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First Trust Low Duration Opportunities ETF (LMBS) Institutional Ownership

First Trust Low Duration Opportunities ETF logo
$49.66 +0.04 (+0.08%)
As of 11:33 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)
312
Total
Institutional Inflows
(last 12 months)
$802.46M
Number of
Institutional Sellers
(last 12 months)
200
Total
Institutional Outflows
(last 12 months)
$252.46M
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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
7/10/2026 Heck Capital Advisors LLC559,940$27.87M1.7%+6.0%0.438%
7/10/2026 City Holding Co.57,711$2.87M0.3%+4.1%0.045%
7/10/2026 Wealthcare Advisory Partners LLC64,986$3.24M0.1%+7.5%0.051%
7/9/2026 Ferguson Shapiro LLC69,264$3.45M1.0%-23.5%0.054%
7/9/2026 Sapient Capital LLC4,278$213K0.0%-35.9%0.003%
7/9/2026 Focus Financial Network Inc.6,255$311K0.0%-3.2%0.005%
7/9/2026 IFC & Insurance Marketing Inc.40,133$2.00M1.8%+6.9%0.031%
7/9/2026 Adamsbrown Wealth Consultants LLC258,802$12.88M2.4%+2.5%0.203%
7/9/2026 TL Private Wealth351,110$17.41M6.4%+4.2%0.275%
7/8/2026 MRA Advisory Group148,202$7.38M2.7%+1.8%0.116%
7/8/2026 Atwood & Palmer Inc.27,025$1.35M0.1%-8.9%0.021%
7/7/2026 Balefire LLC29,715$1.48M0.2%-16.1%0.023%
7/7/2026 Dynamic Advisor Solutions LLC17,105$851K0.0%+130.5%0.013%
7/7/2026 Inspirion Wealth Advisors LLC420,465$20.89M2.4%+6.3%0.329%
7/7/2026 Avior Wealth Management LLC95,005$4.73M0.1%-23.8%0.074%
7/7/2026 Grove Bank & Trust219,414$10.92M1.1%+5.3%0.172%
7/7/2026 CoreCap Advisors LLC65,450$3.26M0.1%+3.7%0.051%
7/6/2026 Private Client Services LLC5,728$285K0.1%-7.0%0.004%
7/6/2026 Trilogy Capital Inc.574,767$28.61M1.1%+3.0%0.450%
7/1/2026 Noble Wealth Management PBC2,273$113K0.1%N/A0.002%
6/25/2026 Hamilton Wealth LLC13,701$682K0.1%-8.6%0.011%
6/22/2026 Sapient Capital LLC6,679$333K0.0%N/A0.005%
6/8/2026 Pine Valley Investments Ltd Liability Co53,279$2.65M0.1%+12.7%0.043%
6/3/2026NewEdge Advisors LLC389,763$19.41M0.1%+21.4%0.316%
5/21/2026 Raab & Moskowitz Asset Management LLC26,364$1.31M0.3%+1.9%0.021%
5/19/2026Western Wealth Management LLC72,629$3.62M0.1%+612.5%0.059%
5/19/2026NewEdge Advisors LLC165,028$8.22M0.2%-48.6%0.134%
5/19/2026Bank of America Corp DE2,001,550$99.70M0.0%+11.9%1.625%
5/19/2026 Hamilton Wealth LLC13,701$682K0.0%-8.6%0.011%
5/19/2026Centaurus Financial Inc.20,581$1.03M0.0%+211.5%0.017%
5/19/2026 Arkadios Wealth Advisors19,370$965K0.0%+19.8%0.016%
5/19/2026Claris Financial LLC74,544$3.71M2.0%+7.4%0.061%
5/18/2026 EverSource Wealth Advisors LLC88,281$4.40M0.1%N/A0.072%
5/18/2026Talon Private Wealth LLC4,280$213K0.0%N/A0.003%
5/18/2026Royal Bank of Canada3,242,866$161.53M0.0%+13.0%2.632%
5/16/2026 IMG Wealth Management Inc.32,586$1.62M1.0%+58,089.3%0.026%
5/15/2026 Gateway Wealth Partners LLC152,991$7.62M0.3%+83.2%0.124%
5/15/2026Wealth Watch Advisors INC18,139$904K0.4%+5.7%0.015%
5/15/2026 Cypress Capital Group5,305$264K0.0%-72.1%0.004%
5/15/2026Vivaldi Capital Management LP120,305$5.99M0.8%+8.3%0.098%
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5/14/2026 American Financial Advisors LLC343,764$17.12M2.3%-0.3%0.279%
5/13/2026Cetera Investment Advisers2,551,727$127.10M0.1%+7.2%2.071%
5/13/2026 Clearwater Capital Advisors LLC909,130$45.28M3.7%+6.6%0.738%
5/13/2026 NewEdge Wealth LLC38,847$1.94M0.0%-14.0%0.032%
5/13/2026First Trust Advisors LP1,520,880$75.76M0.1%+15.1%1.234%
5/8/2026 PNC Financial Services Group Inc.3,950$197K0.0%+11.2%0.003%
5/8/2026CMC Financial Group12,706$633K1.2%N/A0.010%
5/8/2026 Wilkerson Advisory Group LLC95,029$4.73M1.6%+3.5%0.077%
5/7/2026 Commonwealth Financial Services LLC294,031$14.65M2.3%+7,161.8%0.239%
5/7/2026 Balefire LLC35,408$1.76M0.3%+3.7%0.029%
5/7/2026 Parallel Advisors LLC2,868$143K0.0%-53.9%0.002%
5/6/2026 IMA Advisory Services Inc.142,243$7.09M0.7%+2.3%0.115%
5/6/2026Clifford Swan Investment Counsel LLC291,821$14.54M0.5%-3.7%0.237%
5/6/2026Heartland Bank & Trust Co113,616$5.66M1.3%N/A0.092%
5/6/2026 Assetmark Inc.657,287$32.74M0.1%+7.7%0.534%
5/6/2026 Independent Financial Group LLC48,077$2.40M0.1%N/A0.039%
5/6/2026Prosperity Consulting Group LLC23,687$1.18M0.1%-4.0%0.019%
5/6/2026Helium Advisors LLC20,861$1.04M1.0%+1.0%0.017%
5/5/2026 D.A. Davidson & CO.177,725$8.85M0.1%+28.7%0.144%
5/5/2026 Bank of New York Mellon Corp22,206$1.11M0.0%+27.7%0.018%
5/5/2026 Geneos Wealth Management Inc.234,206$11.67M0.3%+18.2%0.190%
5/5/2026Sanctuary Advisors LLC47,689$2.38M0.0%+0.7%0.039%
5/5/2026 BlueChip Wealth Advisors LLC6,084$303K0.1%-15.4%0.005%
5/5/2026 Sigma Planning Corp71,458$3.56M0.1%+5.0%0.058%
5/4/2026 Milestones Private Investment Advisors LLC7,068$352K0.3%+9.4%0.006%
5/4/2026 Center for Financial Planning Inc.66,511$3.31M0.3%+0.8%0.054%
5/4/2026 HBW Advisory Services LLC7,218$360K0.0%-45.3%0.006%
5/4/2026 Chicago Partners Investment Group LLC26,068$1.30M0.0%-5.4%0.021%
5/4/2026 Team Financial Group LLC30,385$1.51M0.7%+24.0%0.025%
5/4/2026 Moment Partners LLC4,147$207K0.0%N/A0.003%
5/2/2026 International Assets Investment Management LLC14,120$704K0.0%+7.2%0.011%
5/1/2026 Fifth Third Bancorp196,111$9.77M0.0%N/A0.159%
5/1/2026 Sovran Advisors LLC122,572$6.11M0.5%+17.8%0.099%
5/1/2026 Darwin Wealth Management LLC186,130$9.27M2.9%+6.7%0.151%
5/1/2026 Simplicity Wealth LLC20,043$998K0.1%+36.4%0.016%
5/1/2026 Petix & Botte Co213,509$10.64M2.4%-5.5%0.173%
4/30/2026 Kestra Advisory Services LLC260,475$12.97M0.0%-4.0%0.211%
4/30/2026 Weitzel Financial Services Inc.263,945$13.04M4.7%+5.5%0.214%
4/30/2026 Stenger Family Office LLC53,103$2.65M0.5%N/A0.043%
4/29/2026 Marino Stram & Associates LLC51,512$2.57M0.5%+4.2%0.042%
4/29/2026Integrated Advisors Network LLC10,454$521K0.0%+23.2%0.009%
4/28/2026 Whittier Trust Co. of Nevada Inc.702$35K0.0%N/A0.001%
4/28/2026 Ascentis Independent Advisors38,759$1.93M0.1%+80.0%0.032%
4/28/2026 Stephens Inc. AR162,743$8.11M0.1%-54.6%0.132%
4/28/2026 Berger Financial Group Inc1,127,689$56.17M3.1%+6.9%0.918%
4/28/2026 Walkner Condon Financial Advisors LLC434,819$21.66M2.9%+3.3%0.354%
4/28/2026 NBT Bank N A NY7,243$361K0.0%+14,386.0%0.006%
4/28/2026 Koshinski Asset Management Inc.4,515$225K0.0%-10.2%0.004%
4/28/2026 Beacon Financial Advisory LLC36,264$1.81M0.4%-44.2%0.030%
4/27/2026 Private Advisor Group LLC584,447$29.11M0.1%+7.2%0.476%
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4/27/2026Elevation Point Wealth Partners LLC187,009$9.32M0.2%-44.4%0.152%
4/27/2026 Sound Income Strategies LLC4,767$238K0.0%-5.3%0.004%
4/25/2026 Patten Group Inc.39,293$1.96M0.3%+3.0%0.032%
4/25/2026 Smithbridge Asset Management Inc. DE5,616$280K0.0%-55.8%0.005%
4/24/2026 Bellevue Asset Management LLC193,738$9.65M4.8%+1.3%0.158%
4/24/2026 True Blue Financial LLC30,141$1.50M1.2%+1.2%0.025%
4/24/2026 Argent Advisors Inc.14,918$743K0.2%+2.6%0.012%
4/24/2026Tcfg Wealth Management LLC22,852$1.14M0.4%-2.8%0.019%
4/24/2026 Columbia Advisory Partners LLC12,295$612K0.4%-14.0%0.010%
4/24/2026 Prism Advisors Inc.311,459$15.51M4.1%+2.0%0.253%


LMBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 501 institutional investors and hedge funds held shares of First Trust Low Duration Opportunities ETF. The most heavily invested institutionals were Morgan Stanley ($707.39M), LPL Financial LLC ($575.44M), Wells Fargo & Company MN ($276.05M), UBS Group AG ($230.54M), Raymond James Financial Inc. ($203.30M), Royal Bank of Canada ($161.53M), and Cetera Investment Advisers ($127.10M).Learn more on First Trust Low Duration Opportunities ETF's institutional investors.

Of the 431 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. ($4.07M), LPL Financial LLC ($1.64M), Cetera Investment Advisers ($1.18M), HighTower Advisors LLC ($1.12M), Jane Street Group LLC ($714.62K), Bank of America Corp DE ($707.84K), and Royal Bank of Canada ($622.56K).

Institutional investors have bought a total of 16,097,283 shares in the last 24 months. This purchase volume represents approximately $802.46M in transactions.

Of the 197 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: Northwestern Mutual Wealth Management Co. ($824.85K), UBS Group AG ($352.33K), Elevation Point Wealth Partners LLC ($262.40K), Osaic Holdings Inc. ($199.77K), Stephens Inc. AR ($195.85K), NewEdge Advisors LLC ($159.78K), and Steward Partners Investment Advisory LLC ($156.80K).

Institutional investors have sold a total of 5,060,082 shares in the last 24 months. This volume of shares sold represents approximately $252.46M in transactions.


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Institutional ownership data for NASDAQ:LMBS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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