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: Q3 2026 in Review
Perigon Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1.3% in Q3 2026, buying an estimated $34.2K and bringing the position to 55,175 shares worth $2.67M. The position accounts for 0.04% of the portfolio, ranked #343.
Perigon Wealth Management first reported a position in LMBS in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.71M in Q2 2026. 143 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.
- Perigon Wealth Management held 55,175 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.67M as of Q3 2026.
- Perigon Wealth Management bought 691 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $34.2K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.04% of Perigon Wealth Management's portfolio in Q3 2026, its #343 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 10 quarters since.
- Perigon Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.71M in Q2 2026.
- 143 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.
Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.