AIFG Consultants’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

AIFG Consultants’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
2025 Q4	$1.42M	Sell	28,429 -11,185	-28%	-$559K	2.44%	11
2025 Q3	$1.97M	Sell	39,614 -2,727	-6%	-$135K	3.48%	7
2025 Q2	$2.09M	Sell	42,341 -2,945	-7%	-$144K	4.07%	6
2025 Q1	$2.23M	Sell	45,286 -2,843	-6%	-$139K	3.67%	7
2024 Q4	$2.34M	Buy	48,129 +17,497	+57%	+$855K	3.82%	8
2024 Q3	$1.51M	Sell	30,632 -5,047	-14%	-$247K	1.15%	17
2024 Q2	$1.71M	Sell	35,679 -743	-2%	-$35.7K	1.27%	18
2024 Q1	$1.76M	Sell	36,422 -21,220	-37%	-$1.02M	1.27%	17
2023 Q4	$2.79M	Buy	57,642 +36,625	+174%	+$1.74M	2.12%	15
2023 Q3	$993K	Sell	21,017 -3,846	-15%	-$183K	0.82%	15
2023 Q2	$1.19M	Sell	24,863 -116	-0.5%	-$5.56K	0.95%	15
2023 Q1	$1.2M	Sell	24,979 -18,795	-43%	-$900K	1.01%	15
2022 Q4	$2.08M	Buy	+43,774	New	+$2.07M	2.02%	15

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

AIFG Consultants's LMBS Position: Q4 2025 in Review

AIFG Consultants reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 28% in Q4 2025, selling an estimated $559K and leaving 28,429 shares worth $1.42M. The position accounts for 2.44% of the portfolio, ranked #11.

AIFG Consultants first reported a position in LMBS in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.79M in Q4 2023. 429 funds tracked by Wall St. Rank hold LMBS as of Q4 2025.

AIFG Consultants held 28,429 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.42M as of Q4 2025.
AIFG Consultants sold 11,185 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2025, an estimated $559K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 2.44% of AIFG Consultants's portfolio in Q4 2025, its #11 holding.
AIFG Consultants first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and has held it in 13 quarters since.
AIFG Consultants's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.79M in Q4 2023.
429 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.