Inspirion Wealth 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
Inspirion Wealth Advisors's LMBS Position: Q2 2026 in Review
Inspirion Wealth Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 6.3% in Q2 2026, buying an estimated $1.24M and bringing the position to 420,465 shares worth $20.9M. The position accounts for 2.39% of the portfolio, ranked #11.
Inspirion Wealth Advisors first reported a position in LMBS in Q3 2019 and has held it in 28 quarters since. The position peaked at $33.8M in Q3 2020. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Inspirion Wealth Advisors held 420,465 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $20.9M as of Q2 2026.
- Inspirion Wealth Advisors bought 24,817 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.24M.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 2.39% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #11 holding.
- Inspirion Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2019 and has held it in 28 quarters since.
- Inspirion Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $33.8M in Q3 2020.
- 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 Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.