Arcadia Wealth Management (New York)’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Arcadia Wealth Management (New York)'s LMBS Position: Q1 2026 in Review
Arcadia Wealth Management (New York) reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 4.1% in Q1 2026, selling an estimated $70.2K and leaving 33,106 shares worth $1.65M. The position accounts for 0.89% of the portfolio, ranked #24.
Arcadia Wealth Management (New York) first reported a position in LMBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.75M in Q3 2025. 441 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.
- Arcadia Wealth Management (New York) held 33,106 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.65M as of Q1 2026.
- Arcadia Wealth Management (New York) sold 1,400 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $70.2K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.89% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #24 holding.
- Arcadia Wealth Management (New York) first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 6 quarters since.
- Arcadia Wealth Management (New York)'s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.75M in Q3 2025.
- 441 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 Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.