Triad Wealth Partners’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Triad Wealth Partners's LMBS Position: Q1 2026 in Review
Triad Wealth Partners increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 35% in Q1 2026, buying an estimated $135K and bringing the position to 10,390 shares worth $518K. The position accounts for 0.04% of the portfolio, ranked #270.
Triad Wealth Partners first reported a position in LMBS in Q2 2024 and has held it in 3 quarters since. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.
- Triad Wealth Partners held 10,390 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $518K as of Q1 2026.
- Triad Wealth Partners bought 2,687 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $135K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #270 holding.
- Triad Wealth Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2024 and has held it in 3 quarters since.
- 440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.
Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.