Archer Investment Corporation’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Archer Investment Corporation’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$297K	Sell	5,962 -46	-0.8%	-$2.31K	0.06%	242
2025 Q4	$300K	Sell	6,008 -39	-0.6%	-$1.95K	0.07%	214
2025 Q3	$301K	Sell	6,047 -2	-0%	-$99	0.07%	211
2025 Q2	$298K	Buy	6,049 +43	+0.7%	+$2.1K	0.07%	212
2025 Q1	$295K	Buy	6,006 +166	+3%	+$8.11K	0.08%	208
2024 Q4	$284K	Buy	5,840 +174	+3%	+$8.5K	0.08%	200
2024 Q3	$280K	Buy	5,666 +145	+3%	+$7.1K	0.08%	200
2024 Q2	$265K	Buy	5,521 +804	+17%	+$38.6K	0.08%	198
2024 Q1	$228K	Sell	4,717 -1,665	-26%	-$80.3K	0.07%	211
2023 Q4	$308K	Buy	6,382 +71	+1%	+$3.37K	0.1%	178
2023 Q3	$298K	Buy	6,311 +801	+15%	+$38.1K	0.1%	177
2023 Q2	$263K	Sell	5,510 -5,083	-48%	-$244K	0.09%	190
2023 Q1	$507K	Sell	10,593 -31,999	-75%	-$1.53M	0.19%	123
2022 Q4	$2.02M	Sell	42,592 -102	-0.2%	-$4.82K	0.78%	23
2022 Q3	$2.02M	Sell	42,694 -218	-0.5%	-$10.5K	0.85%	22
2022 Q2	$2.07M	Sell	42,912 -336	-0.8%	-$16.3K	0.84%	23
2022 Q1	$2.11M	Buy	43,248 +5,965	+16%	+$295K	0.75%	27
2021 Q4	$1.86M	Buy	37,283 +11,279	+43%	+$567K	0.63%	30
2021 Q3	$1.32M	Buy	+26,004	New	+$1.32M	0.49%	41
2021 Q2	–	Sell	-350	Closed	-$17.9K	–	645
2021 Q1	$17.9K	Hold	350	–	–	0.01%	482
2020 Q4	$18K	Hold	350	–	–	0.01%	436
2020 Q3	$18.1K	Hold	350	–	–	0.01%	377
2020 Q2	$18.1K	Hold	350	–	–	0.01%	365
2020 Q1	$18K	Hold	350	–	–	0.01%	362
2019 Q4	$18K	Hold	350	–	–	0.01%	398
2019 Q3	$18K	Hold	350	–	–	0.01%	300
2019 Q2	$18K	Hold	350	–	–	0.01%	300
2019 Q1	$18K	Hold	350	–	–	0.01%	302
2018 Q4	$18K	Buy	+350	New	+$17.8K	0.02%	283

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Archer Investment Corporation's LMBS Position: Q1 2026 in Review

Archer Investment Corporation reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.77% in Q1 2026, selling an estimated $2.31K and leaving 5,962 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #242.

Archer Investment Corporation first reported a position in LMBS in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.11M in Q1 2022. 441 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Archer Investment Corporation held 5,962 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $297K as of Q1 2026.
Archer Investment Corporation sold 46 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $2.31K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.06% of Archer Investment Corporation's portfolio in Q1 2026, its #242 holding.
Archer Investment Corporation first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and has held it in 29 quarters since.
Archer Investment Corporation's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.11M in Q1 2022.
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 Archer Investment Corporation's 13F filing for Q1 2026, filed 4 May 2026.