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 Q1	–	Sell	-5,000	Closed	-$250K	–	13670
2025 Q4	$250K	Hold	5,000	–	–	﹤0.01%	10557
2025 Q3	$249K	Sell	5,000 -1,700	-25%	-$84.1K	﹤0.01%	10767
2025 Q2	$330K	Buy	6,700 +1,700	+34%	+$83.2K	﹤0.01%	9584
2025 Q1	$246K	Buy	5,000 +1,000	+25%	+$48.9K	﹤0.01%	10025
2024 Q4	$195K	Buy	+4,000	New	+$195K	﹤0.01%	10504
2024 Q3	–	Sell	-200	Closed	-$9.61K	–	14806
2024 Q2	$9.61K	Buy	+200	New	+$9.6K	﹤0.01%	13132
2024 Q1	–	Sell	-5,600	Closed	-$271K	–	15093
2023 Q4	$271K	Sell	5,600 -3,200	-36%	-$152K	﹤0.01%	9353
2023 Q3	$416K	Buy	8,800 +2,900	+49%	+$138K	﹤0.01%	8481
2023 Q2	$281K	Buy	+5,900	New	+$283K	﹤0.01%	9194
2023 Q1	–	Sell	-100	Closed	-$4.74K	–	15150
2022 Q4	$4.74K	Buy	+100	New	+$4.73K	﹤0.01%	14070

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 #4191 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. 457 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 #4191 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.
457 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.