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: Q2 2026 in Review
MPWM Advisory Solutions reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1.2% in Q2 2026, selling an estimated $3.59K and leaving 5,766 shares worth $287K. The position accounts for 0.13% of the portfolio, ranked #88.
MPWM Advisory Solutions first reported a position in LMBS in Q2 2025 and has held it in 5 quarters since. The position peaked at $291K in Q1 2026. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- MPWM Advisory Solutions held 5,766 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $287K as of Q2 2026.
- MPWM Advisory Solutions sold 72 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $3.59K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.13% of MPWM Advisory Solutions's portfolio in Q2 2026, its #88 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 5 quarters since.
- MPWM Advisory Solutions's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $291K in Q1 2026.
- 456 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 MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.