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

Arkadios Wealth Advisors’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 Q2	$812K	Sell	16,315 -3,055	-16%	-$152K	0.01%	892
2026 Q1	$965K	Buy	19,370 +3,204	+20%	+$161K	0.02%	805
2025 Q4	$808K	Sell	16,166 -1,155	-7%	-$57.7K	0.02%	792
2025 Q3	$862K	Buy	17,321 +3,328	+24%	+$165K	0.02%	699
2025 Q2	$689K	Buy	13,993 +3,171	+29%	+$155K	0.02%	728
2025 Q1	$532K	Buy	10,822 +737	+7%	+$36K	0.02%	686
2024 Q4	$491K	Sell	10,085 -1,849	-15%	-$90.3K	0.03%	549
2024 Q3	$590K	Buy	11,934 +1,641	+16%	+$80.3K	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%	-$300K	0.04%	354
2023 Q3	$815K	Sell	17,245 -55,532	-76%	-$2.64M	0.08%	244
2023 Q2	$3.47M	Buy	72,777 +2,097	+3%	+$101K	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%	-$54.4K	0.46%	55
2022 Q2	$3.14M	Buy	65,049 +19,402	+43%	+$943K	0.47%	52
2022 Q1	$2.23M	Sell	45,647 -3,495	-7%	-$173K	0.29%	88
2021 Q4	$2.46M	Sell	49,142 -12,007	-20%	-$604K	0.33%	79
2021 Q3	$3.09M	Sell	61,149 -18,753	-23%	-$952K	0.45%	49
2021 Q2	$4.07M	Sell	79,902 -14,487	-15%	-$740K	0.5%	41
2021 Q1	$4.82M	Buy	94,389 +53,972	+134%	+$2.77M	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%	+$259	0.03%	391
2020 Q2	$54.3K	Buy	1,050 +5	+0.5%	+$258	0.03%	361
2020 Q1	$53.3K	Sell	1,045 -632	-38%	-$32.8K	0.03%	327
2019 Q4	$87.4K	Buy	+1,677	New	+$87K	0.05%	245

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arkadios Wealth Advisors's LMBS Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 16% in Q2 2026, selling an estimated $152K and leaving 16,315 shares worth $812K. The position accounts for 0.01% of the portfolio, ranked #892.

Arkadios Wealth Advisors first reported a position in LMBS in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.82M in Q1 2021. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Arkadios Wealth Advisors held 16,315 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $812K as of Q2 2026.
Arkadios Wealth Advisors sold 3,055 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $152K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #892 holding.
Arkadios Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and has held it in 27 quarters since.
Arkadios Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $4.82M in Q1 2021.
456 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 Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.