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First Trust Low Duration Opportunities ETF (LMBS) Institutional Ownership

First Trust Low Duration Opportunities ETF logo
$49.90 -0.05 (-0.10%)
Closing price 10/3/2025 04:00 PM Eastern
Extended Trading
$49.91 +0.01 (+0.02%)
As of 10/3/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
312
Total
Institutional Inflows
(last 12 months)
$992.04M
Number of
Institutional Sellers
(last 12 months)
236
Total
Institutional Outflows
(last 12 months)
$325.98M
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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
10/3/2025 Dominguez Wealth Management Solutions Inc.64,765$3.23M2.0%+0.8%0.062%
10/3/2025 Aaron Wealth Advisors LLC350,126$17.43M1.0%-2.0%0.333%
9/25/2025National Wealth Management Group LLC10,199$502K0.3%+9.2%0.010%
9/11/2025Milestones Private Investment Advisors LLC7,116$351K0.3%N/A0.007%
9/4/2025Osaic Holdings Inc.850,960$41.93M0.1%+26.0%0.809%
8/29/2025Centaurus Financial Inc.4,586$226K0.0%-15.5%0.004%
8/27/2025Orion Porfolio Solutions LLC43,810$2.16M0.0%-6.7%0.042%
8/26/2025Thrivent Financial for Lutherans35,852$1.77M0.0%N/A0.034%
8/26/2025Claris Financial LLC40,681$2.00M1.5%-28.1%0.039%
8/20/2025Coppell Advisory Solutions LLC60,565$2.98M0.4%+44.0%0.058%
8/19/2025Advisory Services Network LLC32,303$1.59M0.0%-17.8%0.031%
8/19/2025Asset Dedication LLC1,364$67K0.0%N/A0.001%
8/18/2025Tyler Stone Wealth Management17,654$870K0.1%-16.5%0.017%
8/18/2025Geneos Wealth Management Inc.305,634$15.06M0.4%+139.4%0.290%
8/18/2025Hollencrest Capital Management638$31K0.0%N/A0.001%
8/15/2025First Heartland Consultants Inc.113,939$5.61M0.5%-13.5%0.108%
8/15/2025Equitable Holdings Inc.54,529$2.69M0.0%+52.7%0.052%
8/15/2025FSB Premier Wealth Management Inc.66,661$3.28M1.2%+11.4%0.063%
8/15/2025Captrust Financial Advisors100,919$4.97M0.0%+8.2%0.096%
8/15/2025Manhattan West Asset Management LLC77,343$3.81M0.9%-28.3%0.073%
8/15/2025Visionary Wealth Advisors78,056$3.85M0.2%-9.5%0.074%
8/15/2025Snowden Capital Advisors LLC104,881$5.17M0.2%+1.5%0.100%
8/15/2025Orion Porfolio Solutions LLC43,810$2.16M0.0%-6.7%0.042%
8/15/2025MML Investors Services LLC206,962$10.20M0.0%+1.4%0.197%
8/15/2025IHT Wealth Management LLC48,119$2.37M0.1%+1.2%0.046%
8/15/2025EP Wealth Advisors LLC5,657$279K0.0%N/A0.005%
8/15/2025Benjamin Edwards Inc.106,401$5.24M0.1%+18.5%0.101%
8/15/2025BNP Paribas Financial Markets17,150$845K0.0%+15.1%0.016%
8/15/2025Bank of America Corp DE1,630,521$80.32M0.0%+18.0%1.549%
8/15/2025Ameriprise Financial Inc.10,603$522K0.0%-7.8%0.010%
8/15/2025Abbot Financial Management Inc.37,789$1.86M0.9%+30.7%0.036%
8/14/2025Jane Street Group LLC18,058$890K0.0%N/A0.017%
8/14/2025Raymond James Financial Inc.3,595,511$177.12M0.1%+5.4%3.416%
8/14/2025Darwin Wealth Management LLC170,698$8.41M2.9%N/A0.162%
8/14/2025Betterment LLC6,674$329K0.0%+11.4%0.006%
8/14/2025Vivaldi Capital Management LP101,800$5.02M0.8%+68.6%0.097%
8/14/2025Faithward Advisors LLC27,827$1.37M0.2%+6.3%0.026%
8/14/2025NewEdge Advisors LLC309,900$15.27M0.1%+7.1%0.294%
8/14/2025Stonehaven Wealth & Tax Solutions LLC67,607$3.33M3.3%+2.1%0.064%
8/14/2025Acorn Wealth Advisors LLC9,052$446K0.2%-4.3%0.009%
8/14/2025Cerity Partners LLC407,129$20.06M0.0%+0.6%0.387%
8/13/2025Per Stirling Capital Management LLC.77,089$3.80M0.5%-3.1%0.073%
8/13/2025Avestar Capital LLC18,040$889K0.1%+1.2%0.017%
8/13/2025StoneX Group Inc.29,419$1.45M0.1%-6.3%0.028%
8/13/2025Gateway Wealth Partners LLC19,455$958K0.2%-9.9%0.018%
8/13/2025Baird Financial Group Inc.506,206$24.94M0.0%+1.8%0.481%
8/13/2025First Trust Advisors LP1,103,235$54.35M0.0%+11.5%1.048%
8/13/2025Beacon Pointe Advisors LLC11,266$555K0.0%-6.0%0.011%
8/13/2025VestGen Advisors LLC60,981$3.00M0.1%+0.5%0.058%
8/13/2025Trustmark Bank Trust Department17,475$861K0.1%-2.2%0.017%
8/13/2025Level Four Advisory Services LLC4,554$224K0.0%-8.6%0.004%
8/13/2025Northwestern Mutual Wealth Management Co.833,495$41.06M0.0%+4.7%0.792%
8/13/2025Maia Wealth LLC49,077$2.42M0.5%+16.0%0.047%
8/12/2025J.W. Cole Advisors Inc.27,094$1.34M0.0%+7.3%0.026%
8/12/2025Financial Advocates Investment Management60,687$2.99M0.2%-0.9%0.058%
8/12/2025Steward Partners Investment Advisory LLC148,462$7.31M0.1%-12.4%0.141%
8/12/2025Weitzel Financial Services Inc.236,607$11.70M5.0%-6.4%0.225%
8/12/2025CreativeOne Wealth LLC12,126$597K0.0%+8.2%0.012%
8/12/2025Ameritas Investment Partners Inc.172,059$8.48M0.3%+0.5%0.163%
8/12/2025Global Retirement Partners LLC15,320$755K0.0%N/A0.015%
8/12/2025TCP Asset Management LLC146,582$7.22M1.4%+1.9%0.139%
8/12/2025Titleist Asset Management LLC4,107$202K0.0%N/A0.004%
8/12/2025Entruity Wealth LLC126,722$6.24M5.3%+2.1%0.120%
8/12/2025Northeast Planning Associates INC. NH52,797$2.60M2.4%+7.1%0.050%
8/12/2025MAI Capital Management8,788$433K0.0%-87.9%0.008%
8/12/2025JPMorgan Chase & Co.127,359$6.27M0.0%-24.6%0.121%
8/12/2025Wisconsin Wealth Advisors LLC31,722$1.56M1.8%-3.4%0.030%
8/11/2025Anfield Capital Management LLC81,655$4.02M1.3%+2.4%0.078%
8/11/2025Wealthspire Advisors LLC8,308$409K0.0%-3.7%0.008%
8/11/2025Perennial Investment Advisors LLC26,838$1.32M0.1%-13.3%0.025%
8/11/2025Y.D. More Investments Ltd1,596$78K0.0%+133.7%0.002%
8/8/2025MTM Investment Management LLC2,173$107K0.0%-29.9%0.002%
8/8/2025Rockefeller Capital Management L.P.249,853$12.31M0.0%+0.2%0.237%
8/8/2025Kingsview Wealth Management LLC188,581$9.29M0.2%-4.9%0.179%
8/8/2025Avantax Advisory Services Inc.321,449$15.84M0.1%+5.9%0.305%
8/8/2025Cetera Investment Advisers1,841,616$90.72M0.2%+7.5%1.750%
8/8/2025Flaharty Asset Management LLC14,530$716K0.1%-1.5%0.014%
8/8/2025Creative Planning13,423$661K0.0%-24.0%0.013%
8/8/2025Meridian Wealth Management LLC6,745$332K0.0%-9.2%0.006%
8/8/2025Foundations Investment Advisors LLC247,518$12.19M0.2%-2.0%0.235%
8/8/2025Petix & Botte Co277,213$13.66M3.4%-6.1%0.263%
8/8/2025PNC Financial Services Group Inc.3,530$174K0.0%-11.2%0.003%
8/8/2025IMA Advisory Services Inc.130,703$6.44M0.7%-3.4%0.124%
8/7/2025PFG Advisors13,622$671K0.0%-13.1%0.013%
8/7/2025Alpha Financial Advisors LLC105,213$5.18M2.0%+7.3%0.100%
8/6/2025Prospera Financial Services Inc443,337$21.85M0.4%-13.6%0.421%
8/6/2025Summit Investment Advisors Inc.171,235$8.42M6.9%+8.0%0.163%
8/6/2025AE Wealth Management LLC45,330$2.23M0.0%-19.2%0.043%
8/6/2025Wedbush Securities Inc.38,220$1.88M0.1%-7.4%0.036%
8/6/2025Vestmark Advisory Solutions Inc.363,206$17.89M0.3%+104.0%0.345%
8/6/2025Walkner Condon Financial Advisors LLC307,531$15.15M2.8%+10.2%0.292%
8/6/2025Long Run Wealth Advisors LLC249,146$12.27M2.6%+3.8%0.237%
8/6/2025Golden State Wealth Management LLC3,330$164K0.0%-30.3%0.003%
8/6/2025Fairway Financial LLC132,430$6.52M5.5%-0.5%0.126%
8/6/2025Csenge Advisory Group736,493$36.01M1.9%+3.4%0.700%
8/5/2025GPS Wealth Strategies Group LLC19,823$976K0.1%+3.0%0.019%
8/5/2025Claro Advisors LLC7,409$365K0.1%-7.9%0.007%
8/5/2025Holistic Financial Partners4,528$223K0.1%-57.3%0.004%
8/5/2025Obermeyer Wealth Partners299,341$14.75M0.7%+0.1%0.284%
8/5/2025Sigma Planning Corp93,815$4.62M0.1%-33.9%0.089%
(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 391 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 20,252,263 shares in the last 24 months. This purchase volume represents approximately $992.04M in transactions.

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

Of the 236 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 6,642,782 shares in the last 24 months. This volume of shares sold represents approximately $325.98M in transactions.


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This page (NASDAQ:LMBS) was last updated on 10/6/2025 by MarketBeat.com Staff
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