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
2024 Q3	–	Sell	-2,600	Closed	-$125K	–	14808
2024 Q2	$125K	Buy	+2,600	New	+$125K	﹤0.01%	10602
2024 Q1	–	Sell	-6,800	Closed	-$329K	–	15094
2023 Q4	$329K	Buy	6,800 +5,700	+518%	+$270K	﹤0.01%	8990
2023 Q3	$52K	Buy	1,100 +800	+267%	+$38K	﹤0.01%	11717
2023 Q2	$14.3K	Buy	300 +200	+200%	+$9.59K	﹤0.01%	13006
2023 Q1	$4.79K	Buy	+100	New	+$4.79K	﹤0.01%	13926

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Citadel Advisors's LMBS Position: Q1 2026 in Review

Citadel Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2026, closing a stake of 133,802 shares — an estimated $6.69M sold.

Citadel Advisors first reported a position in LMBS in Q1 2017 and held it in 17 quarters. The position peaked at $105M in Q2 2021. 441 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Citadel Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2026 after selling out during the quarter.
Citadel Advisors sold 133,802 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $6.69M.
Citadel Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2017 and held it in 17 quarters.
Citadel Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $105M in Q2 2021.
441 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 Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.