Simplicity Wealth’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Simplicity Wealth's LMBS Position: Q2 2026 in Review
Simplicity Wealth increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 47% in Q2 2026, buying an estimated $465K and bringing the position to 29,376 shares worth $1.46M. The position accounts for 0.05% of the portfolio, ranked #336.
Simplicity Wealth first reported a position in LMBS in Q4 2022 and has held it in 10 quarters since. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Simplicity Wealth held 29,376 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.46M as of Q2 2026.
- Simplicity Wealth bought 9,333 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $465K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.05% of Simplicity Wealth's portfolio in Q2 2026, its #336 holding.
- Simplicity Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and has held it in 10 quarters since.
- 456 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 Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.