HighTower Advisors’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 | $105M | Buy |
2,112,029
+241,404
| +13% | +$12M | 0.1% | 197 |
|
|
2026
Q1 | $93.2M | Buy |
1,870,625
+416,479
| +29% | +$20.9M | 0.1% | 206 |
|
|
2025
Q4 | $72.7M | Buy |
1,454,146
+709,693
| +95% | +$35.5M | 0.08% | 248 |
|
|
2025
Q3 | $37.1M | Buy |
744,453
+47,060
| +7% | +$2.33M | 0.04% | 419 |
|
|
2025
Q2 | $34.4M | Sell |
697,393
-8,834
| -1% | -$432K | 0.04% | 421 |
|
|
2025
Q1 | $34.7M | Buy |
706,227
+340,107
| +93% | +$16.6M | 0.05% | 388 |
|
|
2024
Q4 | $17.8M | Buy |
366,120
+16,645
| +5% | +$813K | 0.02% | 558 |
|
|
2024
Q3 | $17.3M | Buy |
349,475
+6,854
| +2% | +$335K | 0.02% | 560 |
|
|
2024
Q2 | $16.5M | Sell |
342,621
-1,391
| -0.4% | -$66.8K | 0.03% | 545 |
|
|
2024
Q1 | $16.6M | Sell |
344,012
-51,477
| -13% | -$2.48M | 0.03% | 534 |
|
|
2023
Q4 | $19.1M | Buy |
395,489
+8,673
| +2% | +$411K | 0.03% | 484 |
|
|
2023
Q3 | $18.3M | Sell |
386,816
-4,384
| -1% | -$208K | 0.03% | 478 |
|
|
2023
Q2 | $18.7M | Sell |
391,200
-2,345
| -0.6% | -$112K | 0.04% | 447 |
|
|
2023
Q1 | $18.8M | Sell |
393,545
-79,995
| -17% | -$3.83M | 0.04% | 426 |
|
|
2022
Q4 | $22.4M | Sell |
473,540
-441,826
| -48% | -$20.9M | 0.05% | 361 |
|
|
2022
Q3 | $43.3M | Buy |
915,366
+128,433
| +16% | +$6.2M | 0.12% | 189 |
|
|
2022
Q2 | $38M | Sell |
786,933
-3,752
| -0.5% | -$182K | 0.1% | 216 |
|
|
2022
Q1 | $38.7M | Buy |
790,685
+494,120
| +167% | +$24.5M | 0.09% | 239 |
|
|
2021
Q4 | $14.8M | Buy |
296,565
+49,740
| +20% | +$2.5M | 0.03% | 471 |
|
|
2021
Q3 | $12.5M | Sell |
246,825
-34,996
| -12% | -$1.78M | 0.03% | 459 |
|
|
2021
Q2 | $14.3M | Buy |
281,821
+17,216
| +7% | +$879K | 0.04% | 396 |
|
|
2021
Q1 | $13.5M | Buy |
264,605
+30,875
| +13% | +$1.59M | 0.04% | 393 |
|
|
2020
Q4 | $12M | Sell |
233,730
-529
| -0.2% | -$27.3K | 0.05% | 330 |
|
|
2020
Q3 | $12.1M | Buy |
234,259
+28,364
| +14% | +$1.47M | 0.06% | 298 |
|
|
2020
Q2 | $10.6M | Buy |
205,895
+92,738
| +82% | +$4.79M | 0.06% | 303 |
|
|
2020
Q1 | $5.78M | Buy |
113,157
+14,656
| +15% | +$761K | 0.04% | 406 |
|
|
2019
Q4 | $5.1M | Sell |
98,501
-298
| -0.3% | -$15.5K | 0.03% | 537 |
|
|
2019
Q3 | $5.14M | Buy |
98,799
+24,598
| +33% | +$1.28M | 0.03% | 536 |
|
|
2019
Q2 | $3.84M | Sell |
74,201
-35,310
| -32% | -$1.82M | 0.02% | 657 |
|
|
2019
Q1 | $5.62M | Sell |
109,511
-1,847
| -2% | -$94.5K | 0.04% | 471 |
|
|
2018
Q4 | $5.68M | Buy |
111,358
+11,454
| +11% | +$583K | 0.04% | 424 |
|
|
2018
Q3 | $5.09M | Buy |
99,904
+9,586
| +11% | +$490K | 0.04% | 503 |
|
|
2018
Q2 | $4.62M | Buy |
90,318
+50,569
| +127% | +$2.59M | 0.04% | 524 |
|
|
2018
Q1 | $2.04M | Buy |
39,749
+9,670
| +32% | +$498K | 0.02% | 799 |
|
|
2017
Q4 | $1.56M | Buy |
30,079
+12,892
| +75% | +$668K | 0.01% | 911 |
|
|
2017
Q3 | $895K | Buy |
17,187
+3,003
| +21% | +$156K | 0.01% | 1149 |
|
|
2017
Q2 | $739K | Buy |
14,184
+6,738
| +90% | +$352K | 0.01% | 1194 |
|
|
2017
Q1 | $389K | Buy |
7,446
+989
| +15% | +$51.6K | ﹤0.01% | 1440 |
|
|
2016
Q4 | $337K | Buy |
+6,457
| New | +$339K | ﹤0.01% | 1417 |
|
Other funds holding LMBS
HighTower Advisors's LMBS Position: Q2 2026 in Review
HighTower Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 13% in Q2 2026, buying an estimated $12M and bringing the position to 2,112,029 shares worth $105M. The position accounts for 0.1% of the portfolio, ranked #197.
HighTower Advisors first reported a position in LMBS in Q4 2016 and has held it in 39 quarters since. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- HighTower Advisors held 2,112,029 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $105M as of Q2 2026.
- HighTower Advisors bought 241,404 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $12M.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.1% of HighTower Advisors's portfolio in Q2 2026, its #197 holding.
- HighTower Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2016 and has held it in 39 quarters since.
- 453 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 HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.