Cetera Investment Advisers’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.7M | Buy |
1,841,616
+128,743
| +8% | +$6.34M | 0.15% | 133 |
|
|
2025
Q1 | $84.2M | Sell |
1,712,873
-11,328
| -0.7% | -$557K | 0.16% | 124 |
|
|
2024
Q4 | $83.9M | Buy |
1,724,201
+739,519
| +75% | +$36M | 0.18% | 117 |
|
|
2024
Q3 | $48.7M | Buy |
984,682
+44,457
| +5% | +$2.2M | 0.11% | 186 |
|
|
2024
Q2 | $45.2M | Buy |
940,225
+140,132
| +18% | +$6.73M | 0.1% | 188 |
|
|
2024
Q1 | $38.6M | Buy |
800,093
+427,232
| +115% | +$20.6M | 0.09% | 216 |
|
|
2023
Q4 | $18M | Sell |
372,861
-950,426
| -72% | -$45.9M | 0.15% | 134 |
|
|
2023
Q3 | $62.5M | Sell |
1,323,287
-6,209
| -0.5% | -$293K | 0.54% | 34 |
|
|
2023
Q2 | $63.4M | Sell |
1,329,496
-3,025
| -0.2% | -$144K | 0.53% | 35 |
|
|
2023
Q1 | $63.8M | Buy |
1,332,521
+11,202
| +0.8% | +$536K | 0.56% | 33 |
|
|
2022
Q4 | $62.6M | Buy |
1,321,319
+25,160
| +2% | +$1.19M | 0.58% | 28 |
|
|
2022
Q3 | $61.4M | Buy |
1,296,159
+24,565
| +2% | +$1.16M | 1.23% | 8 |
|
|
2022
Q2 | $61.4M | Buy |
1,271,594
+3,325
| +0.3% | +$161K | 0.98% | 12 |
|
|
2022
Q1 | $62.1M | Buy |
1,268,269
+151,658
| +14% | +$7.42M | 0.89% | 13 |
|
|
2021
Q4 | $55.8M | Buy |
1,116,611
+76,914
| +7% | +$3.84M | 0.8% | 14 |
|
|
2021
Q3 | $52.6M | Buy |
1,039,697
+150,140
| +17% | +$7.59M | 0.84% | 13 |
|
|
2021
Q2 | $45.3M | Sell |
889,557
-69,783
| -7% | -$3.55M | 0.73% | 15 |
|
|
2021
Q1 | $49M | Buy |
959,340
+609,537
| +174% | +$31.1M | 0.96% | 12 |
|
|
2020
Q4 | $18M | Buy |
349,803
+300,195
| +605% | +$15.5M | 0.36% | 57 |
|
|
2020
Q3 | $2.56M | Buy |
49,608
+1,743
| +4% | +$90.1K | 0.21% | 119 |
|
|
2020
Q2 | $2.47M | Buy |
47,865
+10,602
| +28% | +$548K | 0.23% | 114 |
|
|
2020
Q1 | $1.9M | Buy |
37,263
+4,815
| +15% | +$246K | 0.23% | 120 |
|
|
2019
Q4 | $1.68M | Buy |
32,448
+4,896
| +18% | +$254K | 0.17% | 147 |
|
|
2019
Q3 | $1.43M | Sell |
27,552
-2,751
| -9% | -$143K | 0.17% | 140 |
|
|
2019
Q2 | $1.56M | Buy |
30,303
+3,926
| +15% | +$203K | 0.2% | 122 |
|
|
2019
Q1 | $1.35M | Sell |
26,377
-3,484
| -12% | -$179K | 0.19% | 128 |
|
|
2018
Q4 | $1.52M | Buy |
29,861
+1,996
| +7% | +$102K | 0.25% | 109 |
|
|
2018
Q3 | $1.42M | Buy |
27,865
+3,585
| +15% | +$183K | 0.2% | 126 |
|
|
2018
Q2 | $1.24M | Sell |
24,280
-4,443
| -15% | -$228K | 0.22% | 121 |
|
|
2018
Q1 | $1.48M | Buy |
28,723
+2,742
| +11% | +$141K | 0.28% | 99 |
|
|
2017
Q4 | $1.34M | Buy |
+25,981
| New | +$1.34M | 0.25% | 110 |
|