Redhawk Wealth Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$17.3M Buy
356,372
+95,740
+37% +$4.73M 1.75% 11
2026
Q2
$13M Buy
260,632
+32,796
+14% +$1.64M 1.28% 18
2026
Q1
$11.3M Buy
227,836
+23,102
+11% +$1.16M 1.25% 17
2025
Q4
$10.2M Buy
204,734
+2,877
+1% +$144K 1.15% 20
2025
Q3
$10.1M Buy
201,857
+26,257
+15% +$1.3M 1.17% 19
2025
Q2
$8.65M Buy
+175,600
New +$8.6M 1.08% 20
2024
Q2
– Sell
-11,820
Closed -$570K – 323
2024
Q1
$570K Sell
11,820
-3,864
-25% -$186K 0.09% 183
2023
Q4
$758K Buy
+15,684
New +$744K 0.15% 128

Other funds holding LMBS

Redhawk Wealth Advisors's LMBS Position: Q3 2026 in Review

Redhawk Wealth Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 37% in Q3 2026, buying an estimated $4.73M and bringing the position to 356,372 shares worth $17.3M. The position accounts for 1.75% of the portfolio, ranked #11.

Redhawk Wealth Advisors first reported a position in LMBS in Q4 2023 and has held it in 8 quarters since. 197 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

  • Redhawk Wealth Advisors held 356,372 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $17.3M as of Q3 2026.
  • Redhawk Wealth Advisors bought 95,740 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $4.73M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.75% of Redhawk Wealth Advisors's portfolio in Q3 2026, its #11 holding.
  • Redhawk Wealth Advisors 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 8 quarters since.
  • 197 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 Redhawk Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.