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First Trust Low Duration Opportunities ETF (LMBS) Institutional Ownership

First Trust Low Duration Opportunities ETF logo
$49.43 -0.04 (-0.08%)
As of 09/1/2026 04:00 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)
$774.25M
Number of
Institutional Sellers
(last 12 months)
191
Total
Institutional Outflows
(last 12 months)
$254.52M
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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
8/28/2026 Cornerstone Financial Management LLC80,173$3.99M3.2%-1.4%0.062%
8/25/2026 Kirkwood Financial Services127,287$6.34M1.8%N/A0.099%
8/24/2026 Carlson Financial Inc.32,821$1.63M0.8%-1.6%0.026%
8/23/2026 Ameritas Advisory Services LLC165,085$8.22M0.2%+58.5%0.128%
8/23/2026 Kintra Wealth LLC21,758$1.08M0.1%N/A0.017%
8/23/2026 PCG Wealth Advisors LLC5,981$298K0.1%N/A0.005%
8/23/2026 Endeavor Private Wealth Inc.47,338$2.36M0.6%+9.0%0.037%
8/23/2026 Insight Inv LLC62,900$3.13M1.5%+20.7%0.049%
8/23/2026 Northeast Planning Associates INC. NH53,042$2.47M1.8%-22.7%0.041%
8/23/2026 Asset Allocation Strategies LLC4,088$204K0.0%N/A0.003%
8/22/2026 Compass Financial Management LLC88,335$4.40M0.5%N/A0.069%
8/22/2026 NI Acquisitions Company LLC1,337$67K0.0%N/A0.001%
8/22/2026 Highland Investment Advisors LLC3,499$174K0.1%N/A0.003%
8/22/2026 BAM Wealth Management LLC19,166$954K0.6%+37.2%0.015%
8/22/2026 SMART Wealth LLC48,850$2.43M0.5%+111.7%0.038%
8/22/2026 Sapient Capital LLC4,278$213K0.0%-35.9%0.003%
8/22/2026 Concurrent Investment Advisors LLC1,315,350$65.48M0.6%-7.7%1.024%
8/21/2026 Fairway Financial LLC145,852$7.26M5.0%+2.6%0.114%
8/21/2026 Continuum Advisory LLC70,890$3.53M0.3%-3.0%0.055%
8/21/2026 Weitzel Financial Services Inc.267,156$13.29M4.3%+1.2%0.208%
8/21/2026 Coppell Advisory Solutions LLC98,408$49K0.0%N/A0.077%
8/21/2026 Beacon Financial Advisory LLC35,798$1.78M0.4%-1.3%0.028%
8/21/2026 Secure Asset Management LLC296,908$14.78M2.1%+6.8%0.231%
8/21/2026 Acorn Wealth Advisors LLC30,548$1.52M0.3%+7.2%0.024%
8/21/2026 Triumph Capital Management135,124$6.73M1.2%-3.7%0.105%
8/20/2026 Clifford Swan Investment Counsel LLC303,619$15.11M0.5%+4.0%0.236%
8/20/2026 Rehmann Capital Advisory Group8,885$442K0.0%-23.5%0.007%
8/12/2026 Compass Financial Management LLC88,335$4.40M0.5%N/A0.069%
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%
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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%
6/3/2026 NewEdge 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%
5/19/2026 Western Wealth Management LLC72,629$3.62M0.1%+612.5%0.059%
5/19/2026 NewEdge Advisors LLC165,028$8.22M0.2%-48.6%0.134%
5/19/2026 Bank 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%
5/19/2026 Centaurus 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%
5/18/2026 Royal 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%
5/15/2026 Wealth Watch Advisors INC18,139$904K0.4%+5.7%0.015%
5/15/2026 Cypress Capital Group5,305$264K0.0%-72.1%0.004%
5/15/2026 Vivaldi Capital Management LP120,305$5.99M0.8%+8.3%0.098%
5/14/2026 American Financial Advisors LLC343,764$17.12M2.3%-0.3%0.279%
5/13/2026 Cetera 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%
5/13/2026 First 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%
5/8/2026 CMC 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%
5/6/2026 Clifford Swan Investment Counsel LLC291,821$14.54M0.5%-3.7%0.237%
5/6/2026 Heartland 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%
5/6/2026 Prosperity Consulting Group LLC23,687$1.18M0.1%-4.0%0.019%
5/6/2026 Helium 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%
5/5/2026 Sanctuary Advisors LLC47,689$2.38M0.0%+0.7%0.039%
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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%


LMBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 505 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 433 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), HighTower Advisors LLC ($1.12M), Cetera Investment Advisers ($1.04M), 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 15,518,489 shares in the last 24 months. This purchase volume represents approximately $774.25M in transactions.

Of the 191 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 5,100,387 shares in the last 24 months. This volume of shares sold represents approximately $254.52M in transactions.


Related Companies

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 8/28/2026. New 13F filings are added each quarter as they're published.
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