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

Hilltop Holdings’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
-22,130
Closed -$1.11M – 807
2025
Q4 		$1.11M Sell
22,130
-3,187
-13% -$159K 0.07% 314
2025
Q3 		$1.26M Buy
25,317
+6,124
+32% +$303K 0.07% 306
2025
Q2 		$945K Buy
19,193
+824
+4% +$40.3K 0.06% 343
2025
Q1 		$903K Buy
18,369
+1,018
+6% +$49.7K 0.06% 344
2024
Q4 		$844K Buy
17,351
+510
+3% +$24.9K 0.05% 365
2024
Q3 		$832K Buy
+16,841
New +$824K 0.05% 356
2022
Q3 		– Sell
-13,031
Closed -$629K – 538
2022
Q2 		$629K Sell
13,031
-5,091
-28% -$247K 0.08% 230
2022
Q1 		$887K Sell
18,122
-21,544
-54% -$1.07M 0.1% 186
2021
Q4 		$1.98M Buy
39,666
+14,931
+60% +$751K 0.21% 106
2021
Q3 		$1.25M Sell
24,735
-1,194
-5% -$60.6K 0.14% 148
2021
Q2 		$1.32M Sell
25,929
-1,089
-4% -$55.6K 0.15% 143
2021
Q1 		$1.38M Sell
27,018
-554
-2% -$28.5K 0.18% 125
2020
Q4 		$1.42M Sell
27,572
-10,103
-27% -$521K 0.2% 113
2020
Q3 		$1.95M Buy
37,675
+754
+2% +$39K 0.33% 69
2020
Q2 		$1.91M Buy
36,921
+72
+0.2% +$3.72K 0.35% 61
2020
Q1 		$1.88M Sell
36,849
-533
-1% -$27.7K 0.45% 48
2019
Q4 		$1.94M Buy
37,382
+20,387
+120% +$1.06M 0.36% 70
2019
Q3 		$884K Sell
16,995
-225
-1% -$11.7K 0.17% 139
2019
Q2 		$890K Sell
17,220
-151
-0.9% -$7.77K 0.19% 120
2019
Q1 		$891K Sell
17,371
-300
-2% -$15.3K 0.19% 123
2018
Q4 		$902K Buy
17,671
+439
+3% +$22.4K 0.22% 102
2018
Q3 		$878K Sell
17,232
-1,552
-8% -$79.4K 0.18% 141
2018
Q2 		$961K Sell
18,784
-10,405
-36% -$533K 0.2% 131
2018
Q1 		$1.5M Buy
+29,189
New +$1.5M 0.26% 92

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Hilltop Holdings's LMBS Position: Q1 2026 in Review

Hilltop Holdings sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2026, closing a stake of 22,130 shares — an estimated $1.11M sold.

Hilltop Holdings first reported a position in LMBS in Q1 2018 and held it in 24 quarters. The position peaked at $1.98M in Q4 2021. 446 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Hilltop Holdings 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.
  • Hilltop Holdings sold 22,130 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $1.11M.
  • Hilltop Holdings first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2018 and held it in 24 quarters.
  • Hilltop Holdings's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.98M in Q4 2021.
  • 446 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 Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.