Grantvest Financial Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Grantvest Financial Group's LMBS Position: Q2 2026 in Review
Grantvest Financial Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 9.2% in Q2 2026, buying an estimated $25.4K and bringing the position to 6,060 shares worth $302K. The position accounts for 0.17% of the portfolio, ranked #142.
Grantvest Financial Group first reported a position in LMBS in Q1 2026 and has held it in 2 quarters since. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Grantvest Financial Group held 6,060 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $302K as of Q2 2026.
- Grantvest Financial Group bought 509 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $25.4K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.17% of Grantvest Financial Group's portfolio in Q2 2026, its #142 holding.
- Grantvest Financial Group 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.
- 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 Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.