Lake Street Private Wealth’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Lake Street Private Wealth's LMBS Position: Q1 2026 in Review
Lake Street Private Wealth sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2026, closing a stake of 5,945 shares — an estimated $297K sold.
Lake Street Private Wealth first reported a position in LMBS in Q2 2025 and held it in 3 quarters. The position peaked at $297K in Q4 2025. 444 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.
- Lake Street Private Wealth reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2026 after selling out during the quarter.
- Lake Street Private Wealth sold 5,945 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $297K.
- Lake Street Private Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2025 and held it in 3 quarters.
- Lake Street Private Wealth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $297K in Q4 2025.
- 444 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 Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.