Kingswood 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
Kingswood Wealth Advisors's LMBS Position: Q2 2026 in Review
Kingswood Wealth Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 60% in Q2 2026, buying an estimated $201K and bringing the position to 10,719 shares worth $534K. The position accounts for 0.02% of the portfolio, ranked #593.
Kingswood Wealth Advisors first reported a position in LMBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $658K in Q4 2024. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Kingswood Wealth Advisors held 10,719 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $534K as of Q2 2026.
- Kingswood Wealth Advisors bought 4,031 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $201K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #593 holding.
- Kingswood Wealth 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.
- Kingswood Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $658K in Q4 2024.
- 453 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 Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.