Arlington Capital Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Arlington Capital Management’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
2023 Q4	–	Sell	-9,405	Closed	-$444K	–	131
2023 Q3	$444K	Sell	9,405 -15	-0.2%	-$713	0.47%	35
2023 Q2	$449K	Sell	9,420 -8,441	-47%	-$405K	0.39%	49
2023 Q1	$855K	Sell	17,861 -1,475	-8%	-$70.6K	0.8%	34
2022 Q4	$917K	Buy	+19,336	New	+$914K	1.02%	32

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Arlington Capital Management's LMBS Position: Q4 2023 in Review

Arlington Capital Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2023, closing a stake of 9,405 shares — an estimated $444K sold.

Arlington Capital Management first reported a position in LMBS in Q4 2022 and held it in 4 quarters. The position peaked at $917K in Q4 2022. 379 funds tracked by Wall St. Rank hold LMBS as of Q4 2023.

Arlington Capital Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2023 after selling out during the quarter.
Arlington Capital Management sold 9,405 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2023, an estimated $444K.
Arlington Capital Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and held it in 4 quarters.
Arlington Capital Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $917K in Q4 2022.
379 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2023.

Based on Arlington Capital Management's 13F filing for Q4 2023, filed 7 Feb 2024.