Ritter Daniher Financial Advisory’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Ritter Daniher Financial Advisory's LMBS Position: Q2 2026 in Review
Ritter Daniher Financial Advisory reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 25% in Q2 2026, selling an estimated $125K and leaving 7,674 shares worth $382K. The position accounts for 0.06% of the portfolio, ranked #120.
Ritter Daniher Financial Advisory first reported a position in LMBS in Q1 2026 and has held it in 2 quarters since. The position peaked at $507K in Q1 2026. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Ritter Daniher Financial Advisory held 7,674 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $382K as of Q2 2026.
- Ritter Daniher Financial Advisory sold 2,511 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $125K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.06% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #120 holding.
- Ritter Daniher Financial Advisory first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
- Ritter Daniher Financial Advisory's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $507K in Q1 2026.
- 453 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 Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.