavor Private Wealth's portfolio in Q2 2026, its #50 holding.
- Endeavor Private Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2026 and has held it in 2 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 Endeavor Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.