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: Q2 2026 in Review
TL Private Wealth increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 4.2% in Q2 2026, buying an estimated $698K and bringing the position to 351,110 shares worth $17.4M. The position accounts for 6.39% of the portfolio, ranked #7.
TL Private Wealth first reported a position in LMBS in Q4 2019 and has held it in 27 quarters since. The position peaked at $18.4M in Q1 2022. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- TL Private Wealth held 351,110 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $17.4M as of Q2 2026.
- TL Private Wealth bought 14,004 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $698K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 6.39% of TL Private Wealth's portfolio in Q2 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 27 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.
- 456 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 TL Private Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.