Maridea Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Maridea Wealth Management's LMBS Position: Q1 2026 in Review
Maridea Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 33% in Q1 2026, buying an estimated $565K and bringing the position to 45,819 shares worth $2.28M. The position accounts for 0.33% of the portfolio, ranked #76.
Maridea Wealth Management first reported a position in LMBS in Q4 2024 and has held it in 6 quarters since. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.
- Maridea Wealth Management held 45,819 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.28M as of Q1 2026.
- Maridea Wealth Management bought 11,276 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $565K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.33% of Maridea Wealth Management's portfolio in Q1 2026, its #76 holding.
- Maridea Wealth Management 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.
- 440 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 Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.