Perigon 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
Perigon Wealth Management's LMBS Position: Q1 2026 in Review
Perigon Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 6.3% in Q1 2026, buying an estimated $125K and bringing the position to 42,149 shares worth $2.1M. The position accounts for 0.04% of the portfolio, ranked #367.
Perigon Wealth Management first reported a position in LMBS in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.26M in Q3 2025. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.
- Perigon Wealth Management held 42,149 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.1M as of Q1 2026.
- Perigon Wealth Management bought 2,502 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $125K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.04% of Perigon Wealth Management's portfolio in Q1 2026, its #367 holding.
- Perigon Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2024 and has held it in 8 quarters since.
- Perigon Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.26M in Q3 2025.
- 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 Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.