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Cetera Advisor Networks’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$16.3M Sell
336,961
-24,422
-7% -$1.18M 0.08% 266
2023
Q4 		$17.5M Sell
361,383
-149,132
-29% -$7.07M 0.1% 213
2023
Q3 		$24.1M Sell
510,515
-5,192
-1% -$247K 0.15% 135
2023
Q2 		$24.6M Sell
515,707
-178,074
-26% -$8.54M 0.17% 126
2023
Q1 		$33.2M Sell
693,781
-30,284
-4% -$1.45M 0.24% 88
2022
Q4 		$34.3M Buy
724,065
+195,150
+37% +$9.22M 0.28% 75
2022
Q3 		$25M Buy
528,915
+13,603
+3% +$656K 0.31% 65
2022
Q2 		$24.9M Buy
515,312
+173,556
+51% +$8.43M 0.32% 62
2022
Q1 		$16.7M Sell
341,756
-30,807
-8% -$1.53M 0.2% 101
2021
Q4 		$18.6M Buy
372,563
+4,218
+1% +$212K 0.23% 90
2021
Q3 		$18.6M Buy
368,345
+14,726
+4% +$747K 0.25% 80
2021
Q2 		$18M Buy
353,619
+220,605
+166% +$11.3M 0.25% 80
2021
Q1 		$6.79M Buy
133,014
+24,855
+23% +$1.28M 0.14% 162
2020
Q4 		$5.57M Buy
108,159
+149
+0.1% +$7.68K 0.13% 168
2020
Q3 		$5.58M Buy
108,010
+10,500
+11% +$543K 0.15% 151
2020
Q2 		$5.04M Sell
97,510
-5,045
-5% -$260K 0.13% 159
2020
Q1 		$5.23M Buy
102,555
+27,092
+36% +$1.41M 0.17% 131
2019
Q4 		$3.9M Buy
75,463
+23,551
+45% +$1.22M 0.1% 188
2019
Q3 		$2.7M Sell
51,912
-14,605
-22% -$758K 0.08% 230
2019
Q2 		$3.44M Sell
66,517
-33,748
-34% -$1.74M 0.11% 182
2019
Q1 		$5.14M Buy
100,265
+862
+0.9% +$44.1K 0.17% 122
2018
Q4 		$5.08M Buy
99,403
+53,125
+115% +$2.71M 0.2% 107
2018
Q3 		$2.36M Buy
46,278
+19,310
+72% +$987K 0.08% 211
2018
Q2 		$1.38M Buy
26,968
+9,630
+56% +$493K 0.07% 238
2018
Q1 		$890K Buy
17,338
+7,389
+74% +$381K 0.04% 354
2017
Q4 		$512K Buy
9,949
+5,238
+111% +$272K 0.02% 555
2017
Q3 		$246K Sell
4,711
-3,030
-39% -$158K 0.01% 753
2017
Q2 		$405K Buy
7,741
+650
+9% +$33.9K 0.02% 583
2017
Q1 		$371K Sell
7,091
-1,730
-20% -$90.3K 0.02% 616
2016
Q4 		$461K Buy
+8,821
New +$463K 0.02% 511

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Advisor Networks's LMBS Position: Q1 2024 in Review

Cetera Advisor Networks reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 6.8% in Q1 2024, selling an estimated $1.18M and leaving 336,961 shares worth $16.3M. The position accounts for 0.08% of the portfolio, ranked #266.

Cetera Advisor Networks first reported a position in LMBS in Q4 2016 and has held it in 30 quarters since. The position peaked at $34.3M in Q4 2022. 374 funds tracked by Wall St. Rank hold LMBS as of Q1 2024.

  • Cetera Advisor Networks held 336,961 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $16.3M as of Q1 2024.
  • Cetera Advisor Networks sold 24,422 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2024, an estimated $1.18M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.08% of Cetera Advisor Networks's portfolio in Q1 2024, its #266 holding.
  • Cetera Advisor Networks first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2016 and has held it in 30 quarters since.
  • Cetera Advisor Networks's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $34.3M in Q4 2022.
  • 374 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.