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First Trust Low Duration Opportunities ETF (LMBS) Institutional Ownership

First Trust Low Duration Opportunities ETF logo
$49.17 -0.10 (-0.20%)
Closing price 06/27/2025 03:59 PM Eastern
Extended Trading
$49.22 +0.05 (+0.09%)
As of 08:02 AM 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)
299
Total
Institutional Inflows
(last 12 months)
$989.03M
Number of
Institutional Sellers
(last 12 months)
225
Total
Institutional Outflows
(last 12 months)
$296.66M
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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
6/2/2025Integrity Wealth Advisors Inc.16,396$806K0.6%-7.6%0.016%
5/22/2025Mattson Financial Services LLC1,011$50K0.0%-98.7%0.001%
5/21/2025Geneos Wealth Management Inc.127,647$6.28M0.2%+1.7%0.127%
5/20/2025Belpointe Asset Management LLC49,750$2.45M0.1%+236.9%0.049%
5/20/2025Focus Partners Wealth181,873$8.94M0.0%-1.2%0.180%
5/20/2025Flaharty Asset Management LLC14,750$725K0.1%-2.5%0.015%
5/16/2025Faithward Advisors LLC26,184$1.29M0.2%-4.1%0.026%
5/16/2025Coppell Advisory Solutions LLC42,073$2.07M0.2%+32.7%0.042%
5/16/2025Signature Estate & Investment Advisors LLC4,613$227K0.0%N/A0.005%
5/16/2025Ashton Thomas Private Wealth LLC120,799$5.94M0.2%+13.4%0.120%
5/16/2025Raab & Moskowitz Asset Management LLC11,058$544K0.1%+5.5%0.011%
5/16/2025National Wealth Management Group LLC9,343$459K0.3%N/A0.009%
5/16/2025NewEdge Advisors LLC289,409$14.23M0.1%+7.8%0.287%
5/16/2025Integrated Wealth Concepts LLC311,174$15.30M0.2%+15.3%0.309%
5/15/2025Capital Investment Counsel LLC6,710$330K0.1%-18.4%0.007%
5/15/2025Royal Bank of Canada2,610,301$128.32M0.0%-4.7%2.588%
5/15/2025Betterment LLC5,993$295K0.0%+17.9%0.006%
5/15/2025MAI Capital Management72,790$3.58M0.0%+6.8%0.072%
5/15/2025Baird Financial Group Inc.497,094$24.44M0.0%-2.9%0.493%
5/15/2025TD Capital Management LLC312,333$15.35M1.6%-0.2%0.310%
5/14/2025Valley Financial Group Inc.12,537$616K0.4%+6.0%0.012%
5/14/2025CreativeOne Wealth LLC11,205$551K0.0%N/A0.011%
5/14/2025Per Stirling Capital Management LLC.79,567$3.91M0.6%+4.3%0.079%
5/14/2025Comerica Bank193,195$9.50M0.0%+13.6%0.192%
5/14/2025Northwestern Mutual Wealth Management Co.796,139$39.14M0.0%+13.3%0.789%
5/14/2025Kestra Advisory Services LLC235,597$11.58M0.1%+23.1%0.234%
5/14/2025Summit Financial LLC171,090$8.41M0.2%+528.0%0.170%
5/14/2025TFB Advisors LLC17,801$875K0.3%+14.3%0.018%
5/14/2025Petix & Botte Co295,219$14.51M3.8%-14.8%0.293%
5/13/2025Moment Partners LLC5,096$251K0.0%-8.4%0.005%
5/13/2025Steward Partners Investment Advisory LLC169,387$8.33M0.1%+46.2%0.168%
5/13/2025Raymond James Financial Inc.3,410,262$167.65M0.1%+11.2%3.382%
5/13/2025Nations Financial Group Inc. IA ADV27,040$1.33M0.1%-12.3%0.027%
5/13/2025Vestmark Advisory Solutions Inc.178,022$8.75M0.2%+5.5%0.177%
5/13/2025Heck Capital Advisors LLC435,570$21.41M2.4%+0.1%0.432%
5/13/2025Rathbones Group PLC4,254$209K0.0%N/A0.004%
5/13/2025Anfield Capital Management LLC79,776$3.92M1.4%+22.0%0.079%
5/13/2025HighTower Advisors LLC706,227$34.72M0.0%+92.9%0.700%
5/13/2025Elevation Capital Advisory LLC8,979$441K0.2%N/A0.009%
5/13/2025Core Wealth Partners LLC18,778$923K0.5%-27.1%0.019%
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5/12/2025Cypress Capital Group32,255$1.59M0.2%+51.1%0.032%
5/12/2025Meridian Wealth Management LLC7,430$365K0.0%-54.3%0.007%
5/12/2025Maia Wealth LLC42,325$2.07M0.5%+12.6%0.042%
5/12/2025Independent Advisor Alliance123,318$6.06M0.2%-66.3%0.122%
5/12/2025SouthState Corp1,678$82K0.0%N/A0.002%
5/12/2025Berger Financial Group Inc970,373$47.70M3.3%+10.1%0.962%
5/12/2025Manhattan West Asset Management LLC107,889$5.30M1.4%+15.0%0.107%
5/12/2025Benjamin Edwards Inc.89,768$4.41M0.1%+13.5%0.089%
5/12/2025Condor Capital Management50,740$2.49M0.2%-84.4%0.050%
5/12/2025Arcadia Wealth Management Inc.34,211$1.68M1.3%+6.5%0.034%
5/9/2025Chicago Partners Investment Group LLC28,804$1.41M0.0%-4.9%0.029%
5/9/2025Commonwealth Financial Services LLC143,657$7.06M1.4%+4.6%0.142%
5/9/2025Endowment Wealth Management Inc.48,296$2.37M1.5%+19.2%0.048%
5/9/2025Atria Wealth Solutions Inc.113,372$5.57M0.1%-6.4%0.112%
5/9/2025Commonwealth Equity Services LLC996,316$48.98M0.1%+21.1%0.988%
5/9/2025PNC Financial Services Group Inc.3,973$195K0.0%-43.1%0.004%
5/8/2025IFG Advisory LLC34,799$1.71M0.1%+51.5%0.035%
5/8/2025Helium Advisors LLC21,906$1.08M0.8%-3.5%0.022%
5/8/2025Clearwater Capital Advisors LLC746,011$36.67M3.5%+3.0%0.740%
5/8/2025US Bancorp DE3,386$166K0.0%-45.2%0.003%
5/8/2025Harbour Investments Inc.455,173$22.38M0.6%+37.3%0.451%
5/8/2025FSB Premier Wealth Management Inc.59,859$2.94M1.1%+7.7%0.059%
5/8/2025Entruity Wealth LLC124,118$6.10M5.8%+2.2%0.123%
5/8/2025Arkadios Wealth Advisors10,822$532K0.0%+7.3%0.011%
5/8/2025Marshall Investment Management LLC1,419$70K0.0%-46.6%0.001%
5/8/2025Geneos Wealth Management Inc.300,098$14.75M0.4%+139.0%0.298%
5/7/2025Brio Consultants LLC15,799$777K0.3%N/A0.016%
5/7/2025Foundations Investment Advisors LLC252,445$12.41M0.2%-0.2%0.250%
5/7/2025Maridea Wealth Management LLC14,525$714K0.2%-8.7%0.014%
5/7/2025Abbot Financial Management Inc.28,918$1.42M0.7%+0.9%0.029%
5/7/2025Prosperity Consulting Group LLC27,802$1.37M0.1%-5.9%0.028%
5/7/2025LPL Financial LLC9,249,695$454.72M0.2%-0.2%9.172%
5/7/2025First Heartland Consultants Inc.131,664$6.47M0.7%+26.1%0.131%
5/7/2025Trilogy Capital Inc.532,196$26.16M1.4%+9.2%0.528%
5/6/2025Assetmark Inc.226,186$11.12M0.0%+13.0%0.224%
5/6/2025Cetera Investment Advisers1,712,873$84.21M0.2%-0.7%1.698%
5/6/2025Avantax Advisory Services Inc.303,446$14.92M0.1%-0.3%0.301%
5/6/2025Atria Investments Inc267,144$13.13M0.2%-1.1%0.265%
5/6/2025Holistic Financial Partners10,610$522K0.3%-20.4%0.011%
5/6/2025AE Wealth Management LLC56,109$2.76M0.0%-2.5%0.056%
5/6/2025Wedbush Securities Inc.41,284$2.03M0.1%+5.0%0.041%
5/6/2025Summit Wealth Partners LLC9,722$478K0.1%N/A0.010%
5/6/2025Retirement Income Solutions Inc4,634$228K0.0%N/A0.005%
5/6/2025IMA Advisory Services Inc.135,322$6.65M0.8%N/A0.134%
5/6/2025Triumph Capital Management111,775$5.50M1.8%+4.9%0.111%
5/6/2025JPL Wealth Management LLC25,642$1.24M0.5%N/A0.025%
5/6/2025BlueChip Wealth Advisors LLC30,853$1.52M0.7%+13.4%0.031%
5/6/2025PFG Advisors15,674$771K0.0%-1.7%0.016%
5/6/2025Obermeyer Wealth Partners299,089$14.70M0.8%+7.9%0.297%
5/6/20251776 Wealth LLC11,607$571K0.3%-14.4%0.012%
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5/6/2025Clifford Swan Investment Counsel LLC308,919$15.19M0.6%-2.4%0.306%
5/5/2025Lunt Capital Management Inc.133,530$6.56M2.4%+2.7%0.132%
5/5/2025Sargent Investment Group LLC8,430$414K0.1%-5.7%0.008%
5/5/2025Northeast Planning Associates INC. NH49,306$2.42M2.0%N/A0.049%
5/5/2025J.W. Cole Advisors Inc.25,241$1.24M0.0%+40.7%0.025%
5/5/2025IFP Advisors Inc169,346$8.33M0.3%+11.1%0.168%
5/5/2025Kestra Private Wealth Services LLC307,968$15.14M0.3%+2.7%0.305%
5/5/2025Csenge Advisory Group712,177$34.85M2.0%+1.0%0.706%
5/5/2025Private Advisor Group LLC475,013$23.35M0.1%+4.6%0.471%
5/5/2025Migdal Insurance & Financial Holdings Ltd.81,709$4.02M0.1%-0.9%0.081%
(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, 484 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), UBS Group AG ($169.04M), Raymond James Financial Inc. ($167.65M), 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 382 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. ($3.41M), LPL Financial LLC ($2.78M), Global Assets Advisory LLC ($1.34M), Cetera Investment Advisers ($1.31M), International Assets Investment Management LLC ($1.30M), Financial Enhancement Group LLC ($685.46K), and Bank of Montreal Can ($565.00K).

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

Institutional investors have bought a total of 20,250,823 shares in the last 24 months. This purchase volume represents approximately $989.03M in transactions.

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

Of the 225 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), ERn Financial LLC ($284.42K), Condor Capital Management ($274.27K), Stifel Financial Corp ($266.42K), Independent Advisor Alliance ($242.14K), Financial Advocates Investment Management ($236.56K), and Miracle Mile Advisors LLC ($194.02K).

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

Institutional investors have sold a total of 6,078,691 shares in the last 24 months. This volume of shares sold represents approximately $296.66M in transactions.


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This page (NASDAQ:LMBS) was last updated on 6/30/2025 by MarketBeat.com Staff
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