Plus Group Wealth 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
Plus Group Wealth Advisors's LMBS Position: Q2 2026 in Review
Plus Group Wealth Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 25% in Q2 2026, buying an estimated $551K and bringing the position to 54,825 shares worth $2.73M. The position accounts for 2.57% of the portfolio, ranked #13.
Plus Group Wealth Advisors first reported a position in LMBS in Q4 2025 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Plus Group Wealth Advisors held 54,825 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.73M as of Q2 2026.
- Plus Group Wealth Advisors bought 11,047 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $551K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 2.57% of Plus Group Wealth Advisors's portfolio in Q2 2026, its #13 holding.
- Plus Group Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
- 453 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 Plus Group Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.