Genesis 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
Genesis Private Wealth's LMBS Position: Q2 2026 in Review
Genesis Private Wealth increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3.6% in Q2 2026, buying an estimated $233K and bringing the position to 135,807 shares worth $6.76M. The position accounts for 1.9% of the portfolio, ranked #16.
Genesis Private Wealth first reported a position in LMBS in Q2 2025 and has held it in 5 quarters since. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Genesis Private Wealth held 135,807 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $6.76M as of Q2 2026.
- Genesis Private Wealth bought 4,667 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $233K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.9% of Genesis Private Wealth's portfolio in Q2 2026, its #16 holding.
- Genesis Private Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2025 and has held it in 5 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 Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.