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First Trust Low Duration Opportunities ETF (LMBS) Institutional Ownership

First Trust Low Duration Opportunities ETF logo
$49.53 -0.24 (-0.48%)
As of 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)
328
Total
Institutional Inflows
(last 12 months)
$843.92M
Number of
Institutional Sellers
(last 12 months)
225
Total
Institutional Outflows
(last 12 months)
$305.65M
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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%
6/25/2026Hamilton Wealth LLC13,701$682K0.1%-8.6%0.011%
6/22/2026 Sapient 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%
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%
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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%
5/13/2026Clearwater Capital Advisors LLC909,130$45.28M3.7%+6.6%0.738%
5/13/2026NewEdge 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%
5/8/2026PNC Financial Services Group Inc.3,950$197K0.0%+11.2%0.003%
5/8/2026CMC Financial Group12,706$633K1.2%N/A0.010%
5/8/2026Wilkerson 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%
5/7/2026Parallel Advisors LLC2,868$143K0.0%-53.9%0.002%
5/6/2026IMA 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%
5/6/2026Assetmark 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%
5/5/2026D.A. Davidson & CO.177,725$8.85M0.1%+28.7%0.144%
5/5/2026Bank of New York Mellon Corp22,206$1.11M0.0%+27.7%0.018%
5/5/2026Geneos 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%
5/5/2026BlueChip Wealth Advisors LLC6,084$303K0.1%-15.4%0.005%
5/5/2026Sigma Planning Corp71,458$3.56M0.1%+5.0%0.058%
5/4/2026Milestones Private Investment Advisors LLC7,068$352K0.3%+9.4%0.006%
5/4/2026Center 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%
5/4/2026Chicago 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%
5/4/2026Moment Partners LLC4,147$207K0.0%N/A0.003%
5/2/2026International Assets Investment Management LLC14,120$704K0.0%+7.2%0.011%
5/1/2026Fifth Third Bancorp196,111$9.77M0.0%N/A0.159%
5/1/2026Sovran Advisors LLC122,572$6.11M0.5%+17.8%0.099%
5/1/2026Darwin Wealth Management LLC186,130$9.27M2.9%+6.7%0.151%
5/1/2026Simplicity Wealth LLC20,043$998K0.1%+36.4%0.016%
5/1/2026Petix & Botte Co213,509$10.64M2.4%-5.5%0.173%
4/30/2026Kestra 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%
4/29/2026Marino Stram & Associates LLC51,512$2.57M0.5%+4.2%0.042%
4/29/2026Integrated Advisors Network LLC10,454$521K0.0%+23.2%0.009%
4/28/2026Whittier Trust Co. of Nevada Inc.702$35K0.0%N/A0.001%
4/28/2026Ascentis Independent Advisors38,759$1.93M0.1%+80.0%0.032%
4/28/2026Stephens Inc. AR162,743$8.11M0.1%-54.6%0.132%
4/28/2026Berger Financial Group Inc1,127,689$56.17M3.1%+6.9%0.918%
4/28/2026Walkner Condon Financial Advisors LLC434,819$21.66M2.9%+3.3%0.354%
4/28/2026NBT Bank N A NY7,243$361K0.0%+14,386.0%0.006%
4/28/2026Koshinski Asset Management Inc.4,515$225K0.0%-10.2%0.004%
4/28/2026Beacon Financial Advisory LLC36,264$1.81M0.4%-44.2%0.030%
4/27/2026Private 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%
4/25/2026Patten 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%
4/24/2026Bellevue 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%
4/24/2026Argent Advisors Inc.14,918$743K0.2%+2.6%0.012%
4/24/2026Tcfg Wealth Management LLC22,852$1.14M0.4%-2.8%0.019%
4/24/2026Columbia Advisory Partners LLC12,295$612K0.4%-14.0%0.010%
4/24/2026Prism Advisors Inc.311,459$15.51M4.1%+2.0%0.253%


LMBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 510 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 439 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 ($2.19M), Cetera Investment Advisers ($1.18M), HighTower Advisors LLC ($1.12M), Jane Street Group LLC ($714.62K), Bank of America Corp DE ($707.84K), and Commonwealth Equity Services LLC ($655.39K).

Institutional investors have bought a total of 16,938,895 shares in the last 24 months. This purchase volume represents approximately $843.92M in transactions.

Of the 225 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), Stephens Inc. AR ($222.93K), Osaic Holdings Inc. ($199.77K), Steward Partners Investment Advisory LLC ($177.73K), and Kingsview Wealth Management LLC ($165.53K).

Institutional investors have sold a total of 6,139,866 shares in the last 24 months. This volume of shares sold represents approximately $305.65M in transactions.


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This page (NASDAQ:LMBS) was last updated on 7/21/2026 by MarketBeat.com Staff.
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