Premier Private 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
Premier Private Wealth Management's LMBS Position: Q2 2026 in Review
Premier Private Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 14% in Q2 2026, buying an estimated $455K and bringing the position to 72,686 shares worth $3.62M. The position accounts for 3.17% of the portfolio, ranked #10.
Premier Private Wealth Management first reported a position in LMBS in Q1 2026 and has held it in 2 quarters since. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Premier Private Wealth Management held 72,686 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.62M as of Q2 2026.
- Premier Private Wealth Management bought 9,116 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $455K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 3.17% of Premier Private Wealth Management's portfolio in Q2 2026, its #10 holding.
- Premier Private Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2026 and has held it in 2 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 Premier Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.