Western Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Western Wealth Management's LMBS Position: Q2 2026 in Review
Western Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 9.9% in Q2 2026, selling an estimated $359K and leaving 65,423 shares worth $3.26M. The position accounts for 0.11% of the portfolio, ranked #199.
Western Wealth Management first reported a position in LMBS in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.22M in Q4 2020. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Western Wealth Management held 65,423 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.26M as of Q2 2026.
- Western Wealth Management sold 7,206 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $359K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.11% of Western Wealth Management's portfolio in Q2 2026, its #199 holding.
- Western Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2019 and has held it in 29 quarters since.
- Western Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $4.22M in Q4 2020.
- 453 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 Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.