WCG Wealth Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
WCG Wealth Advisors's LMBS Position: Q2 2026 in Review
WCG Wealth Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 9% in Q2 2026, buying an estimated $52K and bringing the position to 12,576 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #476.
WCG Wealth Advisors first reported a position in LMBS in Q2 2022 and has held it in 5 quarters since. The position peaked at $8.29M in Q2 2022. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- WCG Wealth Advisors held 12,576 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $626K as of Q2 2026.
- WCG Wealth Advisors bought 1,043 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $52K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #476 holding.
- WCG Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2022 and has held it in 5 quarters since.
- WCG Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $8.29M in Q2 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 WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.