Long Run 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
Long Run Wealth Advisors's LMBS Position: Q4 2025 in Review
Long Run Wealth Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3.2% in Q4 2025, buying an estimated $433K and bringing the position to 279,354 shares worth $14M. The position accounts for 2.63% of the portfolio, ranked #10.
Long Run Wealth Advisors first reported a position in LMBS in Q3 2024 and has held it in 6 quarters since. 429 funds tracked by Wall St. Rank hold LMBS as of Q4 2025.
- Long Run Wealth Advisors held 279,354 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $14M as of Q4 2025.
- Long Run Wealth Advisors bought 8,668 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2025, an estimated $433K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 2.63% of Long Run Wealth Advisors's portfolio in Q4 2025, its #10 holding.
- Long Run Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2024 and has held it in 6 quarters since.
- 429 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2025.
Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.