Rubicon 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
Rubicon Advisors's LMBS Position: Q2 2026 in Review
Rubicon Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 69% in Q2 2026, selling an estimated $500K and leaving 4,449 shares worth $221K. The position accounts for 0.16% of the portfolio, ranked #81.
Rubicon Advisors first reported a position in LMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $721K in Q1 2026. 449 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Rubicon Advisors held 4,449 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $221K as of Q2 2026.
- Rubicon Advisors sold 10,016 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $500K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.16% of Rubicon Advisors's portfolio in Q2 2026, its #81 holding.
- Rubicon 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.
- Rubicon Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $721K in Q1 2026.
- 449 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 Rubicon Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.