NewEdge 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
NewEdge Advisors's LMBS Position: Q2 2026 in Review
NewEdge Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3.6% in Q2 2026, buying an estimated $692K and bringing the position to 403,638 shares worth $20.1M. The position accounts for 0.06% of the portfolio, ranked #303.
NewEdge Advisors first reported a position in LMBS in Q3 2016 and has held it in 32 quarters since. The position peaked at $21.8M in Q3 2022. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- NewEdge Advisors held 403,638 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $20.1M as of Q2 2026.
- NewEdge Advisors bought 13,875 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $692K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.06% of NewEdge Advisors's portfolio in Q2 2026, its #303 holding.
- NewEdge Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2016 and has held it in 32 quarters since.
- NewEdge Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $21.8M in Q3 2022.
- 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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.