Smithbridge Asset Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Smithbridge Asset Management's LMBS Position: Q1 2026 in Review
Smithbridge Asset Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 56% in Q1 2026, selling an estimated $355K and leaving 5,616 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #171.
Smithbridge Asset Management first reported a position in LMBS in Q3 2025 and has held it in 3 quarters since. The position peaked at $635K in Q4 2025. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.
- Smithbridge Asset Management held 5,616 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $280K as of Q1 2026.
- Smithbridge Asset Management sold 7,081 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $355K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.04% of Smithbridge Asset Management's portfolio in Q1 2026, its #171 holding.
- Smithbridge 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.
- Smithbridge Asset Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $635K in Q4 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 Smithbridge Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.