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 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 $1.66T 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

Arkadios Wealth Advisors's LMBS Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 20% in Q1 2026, buying an estimated $161K and bringing the position to 19,370 shares worth $965K. The position accounts for 0.02% of the portfolio, ranked #805.

Arkadios Wealth Advisors first reported a position in LMBS in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.82M in Q1 2021. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Arkadios Wealth Advisors held 19,370 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $965K as of Q1 2026.
Arkadios Wealth Advisors bought 3,204 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $161K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #805 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 26 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.
440 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 Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.