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

Cerity Partners’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	$21.1M	Sell	423,154 -12,505	-3%	-$624K	0.03%	468
2026 Q1	$21.7M	Buy	435,659 +643	+0.1%	+$32.2K	0.03%	421
2025 Q4	$21.7M	Buy	435,016 +3,105	+0.7%	+$155K	0.03%	397
2025 Q3	$21.5M	Buy	431,911 +24,782	+6%	+$1.23M	0.03%	366
2025 Q2	$20.1M	Buy	407,129 +2,524	+0.6%	+$124K	0.04%	362
2025 Q1	$19.9M	Buy	404,605 +10,938	+3%	+$534K	0.04%	336
2024 Q4	$19.2M	Buy	393,667 +10,718	+3%	+$524K	0.04%	320
2024 Q3	$18.9M	Buy	382,949 +75,143	+24%	+$3.68M	0.04%	327
2024 Q2	$14.8M	Buy	307,806 +3,236	+1%	+$155K	0.04%	331
2024 Q1	$14.7M	Buy	304,570 +90,642	+42%	+$4.37M	0.04%	357
2023 Q4	$10.3M	Buy	213,928 +80,405	+60%	+$3.81M	0.03%	367
2023 Q3	$6.31M	Buy	133,523 +51,269	+62%	+$2.44M	0.03%	374
2023 Q2	$3.92M	Buy	82,254 +70,430	+596%	+$3.38M	0.02%	553
2023 Q1	$569K	Sell	11,824 -390	-3%	-$18.7K	﹤0.01%	1236
2022 Q4	$579K	Buy	12,214 +2,024	+20%	+$95.7K	﹤0.01%	877
2022 Q3	$483K	Sell	10,190 -4,275	-30%	-$206K	0.01%	727
2022 Q2	$699K	Buy	+14,465	New	+$703K	0.01%	644

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

Cerity Partners's LMBS Position: Q2 2026 in Review

Cerity Partners reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2.9% in Q2 2026, selling an estimated $624K and leaving 423,154 shares worth $21.1M. The position accounts for 0.03% of the portfolio, ranked #468.

Cerity Partners first reported a position in LMBS in Q2 2022 and has held it in 17 quarters since. The position peaked at $21.7M in Q4 2025. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Cerity Partners held 423,154 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $21.1M as of Q2 2026.
Cerity Partners sold 12,505 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $624K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #468 holding.
Cerity Partners 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 17 quarters since.
Cerity Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $21.7M in Q4 2025.
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 Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.