Talon Private 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
Talon Private Wealth's LMBS Position: Q2 2026 in Review
Talon Private Wealth increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 14% in Q2 2026, buying an estimated $30.8K and bringing the position to 4,898 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #174.
Talon Private Wealth first reported a position in LMBS in Q1 2026 and has held it in 2 quarters since. 458 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Talon Private Wealth held 4,898 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $244K as of Q2 2026.
- Talon Private Wealth bought 618 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $30.8K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of Talon Private Wealth's portfolio in Q2 2026, its #174 holding.
- Talon Private Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
- 458 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 Talon Private Wealth's 13F filing for Q2 2026, filed 11 Sep 2026.