Secure Asset Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Secure Asset Management's LMBS Position: Q2 2026 in Review
Secure Asset Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 6.8% in Q2 2026, buying an estimated $940K and bringing the position to 296,908 shares worth $14.8M. The position accounts for 2.07% of the portfolio, ranked #9.
Secure Asset Management first reported a position in LMBS in Q4 2019 and has held it in 11 quarters since. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Secure Asset Management held 296,908 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $14.8M as of Q2 2026.
- Secure Asset Management bought 18,853 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $940K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 2.07% of Secure Asset Management's portfolio in Q2 2026, its #9 holding.
- Secure Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and has held it in 11 quarters since.
- 453 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 Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.