Raffa Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Raffa Wealth Management’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 Q2	–	Sell	-1,326	Closed	-$65.2K	–	1123
2025 Q1	$65.2K	Hold	1,326	–	–	0.01%	133
2024 Q4	$64.5K	Hold	1,326	–	–	0.02%	134
2024 Q3	$65.5K	Hold	1,326	–	–	0.02%	130
2024 Q2	$63.7K	Buy	1,326 +143	+12%	+$6.86K	0.02%	181
2024 Q1	$57.1K	Buy	1,183 +689	+139%	+$33.2K	0.02%	184
2023 Q4	$23.9K	Sell	494 -38	-7%	-$1.8K	0.01%	192
2023 Q3	$25.1K	Sell	532 -1	-0.2%	-$48	0.01%	179
2023 Q2	$25.4K	Sell	533 -654	-55%	-$31.3K	0.01%	180
2023 Q1	$56.8K	Buy	1,187 +541	+84%	+$25.9K	0.02%	134
2022 Q4	$30.6K	Sell	646 -723	-53%	-$34.2K	0.01%	171
2022 Q3	$64.8K	Sell	1,369 -82	-6%	-$3.96K	0.03%	122
2022 Q2	$70.1K	Sell	1,451 -37	-2%	-$1.8K	0.03%	112
2022 Q1	$72.8K	Sell	1,488 -1,440	-49%	-$71.3K	0.03%	113
2021 Q4	$146K	Hold	2,928	–	–	0.05%	71
2021 Q3	$148K	Buy	2,928 +370	+14%	+$18.8K	0.05%	60
2021 Q2	$130K	Buy	2,558 +1,797	+236%	+$91.8K	0.05%	62
2021 Q1	$38.9K	Hold	761	–	–	0.01%	150
2020 Q4	$39.2K	Sell	761 -622	-45%	-$32.1K	0.01%	144
2020 Q3	$71.5K	Sell	1,383 -773	-36%	-$40K	0.03%	97
2020 Q2	$111K	Buy	2,156 +107	+5%	+$5.53K	0.04%	79
2020 Q1	$104K	Buy	+2,049	New	+$106K	0.04%	76
2019 Q1	–	Sell	-3,054	Closed	-$156K	–	736
2018 Q4	$156K	Buy	3,054 +21	+0.7%	+$1.07K	0.06%	78
2018 Q3	$155K	Buy	+3,033	New	+$155K	0.05%	90

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Raffa Wealth Management's LMBS Position: Q2 2025 in Review

Raffa Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2025, closing a stake of 1,326 shares — an estimated $65.2K sold.

Raffa Wealth Management first reported a position in LMBS in Q3 2018 and held it in 23 quarters. The position peaked at $156K in Q4 2018. 417 funds tracked by Wall St. Rank hold LMBS as of Q2 2025.

Raffa Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2025 after selling out during the quarter.
Raffa Wealth Management sold 1,326 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2025, an estimated $65.2K.
Raffa Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2018 and held it in 23 quarters.
Raffa Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $156K in Q4 2018.
417 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2025.

Based on Raffa Wealth Management's 13F filing for Q2 2025, filed 27 Jul 2026.