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: Q1 2026 in Review
Simplicity Wealth increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 36% in Q1 2026, buying an estimated $268K and bringing the position to 20,043 shares worth $998K. The position accounts for 0.06% of the portfolio, ranked #297.
Simplicity Wealth first reported a position in LMBS in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.2M in Q2 2025. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.
- Simplicity Wealth held 20,043 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $998K as of Q1 2026.
- Simplicity Wealth bought 5,352 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $268K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.06% of Simplicity Wealth's portfolio in Q1 2026, its #297 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 9 quarters since.
- Simplicity Wealth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.2M in Q2 2025.
- 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 Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.