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

Citadel Advisors’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	$6.83M	Buy	+137,190	New	+$6.84M	﹤0.01%	4194
2026 Q1	–	Sell	-133,802	Closed	-$6.69M	–	13671
2025 Q4	$6.69M	Sell	133,802 -77,983	-37%	-$3.9M	﹤0.01%	3843
2025 Q3	$10.5M	Buy	211,785 +15,456	+8%	+$765K	﹤0.01%	3194
2025 Q2	$9.67M	Buy	+196,329	New	+$9.61M	﹤0.01%	3074
2025 Q1	–	Sell	-11,148	Closed	-$545K	–	15119
2024 Q4	$543K	Buy	+11,148	New	+$545K	﹤0.01%	8370
2024 Q3	–	Sell	-12,181	Closed	-$585K	–	14807
2024 Q2	$585K	Buy	+12,181	New	+$585K	﹤0.01%	7731
2023 Q4	–	Sell	-37,541	Closed	-$1.78M	–	14840
2023 Q3	$1.77M	Buy	37,541 +36,931	+6,054%	+$1.76M	﹤0.01%	5440
2023 Q2	$29.1K	Sell	610 -9,340	-94%	-$448K	﹤0.01%	12386
2023 Q1	$476K	Sell	9,950 -114,507	-92%	-$5.48M	﹤0.01%	8421
2022 Q4	$5.9M	Buy	124,457 +76,470	+159%	+$3.61M	﹤0.01%	3588
2022 Q3	$2.27M	Sell	47,987 -48,293	-50%	-$2.33M	﹤0.01%	5346
2022 Q2	$4.65M	Buy	+96,280	New	+$4.68M	﹤0.01%	3934
2022 Q1	–	Sell	-174,220	Closed	-$8.71M	–	14162
2021 Q4	$8.71M	Sell	174,220 -33,282	-16%	-$1.67M	﹤0.01%	3301
2021 Q3	$10.5M	Sell	207,502 -1,853,548	-90%	-$94.1M	﹤0.01%	2993
2021 Q2	$105M	Buy	+2,061,050	New	+$105M	0.02%	645
2021 Q1	–	Sell	-24,038	Closed	-$1.24M	–	13501
2020 Q4	$1.24M	Buy	+24,038	New	+$1.24M	﹤0.01%	6341
2019 Q4	–	Sell	-30,902	Closed	-$1.61M	–	9463
2019 Q3	$1.61M	Buy	+30,902	New	+$1.6M	﹤0.01%	4821
2017 Q2	–	Sell	-4,028	Closed	-$210K	–	7819
2017 Q1	$210K	Buy	+4,028	New	+$210K	﹤0.01%	6430

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

Citadel Advisors's LMBS Position: Q2 2026 in Review

Citadel Advisors opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026: 137,190 shares worth $6.83M. The stake represents ﹤0.01% of the portfolio and ranks #4194 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in LMBS as recently as Q4 2025.

Citadel Advisors first reported a position in LMBS in Q1 2017 and has held it in 18 quarters since. The position peaked at $105M in Q2 2021. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Citadel Advisors held 137,190 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $6.83M as of Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Citadel Advisors position in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #4194 holding.
Citadel Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2017 and has held it in 18 quarters since.
Citadel Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $105M in Q2 2021.
455 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 Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.