EverSource 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
EverSource Wealth Advisors's LMBS Position: Q2 2026 in Review
EverSource Wealth Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 11% in Q2 2026, buying an estimated $467K and bringing the position to 97,648 shares worth $4.86M. The position accounts for 0.16% of the portfolio, ranked #121.
EverSource Wealth Advisors first reported a position in LMBS in Q2 2024 and has held it in 4 quarters since. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- EverSource Wealth Advisors held 97,648 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $4.86M as of Q2 2026.
- EverSource Wealth Advisors bought 9,367 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $467K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.16% of EverSource Wealth Advisors's portfolio in Q2 2026, its #121 holding.
- EverSource Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2024 and has held it in 4 quarters since.
- 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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.