Entelevest’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$553K Buy
11,112
+1,033
+10% +$51.5K 0.47% 47
2026
Q1
$502K Buy
10,079
+3,654
+57% +$183K 0.5% 48
2025
Q4
$321K Buy
+6,425
New +$321K 0.32% 80

Other funds holding LMBS

Entelevest's LMBS Position: Q2 2026 in Review

Entelevest increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 10% in Q2 2026, buying an estimated $51.5K and bringing the position to 11,112 shares worth $553K. The position accounts for 0.47% of the portfolio, ranked #47.

Entelevest first reported a position in LMBS in Q4 2025 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Entelevest held 11,112 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $553K as of Q2 2026.
  • Entelevest bought 1,033 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $51.5K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.47% of Entelevest's portfolio in Q2 2026, its #47 holding.
  • Entelevest 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.
  • 453 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 Entelevest's 13F filing for Q2 2026, filed 22 Jul 2026.