Milestones Private Investment 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
Milestones Private Investment Advisors's LMBS Position: Q2 2026 in Review
Milestones Private Investment Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3.5% in Q2 2026, buying an estimated $12.4K and bringing the position to 7,317 shares worth $364K. The position accounts for 0.29% of the portfolio, ranked #54.
Milestones Private Investment Advisors first reported a position in LMBS in Q2 2025 and has held it in 5 quarters since. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Milestones Private Investment Advisors held 7,317 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $364K as of Q2 2026.
- Milestones Private Investment Advisors bought 249 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $12.4K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.29% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #54 holding.
- Milestones Private Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2025 and has held it in 5 quarters since.
- 457 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 Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.