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

Arlington Financial 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
2021 Q4	–	Sell	-248,659	Closed	-$12.6M	–	83
2021 Q3	$12.6M	Sell	248,659 -4,632	-2%	-$235K	4.92%	6
2021 Q2	$12.9M	Buy	253,291 +33,798	+15%	+$1.73M	4.9%	6
2021 Q1	$11.2M	Buy	219,493 +8,387	+4%	+$431K	4.55%	6
2020 Q4	$10.9M	Sell	211,106 -3,799	-2%	-$196K	4.58%	6
2020 Q3	$11.1M	Buy	214,905 +31,478	+17%	+$1.63M	5.69%	4
2020 Q2	$9.48M	Buy	183,427 +11,189	+6%	+$578K	5.36%	6
2020 Q1	$8.78M	Buy	+172,238	New	+$8.94M	6.25%	4
2019 Q1	–	Sell	-507,961	Closed	-$25.9M	–	67
2018 Q4	$25.9M	Buy	+507,961	New	+$25.9M	11.03%	2

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Arlington Financial Advisors's LMBS Position: Q4 2021 in Review

Arlington Financial Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2021, closing a stake of 248,659 shares — an estimated $12.6M sold.

Arlington Financial Advisors first reported a position in LMBS in Q4 2018 and held it in 8 quarters. The position peaked at $25.9M in Q4 2018. 378 funds tracked by Wall St. Rank hold LMBS as of Q4 2021.

Arlington Financial Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2021 after selling out during the quarter.
Arlington Financial Advisors sold 248,659 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2021, an estimated $12.6M.
Arlington Financial Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and held it in 8 quarters.
Arlington Financial Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $25.9M in Q4 2018.
378 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2021.

Based on Arlington Financial Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.