Principal Securities’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Principal Securities's LMBS Position: Q1 2026 in Review
Principal Securities increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 15% in Q1 2026, buying an estimated $88.7K and bringing the position to 13,576 shares worth $676K. The position accounts for 0.01% of the portfolio, ranked #865.
Principal Securities first reported a position in LMBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.5M in Q4 2023. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.
- Principal Securities held 13,576 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $676K as of Q1 2026.
- Principal Securities bought 1,770 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $88.7K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #865 holding.
- Principal Securities first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2023 and has held it in 10 quarters since.
- Principal Securities's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.5M in Q4 2023.
- 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 Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.