Lion Street 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
Lion Street Advisors's LMBS Position: Q3 2025 in Review
Lion Street Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 5.7% in Q3 2025, buying an estimated $11.7K and bringing the position to 4,398 shares worth $222K. The position accounts for 0.08% of the portfolio, ranked #204.
Lion Street Advisors first reported a position in LMBS in Q1 2023 and has held it in 10 quarters since. The position peaked at $618K in Q1 2023. 398 funds tracked by Wall St. Rank hold LMBS as of Q3 2025.
- Lion Street Advisors held 4,398 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $222K as of Q3 2025.
- Lion Street Advisors bought 236 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2025, an estimated $11.7K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.08% of Lion Street Advisors's portfolio in Q3 2025, its #204 holding.
- Lion Street Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2023 and has held it in 10 quarters since.
- Lion Street Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $618K in Q1 2023.
- 398 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2025.
Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.