Gladstone Institutional Advisory’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Gladstone Institutional Advisory's LMBS Position: Q2 2026 in Review
Gladstone Institutional Advisory reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1.5% in Q2 2026, selling an estimated $28.3K and leaving 36,034 shares worth $1.79M. The position accounts for 0.06% of the portfolio, ranked #312.
Gladstone Institutional Advisory first reported a position in LMBS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.87M in Q2 2020. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Gladstone Institutional Advisory held 36,034 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.79M as of Q2 2026.
- Gladstone Institutional Advisory sold 567 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $28.3K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.06% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #312 holding.
- Gladstone Institutional Advisory first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2020 and has held it in 25 quarters since.
- Gladstone Institutional Advisory's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.87M in Q2 2020.
- 457 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 Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.