Smart Portfolios LLC’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
$569K Buy
11,428
+360
+3% +$18K 0.57% 59
2025
Q4
$553K Buy
+11,068
New +$553K 0.55% 60

Other funds holding LMBS

Smart Portfolios LLC's LMBS Position: Q1 2026 in Review

Smart Portfolios LLC increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3.3% in Q1 2026, buying an estimated $18K and bringing the position to 11,428 shares worth $569K. The position accounts for 0.57% of the portfolio, ranked #59.

Smart Portfolios LLC first reported a position in LMBS in Q4 2025 and has held it in 2 quarters since. 444 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Smart Portfolios LLC held 11,428 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $569K as of Q1 2026.
  • Smart Portfolios LLC bought 360 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $18K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.57% of Smart Portfolios LLC's portfolio in Q1 2026, its #59 holding.
  • Smart Portfolios LLC first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
  • 444 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 Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.