Cetera Investment Advisers’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $136M | Buy |
2,737,725
+185,998
| +7% | +$9.28M | 0.12% | 148 |
|
|
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
Cetera Investment Advisers's LMBS Position: Q2 2026 in Review
Cetera Investment Advisers increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 7.3% in Q2 2026, buying an estimated $9.28M and bringing the position to 2,737,725 shares worth $136M. The position accounts for 0.12% of the portfolio, ranked #148.
Cetera Investment Advisers first reported a position in LMBS in Q4 2017 and has held it in 35 quarters since. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Cetera Investment Advisers held 2,737,725 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $136M as of Q2 2026.
- Cetera Investment Advisers bought 185,998 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $9.28M.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.12% of Cetera Investment Advisers's portfolio in Q2 2026, its #148 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 35 quarters since.
- 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 Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.