TL 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
TL Private Wealth's LMBS Position: Q3 2026 in Review
TL Private Wealth reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.7% in Q3 2026, selling an estimated $122K and leaving 348,651 shares worth $17M. The position accounts for 6.07% of the portfolio, ranked #7.
TL Private Wealth first reported a position in LMBS in Q4 2019 and has held it in 28 quarters since. The position peaked at $18.4M in Q1 2022. 134 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.
- TL Private Wealth held 348,651 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $17M as of Q3 2026.
- TL Private Wealth sold 2,459 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $122K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 6.07% of TL Private Wealth's portfolio in Q3 2026, its #7 holding.
- TL Private Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and has held it in 28 quarters since.
- TL Private Wealth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $18.4M in Q1 2022.
- 134 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.
Based on TL Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.