Wilkerson Advisory Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Wilkerson Advisory Group's LMBS Position: Q2 2026 in Review
Wilkerson Advisory Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 4.6% in Q2 2026, buying an estimated $220K and bringing the position to 99,437 shares worth $4.95M. The position accounts for 1.52% of the portfolio, ranked #16.
Wilkerson Advisory Group first reported a position in LMBS in Q4 2025 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Wilkerson Advisory Group held 99,437 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $4.95M as of Q2 2026.
- Wilkerson Advisory Group bought 4,408 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $220K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.52% of Wilkerson Advisory Group's portfolio in Q2 2026, its #16 holding.
- Wilkerson Advisory Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
- 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 Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.