Smartleaf Asset 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
$283K Buy
5,702
+1,981
+53% +$99.3K 0.01% 675
2025
Q4
$186K Buy
3,721
+3,543
+1,990% +$177K 0.01% 835
2025
Q3
$8.85K Buy
+178
New +$8.81K ﹤0.01% 2168

Other funds holding LMBS

Smartleaf Asset Management's LMBS Position: Q1 2026 in Review

Smartleaf Asset Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 53% in Q1 2026, buying an estimated $99.3K and bringing the position to 5,702 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #675.

Smartleaf Asset Management first reported a position in LMBS in Q3 2025 and has held it in 3 quarters since. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Smartleaf Asset Management held 5,702 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $283K as of Q1 2026.
  • Smartleaf Asset Management bought 1,981 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $99.3K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #675 holding.
  • Smartleaf Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • 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 Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.