Vestmark Advisory Solutions’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Vestmark Advisory Solutions's LMBS Position: Q2 2026 in Review
Vestmark Advisory Solutions increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 16% in Q2 2026, buying an estimated $3.27M and bringing the position to 482,534 shares worth $24M. The position accounts for 0.23% of the portfolio, ranked #95.
Vestmark Advisory Solutions first reported a position in LMBS in Q2 2021 and has held it in 12 quarters since. The position peaked at $30.1M in Q3 2025. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Vestmark Advisory Solutions held 482,534 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $24M as of Q2 2026.
- Vestmark Advisory Solutions bought 65,567 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $3.27M.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.23% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #95 holding.
- Vestmark Advisory Solutions first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2021 and has held it in 12 quarters since.
- Vestmark Advisory Solutions's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $30.1M in Q3 2025.
- 455 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 Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.