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: Q2 2026 in Review
Savvy Advisors Inc increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 29% in Q2 2026, buying an estimated $221K and bringing the position to 19,507 shares worth $971K. The position accounts for 0.02% of the portfolio, ranked #537.
Savvy Advisors Inc first reported a position in LMBS in Q3 2025 and has held it in 4 quarters since. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Savvy Advisors Inc held 19,507 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $971K as of Q2 2026.
- Savvy Advisors Inc bought 4,430 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $221K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #537 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 4 quarters since.
- 457 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 Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.