Stratos 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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$816K Buy
16,387
+1,425
+10% +$71.4K 0.05% 293
2025
Q4
$748K Sell
14,962
-554
-4% -$27.7K 0.04% 355
2025
Q3
$773K Buy
15,516
+1,150
+8% +$56.9K 0.04% 367
2025
Q2
$708K Buy
14,366
+8,545
+147% +$418K 0.04% 384
2025
Q1
$286K Sell
5,821
-9,472
-62% -$463K 0.02% 559
2024
Q4
$744K Sell
15,293
-37,882
-71% -$1.85M 0.04% 387
2024
Q3
$2.63M Sell
53,175
-56,545
-52% -$2.77M 0.12% 183
2024
Q2
$5.27M Sell
109,720
-129,307
-54% -$6.21M 0.26% 92
2024
Q1
$11.5M Buy
239,027
+7,711
+3% +$372K 0.68% 29
2023
Q4
$11.2M Sell
231,316
-990
-0.4% -$46.9K 0.64% 27
2023
Q3
$11M Buy
232,306
+2,098
+0.9% +$99.8K 0.72% 22
2023
Q2
$11M Buy
230,208
+3,037
+1% +$146K 0.78% 19
2023
Q1
$10.9M Buy
227,171
+6,422
+3% +$307K 0.84% 16
2022
Q4
$10.5M Sell
220,749
-11,605
-5% -$549K 0.87% 12
2022
Q3
$11M Buy
232,354
+2,654
+1% +$128K 1.16% 11
2022
Q2
$11.1M Sell
229,700
-8,207
-3% -$399K 1.01% 12
2022
Q1
$11.6M Buy
237,907
+22,279
+10% +$1.1M 0.95% 14
2021
Q4
$10.8M Buy
215,628
+320
+0.1% +$16.1K 0.78% 18
2021
Q3
$10.9M Sell
215,308
-56,200
-21% -$2.85M 0.93% 14
2021
Q2
$13.8M Sell
271,508
-1,162
-0.4% -$59.3K 1.22% 10
2021
Q1
$13.9M Buy
272,670
+51,394
+23% +$2.64M 1.48% 8
2020
Q4
$11.4M Buy
221,276
+14,847
+7% +$766K 1.57% 7
2020
Q3
$10.7M Buy
206,429
+17,731
+9% +$917K 2.6% 4
2020
Q2
$9.75M Buy
188,698
+16,219
+9% +$837K 2.99% 2
2020
Q1
$8.8M Buy
172,479
+135,441
+366% +$7.03M 6.23% 2
2019
Q4
$1.92M Buy
37,038
+4,649
+14% +$241K 1.09% 21
2019
Q3
$1.68M Buy
32,389
+5,672
+21% +$294K 0.64% 33
2019
Q2
$1.38M Buy
+26,717
New +$1.37M 0.55% 37

Other funds holding LMBS

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

Stratos Wealth Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 9.5% in Q1 2026, buying an estimated $71.4K and bringing the position to 16,387 shares worth $816K. The position accounts for 0.05% of the portfolio, ranked #293.

Stratos Wealth Advisors first reported a position in LMBS in Q2 2019 and has held it in 28 quarters since. The position peaked at $13.9M in Q1 2021. 441 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Stratos Wealth Advisors held 16,387 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $816K as of Q1 2026.
  • Stratos Wealth Advisors bought 1,425 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $71.4K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.05% of Stratos Wealth Advisors's portfolio in Q1 2026, its #293 holding.
  • Stratos Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2019 and has held it in 28 quarters since.
  • Stratos Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $13.9M in Q1 2021.
  • 441 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 Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.