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First Trust Low Duration Opportunities ETF (LMBS) Institutional Ownership

First Trust Low Duration Opportunities ETF logo
$50.12 +0.06 (+0.12%)
Closing price 04:00 PM Eastern
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$49.95 -0.17 (-0.34%)
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)
$984.80M
Number of
Institutional Sellers
(last 12 months)
235
Total
Institutional Outflows
(last 12 months)
$324.11M
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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
10/16/2025 HBK Sorce Advisory LLC5,820$290K0.0%+16.5%0.005%
10/15/2025TrueWealth Advisors LLC5,588$278K0.1%+5.4%0.005%
10/15/2025CWM LLC343,112$17.08M0.1%-0.7%0.313%
10/15/2025Iams Wealth Management LLC37,073$1.85M0.7%+0.6%0.034%
10/15/2025World Investment Advisors8,718$434K0.0%+45.0%0.008%
10/15/2025Atwood & Palmer Inc.16,605$827K0.0%-30.0%0.015%
10/15/2025Brookstone Capital Management434,141$21.62M0.3%-1.7%0.396%
10/15/2025Southland Equity Partners LLC5,671$282K0.1%-45.6%0.005%
10/15/2025Friedenthal Financial75,480$3.76M1.9%+7.7%0.069%
10/15/2025DAVENPORT & Co LLC52,965$2.64M0.0%+1.7%0.048%
10/14/2025 Weitzel Financial Services Inc.242,730$12.14M4.9%+2.6%0.221%
10/14/2025 Farther Finance Advisors LLC4,848$241K0.0%-5.0%0.004%
10/14/2025 Prism Advisors Inc.276,508$13.77M3.7%+5.0%0.252%
10/14/2025 TL Private Wealth328,364$16.42M6.6%+10.0%0.299%
10/14/2025 AIFG Consultants Ltd.39,614$1.97M3.5%-6.4%0.036%
10/14/2025 Berger Financial Group Inc1,011,741$50.38M3.0%+2.1%0.923%
10/14/2025 HBK Sorce Advisory LLC5,820$290K0.0%+16.5%0.005%
10/14/2025 Retirement Income Solutions Inc.6,583$328K0.1%+39.0%0.006%
10/10/2025 Fairvoy Private Wealth LLC293,912$14.63M3.3%-5.9%0.269%
10/10/2025 KMG Fiduciary Partners LLC49,638$2.47M0.2%+7.7%0.045%
10/10/2025 Signal Advisors Wealth LLC6,486$323K0.0%+14.7%0.006%
10/9/2025 Secure Asset Management LLC240,724$12.00M2.0%+23.6%0.221%
10/9/2025 AdvisorNet Financial Inc4,476$223K0.0%-22.7%0.004%
10/9/2025 Financial Enhancement Group LLC309,533$15.44M2.1%-16.1%0.284%
10/9/2025 U.S. Capital Wealth Advisors LLC70,610$3.52M0.1%+19.8%0.065%
10/9/2025 Redhawk Wealth Advisors Inc.201,857$10.05M1.2%+15.0%0.185%
10/9/2025 Dynamic Advisor Solutions LLC10,331$514K0.0%-12.0%0.009%
10/9/2025 Long Run Wealth Advisors LLC270,686$13.48M2.6%+8.6%0.249%
10/8/2025 Genesis Private Wealth LLC121,927$6.07M2.6%+3.6%0.112%
10/8/2025 Balefire LLC28,303$1.41M0.3%+14.3%0.026%
10/7/2025 TCP Asset Management LLC153,377$7.64M1.4%+4.6%0.141%
10/7/2025 First International Bank & Trust205,968$10.26M3.6%-2.3%0.189%
10/7/2025 EWG Elevate Inc.137,579$6.85M2.1%-32.5%0.126%
10/7/2025 Team Financial Group LLC21,627$1.08M0.5%+6.0%0.020%
10/6/2025 Destiny Wealth Partners LLC59,286$2.95M0.4%-0.4%0.055%
10/6/2025 Searcy Financial Services Inc. ADV407,431$20.29M7.7%+3.1%0.376%
10/6/2025 Wisconsin Wealth Advisors LLC31,165$1.55M1.5%-1.8%0.029%
10/6/2025 Inspirion Wealth Advisors LLC424,638$20.98M3.1%+0.5%0.392%
10/6/2025 Grove Bank & Trust188,014$9.36M1.1%+19.9%0.173%
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%
8/12/2025 Weitzel 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%
8/12/2025 TCP Asset Management LLC146,582$7.22M1.4%+1.9%0.139%
(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, 492 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 392 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 20,111,070 shares in the last 24 months. This purchase volume represents approximately $985.16M 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 ($377.85K), Atwood & Palmer Inc. ($293.54K), 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 6,603,896 shares in the last 24 months. This volume of shares sold represents approximately $324.13M in transactions.


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This page (NASDAQ:LMBS) was last updated on 10/16/2025 by MarketBeat.com Staff
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