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RAFFA WEALTH MANAGEMENT, LLC’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's LMBS Position: Q2 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC 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, LLC first reported a position in LMBS in Q3 2018 and held it in 23 quarters. The position peaked at $156K in Q4 2018. 416 funds tracked by Wall St. Rank hold LMBS as of Q2 2025.

  • RAFFA WEALTH MANAGEMENT, LLC 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, LLC 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, LLC 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, LLC's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $156K in Q4 2018.
  • 416 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, LLC's 13F filing for Q2 2025, filed 27 Jul 2026.