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

Centaurus Financial’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	$1.76M	Buy	35,285 +14,704	+71%	+$733K	0.07%	280
2026 Q1	$1.02M	Buy	20,581 +13,973	+211%	+$701K	0.05%	333
2025 Q4	$330K	Buy	6,608 +1,877	+40%	+$93.8K	0.02%	654
2025 Q3	$236K	Buy	4,731 +145	+3%	+$7.18K	0.01%	752
2025 Q2	$226K	Sell	4,586 -839	-15%	-$41.1K	0.01%	687
2025 Q1	$267K	Sell	5,425 -6,486	-54%	-$317K	0.02%	606
2024 Q4	$580K	Buy	11,911 +7,713	+184%	+$377K	0.04%	403
2024 Q3	$207K	Sell	4,198 -17	-0.4%	-$832	0.01%	641
2024 Q2	$203K	Sell	4,215 -25,716	-86%	-$1.23M	0.01%	602
2024 Q1	$1.44M	Buy	+29,931	New	+$1.44M	0.1%	189
2023 Q1	–	Sell	-3,624	Closed	-$172K	–	928
2022 Q4	$172K	Sell	3,624 -1,049	-22%	-$49.6K	0.02%	651
2022 Q3	$221K	Buy	4,673 +492	+12%	+$23.7K	0.02%	586
2022 Q2	$202K	Sell	4,181 -2,417	-37%	-$117K	0.02%	607
2022 Q1	$323K	Sell	6,598 -672	-9%	-$33.3K	0.03%	528
2021 Q4	$363K	Sell	7,270 -4,059	-36%	-$204K	0.03%	526
2021 Q3	$573K	Buy	11,329 +3,946	+53%	+$200K	0.05%	385
2021 Q2	$376K	Buy	7,383 +1,987	+37%	+$101K	0.03%	503
2021 Q1	$275K	Sell	5,396 -218	-4%	-$11.2K	0.03%	522
2020 Q4	$289K	Sell	5,614 -1,261	-18%	-$65K	0.03%	472
2020 Q3	$355K	Sell	6,875 -44,369	-87%	-$2.3M	0.05%	333
2020 Q2	$2.65M	Buy	51,244 +14,732	+40%	+$761K	0.39%	57
2020 Q1	$1.86M	Buy	36,512 +8,320	+30%	+$432K	0.37%	70
2019 Q4	$1.46M	Buy	28,192 +740	+3%	+$38.4K	0.2%	118
2019 Q3	$1.43M	Buy	27,452 +775	+3%	+$40.2K	0.22%	112
2019 Q2	$1.38M	Buy	26,677 +424	+2%	+$21.8K	0.22%	115
2019 Q1	$1.35M	Buy	26,253 +1,253	+5%	+$64.1K	0.23%	110
2018 Q4	$1.26M	Hold	25,000	–	–	0.28%	92
2018 Q3	$1.28M	Buy	25,000 +868	+4%	+$44.4K	0.23%	108
2018 Q2	$1.24M	Buy	24,132 +6,428	+36%	+$329K	0.17%	132
2018 Q1	$909K	Buy	+17,704	New	+$912K	0.21%	122

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

Centaurus Financial's LMBS Position: Q2 2026 in Review

Centaurus Financial increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 71% in Q2 2026, buying an estimated $733K and bringing the position to 35,285 shares worth $1.76M. The position accounts for 0.07% of the portfolio, ranked #280.

Centaurus Financial first reported a position in LMBS in Q1 2018 and has held it in 30 quarters since. The position peaked at $2.65M in Q2 2020. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Centaurus Financial held 35,285 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.76M as of Q2 2026.
Centaurus Financial bought 14,704 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $733K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.07% of Centaurus Financial's portfolio in Q2 2026, its #280 holding.
Centaurus Financial first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2018 and has held it in 30 quarters since.
Centaurus Financial's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.65M in Q2 2020.
456 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 Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.