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 Q3	$1.8M	Buy	37,169 +148	+0.4%	+$7.32K	0.46%	48
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

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TPW

TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Ifrah Financial Services's LMBS Position: Q3 2026 in Review

Ifrah Financial Services increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.4% in Q3 2026, buying an estimated $7.32K and bringing the position to 37,169 shares worth $1.8M. The position accounts for 0.46% of the portfolio, ranked #48.

Ifrah Financial Services first reported a position in LMBS in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.93M in Q4 2025. 46 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

Ifrah Financial Services held 37,169 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.8M as of Q3 2026.
Ifrah Financial Services bought 148 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $7.32K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.46% of Ifrah Financial Services's portfolio in Q3 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 18 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.
46 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on Ifrah Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.