Synergy 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
Synergy Asset Management's LMBS Position: Q2 2026 in Review
Synergy Asset Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 29% in Q2 2026, buying an estimated $315K and bringing the position to 28,369 shares worth $1.41M. The position accounts for 0.13% of the portfolio, ranked #97.
Synergy Asset Management first reported a position in LMBS in Q3 2023 and has held it in 4 quarters since. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Synergy Asset Management held 28,369 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.41M as of Q2 2026.
- Synergy Asset Management bought 6,316 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $315K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.13% of Synergy Asset Management's portfolio in Q2 2026, its #97 holding.
- Synergy Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2023 and has held it in 4 quarters since.
- 453 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 Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.