SHP Wealth Management’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
Q1
$7.12K Buy
+143
New +$7.17K ﹤0.01% 985

Other funds holding LMBS

SHP Wealth Management's LMBS Position: Q1 2026 in Review

SHP Wealth Management opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2026: 143 shares worth $7.12K. The stake represents ﹤0.01% of the portfolio and ranks #985 among its holdings.

442 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • SHP Wealth Management held 143 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $7.12K as of Q1 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new SHP Wealth Management position in Q1 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #985 holding.
  • 442 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 SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.