FF
LMBS icon

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 2.11% 15
2025
Q4 		$8.26M Buy
165,186
+89,706
+119% +$4.48M 4.26% 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 1.63% 17
2023
Q2 		$2.39M Buy
50,096
+641
+1% +$30.7K 1.6% 17
2023
Q1 		$2.37M Buy
49,455
+3,587
+8% +$172K 1.67% 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

TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return