MPWM Advisory Solutions’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
MPWM Advisory Solutions's LMBS Position: Q1 2026 in Review
MPWM Advisory Solutions increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1.5% in Q1 2026, buying an estimated $4.36K and bringing the position to 5,838 shares worth $291K. The position accounts for 0.15% of the portfolio, ranked #81.
MPWM Advisory Solutions first reported a position in LMBS in Q2 2025 and has held it in 4 quarters since. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.
- MPWM Advisory Solutions held 5,838 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $291K as of Q1 2026.
- MPWM Advisory Solutions bought 87 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $4.36K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.15% of MPWM Advisory Solutions's portfolio in Q1 2026, its #81 holding.
- MPWM Advisory Solutions 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 4 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 MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.