BFC Planning, Inc.’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
BFC Planning, Inc.'s LMBS Position: Q2 2026 in Review
BFC Planning, Inc. increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1.2% in Q2 2026, buying an estimated $226K and bringing the position to 390,916 shares worth $19.5M. The position accounts for 0.79% of the portfolio, ranked #15.
BFC Planning, Inc. first reported a position in LMBS in Q4 2024 and has held it in 7 quarters since. 459 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- BFC Planning, Inc. held 390,916 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $19.5M as of Q2 2026.
- BFC Planning, Inc. bought 4,541 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $226K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.79% of BFC Planning, Inc.'s portfolio in Q2 2026, its #15 holding.
- BFC Planning, Inc. 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.
- 459 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 BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.