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: Q2 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 0.76% in Q2 2026, selling an estimated $12.5K and leaving 32,856 shares worth $1.64M. The position accounts for 0.78% of the portfolio, ranked #24.
Arcadia Wealth Management (New York) first reported a position in LMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.75M in Q3 2025. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Arcadia Wealth Management (New York) held 32,856 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.64M as of Q2 2026.
- Arcadia Wealth Management (New York) sold 250 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $12.5K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.78% of Arcadia Wealth Management (New York)'s portfolio in Q2 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 7 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.
- 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 Arcadia Wealth Management (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.