Argent Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$665K Sell
13,352
-1,566
-10% -$78.1K 0.17% 104
2026
Q1
$743K Buy
14,918
+373
+3% +$18.7K 0.2% 96
2025
Q4
$727K Buy
+14,545
New +$727K 0.2% 96

Other funds holding LMBS

Argent Advisors's LMBS Position: Q2 2026 in Review

Argent Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 10% in Q2 2026, selling an estimated $78.1K and leaving 13,352 shares worth $665K. The position accounts for 0.17% of the portfolio, ranked #104.

Argent Advisors first reported a position in LMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $743K in Q1 2026. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Argent Advisors held 13,352 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $665K as of Q2 2026.
  • Argent Advisors sold 1,566 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $78.1K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.17% of Argent Advisors's portfolio in Q2 2026, its #104 holding.
  • Argent Advisors 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.
  • Argent Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $743K in Q1 2026.
  • 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 Argent Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.