Helium Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Helium Advisors's LMBS Position: Q2 2026 in Review
Helium Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1% in Q2 2026, buying an estimated $10.7K and bringing the position to 21,076 shares worth $1.05M. The position accounts for 0.87% of the portfolio, ranked #33.
Helium Advisors first reported a position in LMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q4 2024. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Helium Advisors held 21,076 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.05M as of Q2 2026.
- Helium Advisors bought 215 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $10.7K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.87% of Helium Advisors's portfolio in Q2 2026, its #33 holding.
- Helium Advisors 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.
- Helium Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.1M in Q4 2024.
- 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 Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.