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

Ifrah Financial Services’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	$1.84M	Sell	37,021 -47	-0.1%	-$2.34K	0.45%	48
2026 Q1	$1.85M	Sell	37,068 -1,597	-4%	-$80.1K	0.49%	45
2025 Q4	$1.93M	Buy	38,665 +1,142	+3%	+$57.1K	0.5%	43
2025 Q3	$1.87M	Sell	37,523 -258	-0.7%	-$12.8K	0.48%	45
2025 Q2	$1.86M	Sell	37,781 -186	-0.5%	-$9.11K	0.51%	42
2025 Q1	$1.87M	Buy	37,967 +1,492	+4%	+$72.9K	0.54%	41
2024 Q4	$1.78M	Buy	36,475 +541	+2%	+$26.4K	0.49%	44
2024 Q3	$1.78M	Buy	35,934 +453	+1%	+$22.2K	0.48%	47
2024 Q2	$1.7M	Buy	35,481 +1,480	+4%	+$71K	0.48%	47
2024 Q1	$1.64M	Buy	34,001 +1,315	+4%	+$63.4K	0.46%	49
2023 Q4	$1.58M	Sell	32,686 -960	-3%	-$45.5K	0.46%	50
2023 Q3	$1.59M	Sell	33,646 -129	-0.4%	-$6.13K	0.49%	47
2023 Q2	$1.61M	Buy	33,775 +411	+1%	+$19.7K	0.49%	51
2023 Q1	$1.6M	Buy	33,364 +246	+0.7%	+$11.8K	0.51%	46
2022 Q4	$1.57M	Sell	33,118 -703	-2%	-$33.2K	0.52%	47
2022 Q3	$1.6M	Buy	33,821 +241	+0.7%	+$11.6K	0.55%	47
2022 Q2	$1.62M	Buy	+33,580	New	+$1.63M	0.53%	47

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

Ifrah Financial Services's LMBS Position: Q2 2026 in Review

Ifrah Financial Services reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.13% in Q2 2026, selling an estimated $2.34K and leaving 37,021 shares worth $1.84M. The position accounts for 0.45% of the portfolio, ranked #48.

Ifrah Financial Services first reported a position in LMBS in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.93M in Q4 2025. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Ifrah Financial Services held 37,021 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.84M as of Q2 2026.
Ifrah Financial Services sold 47 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $2.34K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.45% of Ifrah Financial Services's portfolio in Q2 2026, its #48 holding.
Ifrah Financial Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2022 and has held it in 17 quarters since.
Ifrah Financial Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.93M in Q4 2025.
455 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 Ifrah Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.