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

Friedenthal Financial’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 Q2	$4.44M	Buy	89,209 +5,047	+6%	+$252K	2.05%	12
2026 Q1	$4.19M	Sell	84,162 -81,024	-49%	-$4.06M	2.1%	15
2025 Q4	$8.26M	Buy	165,186 +89,706	+119%	+$4.48M	4.25%	2
2025 Q3	$3.76M	Buy	75,480 +5,427	+8%	+$269K	1.94%	15
2025 Q2	$3.45M	Sell	70,053 -84,044	-55%	-$4.11M	1.89%	16
2025 Q1	$7.58M	Buy	154,097 +96,682	+168%	+$4.72M	4.53%	2
2024 Q4	$2.79M	Sell	57,415 -87,418	-60%	-$4.27M	1.63%	16
2024 Q3	$7.16M	Buy	144,833 +88,194	+156%	+$4.32M	4.19%	4
2024 Q2	$2.72M	Sell	56,639 -84,804	-60%	-$4.07M	1.7%	16
2024 Q1	$6.82M	Buy	141,443 +91,023	+181%	+$4.39M	4.2%	3
2023 Q4	$2.44M	Buy	50,420 +874	+2%	+$41.4K	1.59%	15
2023 Q3	$2.34M	Sell	49,546 -550	-1%	-$26.2K	1.59%	17
2023 Q2	$2.39M	Buy	50,096 +641	+1%	+$30.7K	1.59%	17
2023 Q1	$2.37M	Buy	49,455 +3,587	+8%	+$172K	1.66%	15
2022 Q4	$2.17M	Buy	45,868 +426	+0.9%	+$20.1K	1.51%	16
2022 Q3	$2.15M	Sell	45,442 -3,301	-7%	-$159K	1.5%	25
2022 Q2	$2.35M	Buy	48,743 +42,191	+644%	+$2.05M	1.55%	19
2022 Q1	$321K	Buy	+6,552	New	+$324K	0.19%	48

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

Friedenthal Financial's LMBS Position: Q2 2026 in Review

Friedenthal Financial increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 6% in Q2 2026, buying an estimated $252K and bringing the position to 89,209 shares worth $4.44M. The position accounts for 2.05% of the portfolio, ranked #12.

Friedenthal Financial first reported a position in LMBS in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.26M in Q4 2025. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Friedenthal Financial held 89,209 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $4.44M as of Q2 2026.
Friedenthal Financial bought 5,047 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $252K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 2.05% of Friedenthal Financial's portfolio in Q2 2026, its #12 holding.
Friedenthal Financial first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2022 and has held it in 18 quarters since.
Friedenthal Financial's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $8.26M in Q4 2025.
456 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.