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First Trust Low Duration Opportunities ETF (LMBS) Institutional Ownership

First Trust Low Duration Opportunities ETF logo
$48.69 +0.04 (+0.08%)
Closing price 03:59 PM Eastern
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$48.69 0.00 (0.00%)
As of 04:15 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)
309
Total
Institutional Inflows
(last 12 months)
$822.33M
Number of
Institutional Sellers
(last 12 months)
188
Total
Institutional Outflows
(last 12 months)
$251.30M
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LMBS Institutional Buying and Selling by Quarter

First Trust Low Duration Opportunities ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026TL Private Wealth348,651$16.96M6.2%-0.7%0.263%
10/13/2026Avior Wealth Management LLC90,717$4.40M0.1%-4.5%0.068%
10/10/2026Prism Advisors Inc.344,206$16.75M4.2%+8.7%0.260%
10/9/2026Sound Income Strategies LLC4,437$216K0.0%-11.6%0.003%
10/9/2026Balefire LLC30,581$1.48M0.2%+2.9%0.023%
10/9/2026Avaii Wealth Management LLC14,967$726K0.2%-2.5%0.011%
10/9/2026Inspirion Wealth Advisors LLC427,270$20.71M2.4%+1.6%0.322%
10/8/2026Grove Bank & Trust232,966$11.29M1.1%+6.2%0.176%
10/8/2026Financial Enhancement Group LLC537,884$26.08M3.1%N/A0.406%
10/8/2026Farther Finance Advisors LLC231,276$11.21M0.1%+24.7%0.174%
10/8/2026CoreCap Advisors LLC79,251$3.84M0.1%+21.1%0.060%
10/8/2026Atwood & Palmer Inc.27,025$1.31M0.1%N/A0.020%
10/8/2026Titleist Asset Management LLC16,747$812K0.1%+130.5%0.013%
10/8/2026Winebrenner Capital Management LLC5,946$288K0.2%-26.1%0.004%
10/7/2026Wealth Enhancement Trust Services Inc.221,950$10.76M1.1%+6.4%0.167%
10/7/2026MRA Advisory Group170,684$8.27M3.0%+15.2%0.129%
10/7/2026Searcy Financial Services Inc. ADV246,067$11.92M4.3%N/A0.186%
10/2/2026 Private Client Services LLC4,926$239K0.1%N/A0.004%
9/23/2026Envestnet Portfolio Solutions Inc.125,279$6.24M0.0%-9.0%0.095%
9/23/2026Envestnet Asset Management Inc.1,019,474$50.75M0.0%+15.5%0.774%
9/11/2026Talon Private Wealth LLC4,898$244K0.0%+14.4%0.004%
9/9/2026Lunt Capital Management Inc.137,684$6.85M2.5%-1.3%0.107%
9/9/2026Integrated Wealth Concepts LLC504,821$25.13M0.1%+12.9%0.393%
9/9/2026RFG Advisory LLC139,646$6.95M0.1%+16.1%0.109%
9/9/2026NewEdge Advisors LLC403,638$20.09M0.1%+3.6%0.314%
9/9/2026IFP Advisors Inc270,349$13.46M0.2%-8.4%0.210%
9/9/2026Baird Financial Group Inc.469,054$23.35M0.0%-8.9%0.365%
9/8/2026Allworth Financial LP1,543$77K0.0%-20.3%0.001%
9/2/2026Kinetic Wealth Investment Advisors LLC9,244$460K0.2%N/A0.007%
9/2/2026Citadel Advisors LLC137,190$6.83M0.0%N/A0.107%
8/28/2026Cornerstone Financial Management LLC80,173$3.99M3.2%-1.4%0.062%
8/25/2026Kirkwood Financial Services127,287$6.34M1.8%N/A0.099%
8/24/2026Carlson Financial Inc.32,821$1.63M0.8%-1.6%0.026%
8/23/2026Ameritas Advisory Services LLC165,085$8.22M0.2%+58.5%0.128%
8/23/2026Kintra Wealth LLC21,758$1.08M0.1%N/A0.017%
8/23/2026PCG Wealth Advisors LLC5,981$298K0.1%N/A0.005%
8/23/2026Endeavor Private Wealth Inc.47,338$2.36M0.6%+9.0%0.037%
8/23/2026Insight Inv LLC62,900$3.13M1.5%+20.7%0.049%
8/23/2026Northeast Planning Associates INC. NH53,042$2.47M1.8%-22.7%0.041%
8/23/2026Asset Allocation Strategies LLC4,088$204K0.0%N/A0.003%
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8/22/2026Compass Financial Management LLC88,335$4.40M0.5%N/A0.069%
8/22/2026NI Acquisitions Company LLC1,337$67K0.0%N/A0.001%
8/22/2026Highland Investment Advisors LLC3,499$174K0.1%N/A0.003%
8/22/2026BAM Wealth Management LLC19,166$954K0.6%+37.2%0.015%
8/22/2026SMART Wealth LLC48,850$2.43M0.5%+111.7%0.038%
8/22/2026Sapient Capital LLC4,278$213K0.0%-35.9%0.003%
8/22/2026Concurrent Investment Advisors LLC1,315,350$65.48M0.6%-7.7%1.024%
8/21/2026Fairway Financial LLC145,852$7.26M5.0%+2.6%0.114%
8/21/2026Continuum Advisory LLC70,890$3.53M0.3%-3.0%0.055%
8/21/2026Weitzel Financial Services Inc.267,156$13.29M4.3%+1.2%0.208%
8/21/2026Coppell Advisory Solutions LLC98,408$49K0.0%N/A0.077%
8/21/2026Beacon Financial Advisory LLC35,798$1.78M0.4%-1.3%0.028%
8/21/2026Secure Asset Management LLC296,908$14.78M2.1%+6.8%0.231%
8/21/2026Acorn Wealth Advisors LLC30,548$1.52M0.3%+7.2%0.024%
8/21/2026Triumph Capital Management135,124$6.73M1.2%-3.7%0.105%
8/20/2026Clifford Swan Investment Counsel LLC303,619$15.11M0.5%+4.0%0.236%
8/20/2026Rehmann Capital Advisory Group8,885$442K0.0%-23.5%0.007%
8/12/2026Compass Financial Management LLC88,335$4.40M0.5%N/A0.069%
7/10/2026Heck Capital Advisors LLC559,940$27.87M1.7%+6.0%0.438%
7/10/2026City Holding Co.57,711$2.87M0.3%+4.1%0.045%
7/10/2026Wealthcare Advisory Partners LLC64,986$3.24M0.1%+7.5%0.051%
7/9/2026Ferguson Shapiro LLC69,264$3.45M1.0%-23.5%0.054%
7/9/2026Sapient Capital LLC4,278$213K0.0%-35.9%0.003%
7/9/2026Focus Financial Network Inc.6,255$311K0.0%-3.2%0.005%
7/9/2026IFC & Insurance Marketing Inc.40,133$2.00M1.8%+6.9%0.031%
7/9/2026Adamsbrown Wealth Consultants LLC258,802$12.88M2.4%+2.5%0.203%
7/9/2026TL Private Wealth351,110$17.41M6.4%+4.2%0.275%
7/8/2026MRA Advisory Group148,202$7.38M2.7%+1.8%0.116%
7/8/2026Atwood & Palmer Inc.27,025$1.35M0.1%-8.9%0.021%
7/7/2026Balefire LLC29,715$1.48M0.2%-16.1%0.023%
7/7/2026Dynamic Advisor Solutions LLC17,105$851K0.0%+130.5%0.013%
7/7/2026Inspirion Wealth Advisors LLC420,465$20.89M2.4%+6.3%0.329%
7/7/2026Avior Wealth Management LLC95,005$4.73M0.1%-23.8%0.074%
7/7/2026Grove Bank & Trust219,414$10.92M1.1%+5.3%0.172%
7/7/2026CoreCap Advisors LLC65,450$3.26M0.1%+3.7%0.051%
7/6/2026 Private Client Services LLC5,728$285K0.1%-7.0%0.004%
7/6/2026Trilogy Capital Inc.574,767$28.61M1.1%+3.0%0.450%
7/1/2026 Noble Wealth Management PBC2,273$113K0.1%N/A0.002%
6/25/2026Hamilton Wealth LLC13,701$682K0.1%-8.6%0.011%
6/22/2026Sapient Capital LLC6,679$333K0.0%N/A0.005%
6/8/2026Pine 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%
5/21/2026Raab & 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%
5/19/2026Hamilton Wealth LLC13,701$682K0.0%-8.6%0.011%
5/19/2026Centaurus Financial Inc.20,581$1.03M0.0%+211.5%0.017%
5/19/2026Arkadios Wealth Advisors19,370$965K0.0%+19.8%0.016%
5/19/2026Claris Financial LLC74,544$3.71M2.0%+7.4%0.061%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

Send me my free guide
5/18/2026EverSource 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%
5/16/2026IMG Wealth Management Inc.32,586$1.62M1.0%+58,089.3%0.026%
5/15/2026Gateway Wealth Partners LLC152,991$7.62M0.3%+83.2%0.124%
5/15/2026Wealth Watch Advisors INC18,139$904K0.4%+5.7%0.015%
5/15/2026Cypress Capital Group5,305$264K0.0%-72.1%0.004%
5/15/2026Vivaldi Capital Management LP120,305$5.99M0.8%+8.3%0.098%
5/14/2026American 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%


LMBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 504 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), Financial Enhancement Group LLC ($989.19K), Jane Street Group LLC ($714.62K), and Bank of America Corp DE ($707.84K).

Institutional investors have bought a total of 16,508,366 shares in the last 24 months. This purchase volume represents approximately $822.33M in transactions.

Of the 188 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 5,036,068 shares in the last 24 months. This volume of shares sold represents approximately $251.30M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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