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First Trust Low Duration Opportunities ETF (LMBS) Institutional Ownership

First Trust Low Duration Opportunities ETF logo
$48.92 -0.02 (-0.04%)
Closing price 05/20/2025 03:59 PM Eastern
Extended Trading
$48.87 -0.05 (-0.10%)
As of 08:05 AM 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.

Institutional Ownership Changes (13F Filings) for First Trust Low Duration Opportunities ETF (NASDAQ:LMBS)

Number of
Institutional Buyers
(last 12 months)
300
Total
Institutional Inflows
(last 12 months)
$1.02B
Number of
Institutional Sellers
(last 12 months)
224
Total
Institutional Outflows
(last 12 months)
$294.10M
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LMBS Institutional Buying and Selling by Quarter

First Trust Low Duration Opportunities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025Belpointe Asset Management LLC49,750$2.45M0.1%+236.9%0.049%
5/20/2025 Focus Partners Wealth181,873$8.94M0.0%-1.2%0.180%
5/20/2025Flaharty Asset Management LLC14,750$725K0.1%-2.5%0.015%
5/16/2025 Faithward Advisors LLC26,184$1.29M0.2%-4.1%0.026%
5/16/2025 Coppell Advisory Solutions LLC42,073$2.07M0.2%+32.7%0.042%
5/16/2025 Signature Estate & Investment Advisors LLC4,613$227K0.0%N/A0.005%
5/16/2025 Ashton Thomas Private Wealth LLC120,799$5.94M0.2%+13.4%0.120%
5/16/2025 Raab & Moskowitz Asset Management LLC11,058$544K0.1%+5.5%0.011%
5/16/2025 National Wealth Management Group LLC9,343$459K0.3%N/A0.009%
5/16/2025 NewEdge Advisors LLC289,409$14.23M0.1%+7.8%0.287%
5/16/2025 Integrated Wealth Concepts LLC311,174$15.30M0.2%+15.3%0.309%
5/15/2025 Capital Investment Counsel LLC6,710$330K0.1%-18.4%0.007%
5/15/2025 Royal Bank of Canada2,610,301$128.32M0.0%-4.7%2.588%
5/15/2025 Betterment LLC5,993$295K0.0%+17.9%0.006%
5/15/2025 MAI Capital Management72,790$3.58M0.0%+6.8%0.072%
5/15/2025 Baird Financial Group Inc.497,094$24.44M0.0%-2.9%0.493%
5/15/2025 TD Capital Management LLC312,333$15.35M1.6%-0.2%0.310%
5/14/2025 Valley Financial Group Inc.12,537$616K0.4%+6.0%0.012%
5/14/2025 CreativeOne Wealth LLC11,205$551K0.0%N/A0.011%
5/14/2025 Per Stirling Capital Management LLC.79,567$3.91M0.6%+4.3%0.079%
5/14/2025 Comerica Bank193,195$9.50M0.0%+13.6%0.192%
5/14/2025 Northwestern Mutual Wealth Management Co.796,139$39.14M0.0%+13.3%0.789%
5/14/2025 Kestra Advisory Services LLC235,597$11.58M0.1%+23.1%0.234%
5/14/2025 Summit Financial LLC171,090$8.41M0.2%+528.0%0.170%
5/14/2025 TFB Advisors LLC17,801$875K0.3%+14.3%0.018%
5/14/2025 Petix & Botte Co295,219$14.51M3.8%-14.8%0.293%
5/13/2025 Moment Partners LLC5,096$251K0.0%-8.4%0.005%
5/13/2025 Steward Partners Investment Advisory LLC169,387$8.33M0.1%+46.2%0.168%
5/13/2025 Raymond James Financial Inc.3,410,262$167.65M0.1%+11.2%3.382%
5/13/2025 Nations Financial Group Inc. IA ADV27,040$1.33M0.1%-12.3%0.027%
5/13/2025 Vestmark Advisory Solutions Inc.178,022$8.75M0.2%+5.5%0.177%
5/13/2025 Heck Capital Advisors LLC435,570$21.41M2.4%+0.1%0.432%
5/13/2025 Rathbones Group PLC4,254$209K0.0%N/A0.004%
5/13/2025 Anfield Capital Management LLC79,776$3.92M1.4%+22.0%0.079%
5/13/2025 HighTower Advisors LLC706,227$34.72M0.0%+92.9%0.700%
5/13/2025 Elevation Capital Advisory LLC8,979$441K0.2%N/A0.009%
5/13/2025 Core Wealth Partners LLC18,778$923K0.5%-27.1%0.019%
5/12/2025 Cypress Capital Group32,255$1.59M0.2%+51.1%0.032%
5/12/2025 Meridian Wealth Management LLC7,430$365K0.0%-54.3%0.007%
5/12/2025 Maia Wealth LLC42,325$2.07M0.5%+12.6%0.042%
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5/12/2025 Independent Advisor Alliance123,318$6.06M0.2%-66.3%0.122%
5/12/2025 SouthState Corp1,678$82K0.0%N/A0.002%
5/12/2025 Berger Financial Group Inc970,373$47.70M3.3%+10.1%0.962%
5/12/2025 Manhattan West Asset Management LLC107,889$5.30M1.4%+15.0%0.107%
5/12/2025 Benjamin Edwards Inc.89,768$4.41M0.1%+13.5%0.089%
5/12/2025 Condor Capital Management50,740$2.49M0.2%-84.4%0.050%
5/12/2025 Arcadia Wealth Management Inc.34,211$1.68M1.3%+6.5%0.034%
5/9/2025 Chicago Partners Investment Group LLC28,804$1.41M0.0%-4.9%0.029%
5/9/2025 Commonwealth Financial Services LLC143,657$7.06M1.4%+4.6%0.142%
5/9/2025 Endowment Wealth Management Inc.48,296$2.37M1.5%+19.2%0.048%
5/9/2025 Atria Wealth Solutions Inc.113,372$5.57M0.1%-6.4%0.112%
5/9/2025 Commonwealth Equity Services LLC996,316$48.98M0.1%+21.1%0.988%
5/9/2025 PNC Financial Services Group Inc.3,973$195K0.0%-43.1%0.004%
5/8/2025 IFG Advisory LLC34,799$1.71M0.1%+51.5%0.035%
5/8/2025 Helium Advisors LLC21,906$1.08M0.8%-3.5%0.022%
5/8/2025 Clearwater Capital Advisors LLC746,011$36.67M3.5%+3.0%0.740%
5/8/2025 US Bancorp DE3,386$166K0.0%-45.2%0.003%
5/8/2025 Harbour Investments Inc.455,173$22.38M0.6%+37.3%0.451%
5/8/2025 FSB Premier Wealth Management Inc.59,859$2.94M1.1%+7.7%0.059%
5/8/2025 Entruity Wealth LLC124,118$6.10M5.8%+2.2%0.123%
5/8/2025 Arkadios Wealth Advisors10,822$532K0.0%+7.3%0.011%
5/8/2025 Marshall Investment Management LLC1,419$70K0.0%-46.6%0.001%
5/8/2025 Geneos Wealth Management Inc.300,098$14.75M0.4%+139.0%0.298%
5/7/2025 Brio Consultants LLC15,799$777K0.3%N/A0.016%
5/7/2025 Foundations Investment Advisors LLC252,445$12.41M0.2%-0.2%0.250%
5/7/2025 Maridea Wealth Management LLC14,525$714K0.2%-8.7%0.014%
5/7/2025 Abbot Financial Management Inc.28,918$1.42M0.7%+0.9%0.029%
5/7/2025 Prosperity Consulting Group LLC27,802$1.37M0.1%-5.9%0.028%
5/7/2025 LPL Financial LLC9,249,695$454.72M0.2%-0.2%9.172%
5/7/2025 First Heartland Consultants Inc.131,664$6.47M0.7%+26.1%0.131%
5/7/2025 Trilogy Capital Inc.532,196$26.16M1.4%+9.2%0.528%
5/6/2025 Assetmark Inc.226,186$11.12M0.0%+13.0%0.224%
5/6/2025 Cetera Investment Advisers1,712,873$84.21M0.2%-0.7%1.698%
5/6/2025 Avantax Advisory Services Inc.303,446$14.92M0.1%-0.3%0.301%
5/6/2025 Atria Investments Inc267,144$13.13M0.2%-1.1%0.265%
5/6/2025 Holistic Financial Partners10,610$522K0.3%-20.4%0.011%
5/6/2025 AE Wealth Management LLC56,109$2.76M0.0%-2.5%0.056%
5/6/2025 Wedbush Securities Inc.41,284$2.03M0.1%+5.0%0.041%
5/6/2025 Summit Wealth Partners LLC9,722$478K0.1%N/A0.010%
5/6/2025 Retirement Income Solutions Inc4,634$228K0.0%N/A0.005%
5/6/2025 IMA Advisory Services Inc.135,322$6.65M0.8%N/A0.134%
5/6/2025 Triumph Capital Management111,775$5.50M1.8%+4.9%0.111%
5/6/2025 JPL Wealth Management LLC25,642$1.24M0.5%N/A0.025%
5/6/2025 BlueChip Wealth Advisors LLC30,853$1.52M0.7%+13.4%0.031%
5/6/2025 PFG Advisors15,674$771K0.0%-1.7%0.016%
5/6/2025 Obermeyer Wealth Partners299,089$14.70M0.8%+7.9%0.297%
5/6/2025 1776 Wealth LLC11,607$571K0.3%-14.4%0.012%
5/6/2025 Clifford Swan Investment Counsel LLC308,919$15.19M0.6%-2.4%0.306%
5/5/2025 Lunt Capital Management Inc.133,530$6.56M2.4%+2.7%0.132%
5/5/2025 Sargent Investment Group LLC8,430$414K0.1%-5.7%0.008%
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5/5/2025 Northeast Planning Associates INC. NH49,306$2.42M2.0%N/A0.049%
5/5/2025 J.W. Cole Advisors Inc.25,241$1.24M0.0%+40.7%0.025%
5/5/2025 IFP Advisors Inc169,346$8.33M0.3%+11.1%0.168%
5/5/2025 Kestra Private Wealth Services LLC307,968$15.14M0.3%+2.7%0.305%
5/5/2025 Csenge Advisory Group712,177$34.85M2.0%+1.0%0.706%
5/5/2025 Private Advisor Group LLC475,013$23.35M0.1%+4.6%0.471%
5/5/2025 Migdal Insurance & Financial Holdings Ltd.81,709$4.02M0.1%-0.9%0.081%
5/2/2025 Kingsview Wealth Management LLC198,207$9.74M0.2%-13.3%0.197%
5/2/2025 Larson Financial Group LLC4,935$243K0.0%-5.1%0.005%
5/2/2025 Apollon Wealth Management LLC48,153$2.37M0.1%-15.7%0.048%
(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, 485 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 LMBS's institutional investors.

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

Of the 384 institutional investors that purchased First Trust Low Duration Opportunities ETF 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 31,977,591 shares in the last 24 months. This purchase volume represents approximately $1.55B in transactions.

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

Of the 330 institutional investors that sold First Trust Low Duration Opportunities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Morgan Stanley ($1.16M), Raymond James & Associates ($899.13K), Raymond James Financial Services Advisors Inc. ($821.73K), Gradient Investments LLC ($721.07K), Truist Financial Corp ($566.28K), Financial Enhancement Group LLC ($529.47K), and SRS Capital Advisors Inc. ($483.11K).

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

Institutional investors have sold a total of 18,291,052 shares in the last 24 months. This volume of shares sold represents approximately $880.61M in transactions.



This page (NASDAQ:LMBS) was last updated on 5/21/2025 by MarketBeat.com Staff
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