Highline Wealth Partners’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Highline Wealth Partners's LMBS Position: Q3 2026 in Review
Highline Wealth Partners increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 15% in Q3 2026, buying an estimated $54.3K and bringing the position to 8,658 shares worth $420K. The position accounts for 0.08% of the portfolio, ranked #85.
Highline Wealth Partners first reported a position in LMBS in Q2 2026 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.
- Highline Wealth Partners held 8,658 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $420K as of Q3 2026.
- Highline Wealth Partners bought 1,098 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $54.3K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.08% of Highline Wealth Partners's portfolio in Q3 2026, its #85 holding.
- Highline Wealth Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2026 and has held it in 2 quarters since.
- 197 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.
Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.