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

Cetera Investment Advisers’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
Q1 		$127M Buy
2,551,727
+171,648
+7% +$8.61M 0.14% 139
2025
Q4 		$119M Sell
2,380,079
-61,211
-3% -$3.06M 0.13% 137
2025
Q3 		$122M Buy
2,441,290
+599,674
+33% +$29.7M 0.14% 124
2025
Q2 		$90.7M Buy
1,841,616
+128,743
+8% +$6.3M 0.15% 133
2025
Q1 		$84.2M Sell
1,712,873
-11,328
-0.7% -$553K 0.16% 124
2024
Q4 		$83.9M Buy
1,724,201
+739,519
+75% +$36.1M 0.18% 117
2024
Q3 		$48.7M Buy
984,682
+44,457
+5% +$2.18M 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% -$45.1M 0.15% 134
2023
Q3 		$62.5M Sell
1,323,287
-6,209
-0.5% -$295K 0.54% 34
2023
Q2 		$63.4M Sell
1,329,496
-3,025
-0.2% -$145K 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% +$1.19M 1.23% 8
2022
Q2 		$61.4M Buy
1,271,594
+3,325
+0.3% +$162K 0.98% 12
2022
Q1 		$62.1M Buy
1,268,269
+151,658
+14% +$7.51M 0.89% 13
2021
Q4 		$55.8M Buy
1,116,611
+76,914
+7% +$3.87M 0.8% 14
2021
Q3 		$52.6M Buy
1,039,697
+150,140
+17% +$7.62M 0.84% 13
2021
Q2 		$45.3M Sell
889,557
-69,783
-7% -$3.56M 0.73% 15
2021
Q1 		$49M Buy
959,340
+609,537
+174% +$31.3M 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% +$90.2K 0.21% 119
2020
Q2 		$2.47M Buy
47,865
+10,602
+28% +$547K 0.23% 114
2020
Q1 		$1.9M Buy
37,263
+4,815
+15% +$250K 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% +$202K 0.2% 122
2019
Q1 		$1.35M Sell
26,377
-3,484
-12% -$178K 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 +$1.35M 0.25% 110

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers's LMBS Position: Q1 2026 in Review

Cetera Investment Advisers increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 7.2% in Q1 2026, buying an estimated $8.61M and bringing the position to 2,551,727 shares worth $127M. The position accounts for 0.14% of the portfolio, ranked #139.

Cetera Investment Advisers first reported a position in LMBS in Q4 2017 and has held it in 34 quarters since. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Cetera Investment Advisers held 2,551,727 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $127M as of Q1 2026.
  • Cetera Investment Advisers bought 171,648 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $8.61M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.14% of Cetera Investment Advisers's portfolio in Q1 2026, its #139 holding.
  • Cetera Investment Advisers first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2017 and has held it in 34 quarters since.
  • 440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.