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Insight Inv LLC’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Insight Inv LLC’s Portfolio LMBS Stock Details LMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.13M Buy
62,900
+10,767
+21% +$537K 1.48% 25
2026
Q1 		$2.6M Buy
52,133
+4,901
+10% +$246K 1.42% 32
2025
Q4 		$2.36M Buy
47,232
+9,065
+24% +$453K 1.32% 37
2025
Q3 		$1.9M Buy
38,167
+12,397
+48% +$614K 1.12% 43
2025
Q2 		$1.27M Buy
25,770
+6,400
+33% +$313K 0.85% 47
2025
Q1 		$952K Buy
19,370
+10,605
+121% +$518K 0.66% 55
2024
Q4 		$427K Sell
8,765
-2,930
-25% -$143K 0.3% 72
2024
Q3 		$578K Buy
11,695
+1,500
+15% +$73.4K 0.48% 57
2024
Q2 		$490K Buy
10,195
+2,725
+36% +$131K 0.42% 59
2024
Q1 		$360K Buy
7,470
+370
+5% +$17.8K 0.31% 63
2023
Q4 		$343K Hold
7,100
– – 0.34% 62
2023
Q3 		$332K Buy
7,100
+3,200
+82% +$152K 0.37% 60
2023
Q2 		$186K Hold
3,900
– – 0.19% 71
2023
Q1 		$187K Sell
3,900
-2,400
-38% -$115K 0.2% 72
2022
Q4 		$299K Buy
6,300
+2,500
+66% +$118K 0.3% 71
2022
Q3 		$180K Buy
+3,800
New +$183K 0.2% 79

Other funds holding LMBS

AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return

Insight Inv LLC's LMBS Position: Q2 2026 in Review

Insight Inv LLC increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 21% in Q2 2026, buying an estimated $537K and bringing the position to 62,900 shares worth $3.13M. The position accounts for 1.48% of the portfolio, ranked #25.

Insight Inv LLC first reported a position in LMBS in Q3 2022 and has held it in 16 quarters since. 147 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Insight Inv LLC held 62,900 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.13M as of Q2 2026.
  • Insight Inv LLC bought 10,767 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $537K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.48% of Insight Inv LLC's portfolio in Q2 2026, its #25 holding.
  • Insight Inv LLC first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2022 and has held it in 16 quarters since.
  • 147 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 Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.