Towerpoint 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
Towerpoint Wealth's LMBS Position: Q2 2026 in Review
Towerpoint Wealth reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.15% in Q2 2026, selling an estimated $1.25K and leaving 16,951 shares worth $844K. The position accounts for 0.29% of the portfolio, ranked #54.
Towerpoint Wealth first reported a position in LMBS in Q4 2018 and has held it in 31 quarters since. The position peaked at $885K in Q3 2025. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Towerpoint Wealth held 16,951 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $844K as of Q2 2026.
- Towerpoint Wealth sold 25 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.25K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.29% of Towerpoint Wealth's portfolio in Q2 2026, its #54 holding.
- Towerpoint Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and has held it in 31 quarters since.
- Towerpoint Wealth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $885K in Q3 2025.
- 457 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 Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.