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: Q1 2026 in Review
WCG Wealth Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 4.8% in Q1 2026, buying an estimated $26.4K and bringing the position to 11,533 shares worth $574K. The position accounts for 0.02% of the portfolio, ranked #446.
WCG Wealth Advisors first reported a position in LMBS in Q2 2022 and has held it in 4 quarters since. The position peaked at $8.29M in Q2 2022. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.
- WCG Wealth Advisors held 11,533 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $574K as of Q1 2026.
- WCG Wealth Advisors bought 527 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $26.4K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of WCG Wealth Advisors's portfolio in Q1 2026, its #446 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 4 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.
- 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 WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.