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First Trust Low Duration Opportunities ETF (LMBS) Institutional Ownership

First Trust Low Duration Opportunities ETF logo
$49.61 +0.05 (+0.10%)
Closing price 04:00 PM Eastern
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$49.61 0.00 (0.00%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Low Duration Opportunities ETF (NASDAQ:LMBS)

Number of
Institutional Buyers
(last 12 months)
310
Total
Institutional Inflows
(last 12 months)
$1.00B
Number of
Institutional Sellers
(last 12 months)
238
Total
Institutional Outflows
(last 12 months)
$327.29M
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LMBS Institutional Buying and Selling by Quarter

First Trust Low Duration Opportunities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Orion Porfolio Solutions LLC43,810$2.16M0.0%-6.7%0.042%
8/26/2025 Thrivent Financial for Lutherans35,852$1.77M0.0%N/A0.034%
8/26/2025 Claris Financial LLC40,681$2.00M1.5%-28.1%0.039%
8/20/2025 Coppell Advisory Solutions LLC60,565$2.98M0.4%+44.0%0.058%
8/19/2025 Advisory Services Network LLC32,303$1.59M0.0%-17.8%0.031%
8/19/2025 Asset Dedication LLC1,364$67K0.0%N/A0.001%
8/18/2025 Tyler Stone Wealth Management17,654$870K0.1%-16.5%0.017%
8/18/2025 Geneos Wealth Management Inc.305,634$15.06M0.4%+139.4%0.290%
8/18/2025 Hollencrest Capital Management638$31K0.0%N/A0.001%
8/15/2025 First Heartland Consultants Inc.113,939$5.61M0.5%-13.5%0.108%
8/15/2025 Equitable Holdings Inc.54,529$2.69M0.0%+52.7%0.052%
8/15/2025 FSB Premier Wealth Management Inc.66,661$3.28M1.2%+11.4%0.063%
8/15/2025 Captrust Financial Advisors100,919$4.97M0.0%+8.2%0.096%
8/15/2025 Manhattan West Asset Management LLC77,343$3.81M0.9%-28.3%0.073%
8/15/2025 Visionary Wealth Advisors78,056$3.85M0.2%-9.5%0.074%
8/15/2025 Snowden Capital Advisors LLC104,881$5.17M0.2%+1.5%0.100%
8/15/2025 Orion Porfolio Solutions LLC43,810$2.16M0.0%-6.7%0.042%
8/15/2025 MML Investors Services LLC206,962$10.20M0.0%+1.4%0.197%
8/15/2025 IHT Wealth Management LLC48,119$2.37M0.1%+1.2%0.046%
8/15/2025 EP Wealth Advisors LLC5,657$279K0.0%N/A0.005%
8/15/2025 Benjamin Edwards Inc.106,401$5.24M0.1%+18.5%0.101%
8/15/2025 BNP Paribas Financial Markets17,150$845K0.0%+15.1%0.016%
8/15/2025 Bank of America Corp DE1,630,521$80.32M0.0%+18.0%1.549%
8/15/2025 Ameriprise Financial Inc.10,603$522K0.0%-7.8%0.010%
8/15/2025 Abbot Financial Management Inc.37,789$1.86M0.9%+30.7%0.036%
8/14/2025 Jane Street Group LLC18,058$890K0.0%N/A0.017%
8/14/2025 Raymond James Financial Inc.3,595,511$177.12M0.1%+5.4%3.416%
8/14/2025 Darwin Wealth Management LLC170,698$8.41M2.9%N/A0.162%
8/14/2025 Betterment LLC6,674$329K0.0%+11.4%0.006%
8/14/2025 Vivaldi Capital Management LP101,800$5.02M0.8%+68.6%0.097%
8/14/2025 Faithward Advisors LLC27,827$1.37M0.2%+6.3%0.026%
8/14/2025 NewEdge Advisors LLC309,900$15.27M0.1%+7.1%0.294%
8/14/2025 Stonehaven Wealth & Tax Solutions LLC67,607$3.33M3.3%+2.1%0.064%
8/14/2025 Acorn Wealth Advisors LLC9,052$446K0.2%-4.3%0.009%
8/14/2025 Cerity Partners LLC407,129$20.06M0.0%+0.6%0.387%
8/13/2025 Per Stirling Capital Management LLC.77,089$3.80M0.5%-3.1%0.073%
8/13/2025 Avestar Capital LLC18,040$889K0.1%+1.2%0.017%
8/13/2025 StoneX Group Inc.29,419$1.45M0.1%-6.3%0.028%
8/13/2025 Gateway Wealth Partners LLC19,455$958K0.2%-9.9%0.018%
8/13/2025 Baird Financial Group Inc.506,206$24.94M0.0%+1.8%0.481%
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8/13/2025 First Trust Advisors LP1,103,235$54.35M0.0%+11.5%1.048%
8/13/2025 Beacon Pointe Advisors LLC11,266$555K0.0%-6.0%0.011%
8/13/2025 VestGen Advisors LLC60,981$3.00M0.1%+0.5%0.058%
8/13/2025 Trustmark Bank Trust Department17,475$861K0.1%-2.2%0.017%
8/13/2025 Level Four Advisory Services LLC4,554$224K0.0%-8.6%0.004%
8/13/2025 Northwestern Mutual Wealth Management Co.833,495$41.06M0.0%+4.7%0.792%
8/13/2025 Maia Wealth LLC49,077$2.42M0.5%+16.0%0.047%
8/12/2025 J.W. Cole Advisors Inc.27,094$1.34M0.0%+7.3%0.026%
8/12/2025 Financial Advocates Investment Management60,687$2.99M0.2%-0.9%0.058%
8/12/2025 Steward Partners Investment Advisory LLC148,462$7.31M0.1%-12.4%0.141%
8/12/2025 Weitzel Financial Services Inc.236,607$11.70M5.0%-6.4%0.225%
8/12/2025 CreativeOne Wealth LLC12,126$597K0.0%+8.2%0.012%
8/12/2025 Ameritas Investment Partners Inc.172,059$8.48M0.3%+0.5%0.163%
8/12/2025 Global Retirement Partners LLC15,320$755K0.0%N/A0.015%
8/12/2025 TCP Asset Management LLC146,582$7.22M1.4%+1.9%0.139%
8/12/2025 Titleist Asset Management LLC4,107$202K0.0%N/A0.004%
8/12/2025 Entruity Wealth LLC126,722$6.24M5.3%+2.1%0.120%
8/12/2025 Northeast Planning Associates INC. NH52,797$2.60M2.4%+7.1%0.050%
8/12/2025 MAI Capital Management8,788$433K0.0%-87.9%0.008%
8/12/2025 JPMorgan Chase & Co.127,359$6.27M0.0%-24.6%0.121%
8/12/2025 Wisconsin Wealth Advisors LLC31,722$1.56M1.8%-3.4%0.030%
8/11/2025 Anfield Capital Management LLC81,655$4.02M1.3%+2.4%0.078%
8/11/2025 Wealthspire Advisors LLC8,308$409K0.0%-3.7%0.008%
8/11/2025 Perennial Investment Advisors LLC26,838$1.32M0.1%-13.3%0.025%
8/11/2025 Y.D. More Investments Ltd1,596$78K0.0%+133.7%0.002%
8/8/2025 MTM Investment Management LLC2,173$107K0.0%-29.9%0.002%
8/8/2025 Rockefeller Capital Management L.P.249,853$12.31M0.0%+0.2%0.237%
8/8/2025 Kingsview Wealth Management LLC188,581$9.29M0.2%-4.9%0.179%
8/8/2025 Avantax Advisory Services Inc.321,449$15.84M0.1%+5.9%0.305%
8/8/2025 Cetera Investment Advisers1,841,616$90.72M0.2%+7.5%1.750%
8/8/2025 Flaharty Asset Management LLC14,530$716K0.1%-1.5%0.014%
8/8/2025 Creative Planning13,423$661K0.0%-24.0%0.013%
8/8/2025 Meridian Wealth Management LLC6,745$332K0.0%-9.2%0.006%
8/8/2025 Foundations Investment Advisors LLC247,518$12.19M0.2%-2.0%0.235%
8/8/2025 Petix & Botte Co277,213$13.66M3.4%-6.1%0.263%
8/8/2025 PNC Financial Services Group Inc.3,530$174K0.0%-11.2%0.003%
8/8/2025 IMA Advisory Services Inc.130,703$6.44M0.7%-3.4%0.124%
8/7/2025 PFG Advisors13,622$671K0.0%-13.1%0.013%
8/7/2025 Alpha Financial Advisors LLC105,213$5.18M2.0%+7.3%0.100%
8/6/2025 Prospera Financial Services Inc443,337$21.85M0.4%-13.6%0.421%
8/6/2025 Summit Investment Advisors Inc.171,235$8.42M6.9%+8.0%0.163%
8/6/2025 AE Wealth Management LLC45,330$2.23M0.0%-19.2%0.043%
8/6/2025 Wedbush Securities Inc.38,220$1.88M0.1%-7.4%0.036%
8/6/2025 Vestmark Advisory Solutions Inc.363,206$17.89M0.3%+104.0%0.345%
8/6/2025 Walkner Condon Financial Advisors LLC307,531$15.15M2.8%+10.2%0.292%
8/6/2025 Long Run Wealth Advisors LLC249,146$12.27M2.6%+3.8%0.237%
8/6/2025 Golden State Wealth Management LLC3,330$164K0.0%-30.3%0.003%
8/6/2025 Fairway Financial LLC132,430$6.52M5.5%-0.5%0.126%
8/6/2025 Csenge Advisory Group736,493$36.01M1.9%+3.4%0.700%
8/5/2025 GPS Wealth Strategies Group LLC19,823$976K0.1%+3.0%0.019%
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8/5/2025 Claro Advisors LLC7,409$365K0.1%-7.9%0.007%
8/5/2025 Holistic Financial Partners4,528$223K0.1%-57.3%0.004%
8/5/2025 Obermeyer Wealth Partners299,341$14.75M0.7%+0.1%0.284%
8/5/2025 Sigma Planning Corp93,815$4.62M0.1%-33.9%0.089%
8/4/2025 Center for Financial Planning Inc.65,000$3.20M0.4%-23.9%0.062%
8/4/2025 Creative Financial Designs Inc. ADV10,977$541K0.0%-12.1%0.010%
8/4/2025 Creekmur Asset Management LLC633$31K0.0%+497.2%0.001%
8/4/2025 Tradewinds LLC.8,762$432K0.3%N/A0.008%
8/4/2025 IFG Advisory LLC25,697$1.27M0.1%-26.2%0.024%
8/4/2025 Atria Investments Inc265,854$13.10M0.2%-0.5%0.253%
(Data available from 1/1/2016 forward)

LMBS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LMBS shares?

During the previous two years, 494 institutional investors and hedge funds held shares of First Trust Low Duration Opportunities ETF. The most heavily invested institutionals were Morgan Stanley ($585.19M), LPL Financial LLC ($454.72M), Wells Fargo & Company MN ($236.21M), Raymond James Financial Inc. ($177.12M), UBS Group AG ($169.04M), Royal Bank of Canada ($128.32M), and Raymond James Financial Services Advisors Inc. ($96.66M).Learn more on First Trust Low Duration Opportunities ETF's institutional investors.

Which institutional investors have been buying First Trust Low Duration Opportunities ETF's stock?

Of the 390 institutional investors that purchased First Trust Low Duration Opportunities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($3.60M), LPL Financial LLC ($2.19M), Cetera Investment Advisers ($1.44M), Global Assets Advisory LLC ($1.34M), International Assets Investment Management LLC ($1.30M), Financial Enhancement Group LLC ($685.46K), and Trilogy Capital Inc. ($518.87K).

How much institutional buying is happening at First Trust Low Duration Opportunities ETF?

Institutional investors have bought a total of 20,501,884 shares in the last 24 months. This purchase volume represents approximately $1.00B in transactions.

Which of First Trust Low Duration Opportunities ETF's major shareholders have been selling company stock?

Of the 238 institutional investors that sold First Trust Low Duration Opportunities ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($721.07K), Financial Enhancement Group LLC ($318.35K), Atwood & Palmer Inc. ($286.44K), Condor Capital Management ($274.27K), Stifel Financial Corp ($266.42K), Independent Advisor Alliance ($242.14K), and JPMorgan Chase & Co. ($226.82K).

How much institutional selling is happening at First Trust Low Duration Opportunities ETF?

Institutional investors have sold a total of 6,669,920 shares in the last 24 months. This volume of shares sold represents approximately $327.29M in transactions.


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This page (NASDAQ:LMBS) was last updated on 8/28/2025 by MarketBeat.com Staff
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