Gilpin Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Gilpin Wealth Management's LMBS Position: Q2 2026 in Review
Gilpin Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 228% in Q2 2026, buying an estimated $125K and bringing the position to 3,615 shares worth $180K. The position accounts for 0.12% of the portfolio, ranked #143.
Gilpin Wealth Management first reported a position in LMBS in Q1 2026 and has held it in 2 quarters since. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Gilpin Wealth Management held 3,615 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $180K as of Q2 2026.
- Gilpin Wealth Management bought 2,513 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $125K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.12% of Gilpin Wealth Management's portfolio in Q2 2026, its #143 holding.
- Gilpin Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2026 and has held it in 2 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 Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.