Wealth Enhancement Advisory Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Wealth Enhancement Advisory Services's LMBS Position: Q2 2026 in Review
Wealth Enhancement Advisory Services increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2% in Q2 2026, buying an estimated $27.9K and bringing the position to 28,051 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1844.
Wealth Enhancement Advisory Services first reported a position in LMBS in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.87M in Q1 2025. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Wealth Enhancement Advisory Services held 28,051 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.39M as of Q2 2026.
- Wealth Enhancement Advisory Services bought 559 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $27.9K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1844 holding.
- Wealth Enhancement Advisory Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2023 and has held it in 12 quarters since.
- Wealth Enhancement Advisory Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.87M in Q1 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 Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.