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: Q1 2026 in Review
Helium Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1% in Q1 2026, buying an estimated $10.5K and bringing the position to 20,861 shares worth $1.04M. The position accounts for 0.99% of the portfolio, ranked #28.
Helium Advisors first reported a position in LMBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.1M in Q4 2024. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.
- Helium Advisors held 20,861 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.04M as of Q1 2026.
- Helium Advisors bought 210 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $10.5K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.99% of Helium Advisors's portfolio in Q1 2026, its #28 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 6 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.
- 440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.
Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.