Fairvoy Private Wealth’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
$16.7M Buy
336,370
+21,015
+7% +$1.05M 3.38% 5
2026
Q1
$15.7M Buy
315,355
+16,785
+6% +$842K 3.75% 4
2025
Q4
$14.9M Buy
298,570
+4,658
+2% +$233K 3.34% 4
2025
Q3
$14.6M Sell
293,912
-18,348
-6% -$908K 3.33% 5
2025
Q2
$15.4M Buy
312,260
+5,532
+2% +$271K 3.82% 4
2025
Q1
$15.1M Buy
306,728
+64,744
+27% +$3.16M 4.14% 4
2024
Q4
$11.8M Buy
+241,984
New +$11.8M 3.13% 8

Other funds holding LMBS

Fairvoy Private Wealth's LMBS Position: Q2 2026 in Review

Fairvoy Private Wealth increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 6.7% in Q2 2026, buying an estimated $1.05M and bringing the position to 336,370 shares worth $16.7M. The position accounts for 3.38% of the portfolio, ranked #5.

Fairvoy Private Wealth first reported a position in LMBS in Q4 2024 and has held it in 7 quarters since. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Fairvoy Private Wealth held 336,370 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $16.7M as of Q2 2026.
  • Fairvoy Private Wealth bought 21,015 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.05M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 3.38% of Fairvoy Private Wealth's portfolio in Q2 2026, its #5 holding.
  • Fairvoy Private Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 7 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 Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.