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: Q2 2026 in Review
Principal Securities reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2% in Q2 2026, selling an estimated $13.8K and leaving 13,299 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #955.
Principal Securities first reported a position in LMBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.5M in Q4 2023. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Principal Securities held 13,299 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $662K as of Q2 2026.
- Principal Securities sold 277 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $13.8K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #955 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 11 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.
- 456 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 Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.