Savvy Advisors Inc’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Savvy Advisors Inc's LMBS Position: Q1 2026 in Review
Savvy Advisors Inc increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 76% in Q1 2026, buying an estimated $326K and bringing the position to 15,077 shares worth $751K. The position accounts for 0.02% of the portfolio, ranked #520.
Savvy Advisors Inc first reported a position in LMBS in Q3 2025 and has held it in 3 quarters since. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.
- Savvy Advisors Inc held 15,077 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $751K as of Q1 2026.
- Savvy Advisors Inc bought 6,511 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $326K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #520 holding.
- Savvy Advisors Inc first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
- 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 Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.