Arkadios Wealth 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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Buy |
13,993
+3,171
| +29% | +$156K | 0.02% | 715 |
|
|
2025
Q1 | $532K | Buy |
10,822
+737
| +7% | +$36.2K | 0.02% | 684 |
|
|
2024
Q4 | $491K | Sell |
10,085
-1,849
| -15% | -$90K | 0.03% | 549 |
|
|
2024
Q3 | $590K | Buy |
11,934
+1,641
| +16% | +$81.1K | 0.03% | 490 |
|
|
2024
Q2 | $495K | Buy |
10,293
+1,799
| +21% | +$86.4K | 0.03% | 470 |
|
|
2024
Q1 | $410K | Sell |
8,494
-2,423
| -22% | -$117K | 0.03% | 439 |
|
|
2023
Q4 | $527K | Sell |
10,917
-6,328
| -37% | -$306K | 0.04% | 354 |
|
|
2023
Q3 | $815K | Sell |
17,245
-55,532
| -76% | -$2.62M | 0.08% | 244 |
|
|
2023
Q2 | $3.47M | Buy |
72,777
+2,097
| +3% | +$100K | 0.4% | 56 |
|
|
2023
Q1 | $3.38M | Buy |
70,680
+10,032
| +17% | +$480K | 0.4% | 64 |
|
|
2022
Q4 | $2.88M | Sell |
60,648
-3,273
| -5% | -$155K | 0.38% | 74 |
|
|
2022
Q3 | $3.03M | Sell |
63,921
-1,128
| -2% | -$53.4K | 0.46% | 55 |
|
|
2022
Q2 | $3.14M | Buy |
65,049
+19,402
| +43% | +$937K | 0.47% | 52 |
|
|
2022
Q1 | $2.23M | Sell |
45,647
-3,495
| -7% | -$171K | 0.29% | 88 |
|
|
2021
Q4 | $2.46M | Sell |
49,142
-12,007
| -20% | -$600K | 0.33% | 78 |
|
|
2021
Q3 | $3.09M | Sell |
61,149
-18,753
| -23% | -$948K | 0.45% | 49 |
|
|
2021
Q2 | $4.07M | Sell |
79,902
-14,487
| -15% | -$737K | 0.5% | 41 |
|
|
2021
Q1 | $4.82M | Buy |
94,389
+53,972
| +134% | +$2.76M | 0.79% | 24 |
|
|
2020
Q4 | $2.08M | Buy |
40,417
+39,362
| +3,731% | +$2.03M | 0.44% | 62 |
|
|
2020
Q3 | $54.5K | Buy |
1,055
+5
| +0.5% | +$258 | 0.03% | 391 |
|
|
2020
Q2 | $54.3K | Buy |
1,050
+5
| +0.5% | +$259 | 0.03% | 361 |
|
|
2020
Q1 | $53.3K | Sell |
1,045
-632
| -38% | -$32.2K | 0.03% | 327 |
|
|
2019
Q4 | $87.4K | Buy |
+1,677
| New | +$87.4K | 0.05% | 245 |
|