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First Trust Low Duration Opportunities ETF (LMBS) Institutional Ownership

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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)
221
Total
Institutional Inflows
(last 12 months)
$796.32M
Number of
Institutional Sellers
(last 12 months)
260
Total
Institutional Outflows
(last 12 months)
$717.94M
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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
4/25/2024Peterson Financial Group Inc.5,107$246K0.1%-5.5%0.006%
4/25/2024Cambridge Investment Research Advisors Inc.462,101$22.30M0.1%+19.2%0.555%
4/24/2024Private Trust Co. NA23,224$1.12M0.1%-3.5%0.028%
4/24/2024NBT Bank N A NY8,809$425K0.0%-8.0%0.011%
4/23/2024 Lunt Capital Management Inc.116,702$5.63M2.8%+4.7%0.140%
4/23/2024 James J. Burns & Company LLC44,186$2.13M0.7%-42.6%0.053%
4/23/2024 Global Retirement Partners LLC15,789$762K0.0%-27.6%0.019%
4/23/2024 Cornell Pochily Investment Advisors Inc.38,370$1.85M0.7%-1.2%0.046%
4/23/2024 Sweet Financial Partners LLC226,722$10.94M2.5%N/A0.272%
4/23/2024 TrueWealth Advisors LLC6,146$297K0.1%-26.5%0.007%
4/23/2024 Strategic Blueprint LLC13,012$628K0.0%-4.4%0.016%
4/23/2024 TAP Consulting LLC252,099$12.16M2.7%-9.3%0.303%
4/23/2024 Wealth Effects LLC21,432$1.03M0.4%-14.9%0.026%
4/23/2024 Raymond James Financial Services Advisors Inc.2,000,720$96.54M0.1%-4.1%2.403%
4/22/2024 American Financial Advisors LLC536,879$25.90M3.6%+0.2%0.645%
4/22/2024 Nilsine Partners LLC6,215$300K0.0%-95.1%0.007%
4/22/2024 Centennial Wealth Advisory LLC48,410$2.34M1.1%+20.9%0.058%
4/22/2024 Raymond James & Associates753,726$36.37M0.0%-5.5%0.905%
4/22/2024 Edge Financial Advisors LLC12,259$591K0.5%N/A0.015%
4/19/2024 Core Wealth Partners LLC8,307$401K0.3%+67.5%0.010%
4/19/2024 Mainsail Financial Group LLC53,604$2.59M1.8%-20.4%0.064%
4/19/2024 TCP Asset Management LLC127,951$6.17M1.6%+31.7%0.154%
4/18/2024 Iams Wealth Management LLC74,981$3.60M2.2%+7.5%0.090%
4/18/2024 FARMERS & MERCHANTS TRUST Co OF LONG BEACH10,982$530K0.1%N/A0.013%
4/18/2024 AlphaMark Advisors LLC5,792$279K0.1%-8.4%0.007%
4/18/2024 Dominguez Wealth Management Solutions Inc.65,471$3.16M2.5%+3.4%0.079%
4/18/2024 Miracle Mile Advisors LLC189,058$9.12M0.2%+16.3%0.227%
4/17/2024 Trilogy Capital Inc.471,010$22.73M1.3%+2,194.1%0.566%
4/16/2024 Searcy Financial Services Inc. ADV379,817$18.33M9.3%-6.2%0.456%
4/16/2024 Pinnacle Bancorp Inc.2,685$130K0.0%+46.8%0.003%
4/16/2024 RiverTree Advisors LLC232,924$11.24M7.5%-1.1%0.280%
4/16/2024 Wealth Enhancement Advisory Services LLC23,692$1.14M0.0%-10.2%0.028%
4/16/2024 ERn Financial LLC290,236$14.00M2.4%+5.7%0.349%
4/16/2024 PFS Partners LLC167,219$8.07M5.3%+9.6%0.201%
4/15/2024 Wealthcare Advisory Partners LLC39,430$1.90M0.1%-1.6%0.047%
4/15/2024 Key Client Fiduciary Advisors LLC7,575$365K0.2%N/A0.009%
4/15/2024 Sovereign Financial Group Inc.4,590$221K0.1%-4.8%0.006%
4/15/2024 Brookstone Capital Management21,887$1.06M0.0%-16.5%0.026%
4/15/2024 Elevated Capital Advisors LLC48,240$2.33M0.7%+3.5%0.058%
4/15/2024 Financial Enhancement Group LLC232,820$11.13M1.8%-59.0%0.280%
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4/15/2024 Columbia Advisory Partners LLC18,654$900K0.9%N/A0.022%
4/13/2024 Inspirion Wealth Advisors LLC272,811$13.16M2.2%-30.8%0.328%
4/13/2024 Quad Cities Investment Group LLC6,971$336K0.2%N/A0.008%
4/12/2024 Keystone Wealth Services LLC60,672$2.93M1.0%+8.9%0.073%
4/12/2024 Global Assets Advisory LLC1,290,892$62.29M0.2%+4,688.2%1.551%
4/12/2024 Lloyd Advisory Services LLC.20,273$978K0.2%N/A0.024%
4/11/2024 City Holding Co.40,070$1.93M0.3%-1.8%0.048%
4/11/2024 Security Financial Services INC.12,841$620K0.1%+10.2%0.015%
4/11/2024 International Assets Investment Management LLC22,617$1.09M0.0%-13.1%0.027%
4/11/2024 &PARTNERS8,266$399K0.1%N/A0.010%
4/11/2024 Clarus Wealth Advisors9,378$448K0.3%+8.2%0.011%
4/11/2024 SignalPoint Asset Management LLC43,347$2.09M0.6%-21.6%0.052%
4/11/2024 RFG Advisory LLC15,412$744K0.0%-38.5%0.019%
4/11/2024 Capital CS Group LLC8,035$388K0.4%-16.0%0.010%
4/11/2024 Midwest Financial Group LLC88,223$4.26M2.9%-0.8%0.106%
4/10/2024 LexAurum Advisors LLC138,883$6.70M1.7%-1.6%0.167%
4/10/2024 Atwood & Palmer Inc.175,740$8.48M0.6%+2,025.0%0.211%
4/10/2024 Park Avenue Securities LLC46,420$2.24M0.0%-23.0%0.056%
4/10/2024 KMG Fiduciary Partners LLC31,478$1.52M0.2%+48.6%0.038%
4/10/2024 Weitzel Financial Services Inc.256,075$12.30M6.2%-3.0%0.308%
4/10/2024 TL Private Wealth304,795$14.64M7.2%-1.7%0.367%
4/10/2024 Legacy Private Trust Co.11,647$562K0.0%-70.2%0.014%
4/10/2024 Signal Advisors Wealth LLC11,265$544K0.1%+101.8%0.014%
4/10/2024 EWG Elevate Inc.209,050$10.09M3.8%+5.2%0.252%
4/9/2024 Destiny Wealth Partners LLC49,631$2.40M0.4%-2.9%0.060%
4/5/2024 Capital Market Strategies LLC12,395$598K0.5%-35.5%0.015%
4/5/2024 Prism Advisors Inc.251,667$12.14M3.6%+17.9%0.306%
3/15/2024BlueChip Wealth Advisors LLC41,668$2.01M1.4%N/A0.051%
3/15/2024B. Riley Wealth Advisors Inc.18,221$880K0.0%-19.0%0.022%
3/8/2024ICA Group Wealth Management LLC10,912$527K0.1%-5.1%0.013%
2/26/2024Integrated Advisors Network LLC28,114$1.36M0.1%-13.6%0.034%
2/23/2024Chicago Partners Investment Group LLC34,319$1.65M0.1%-13.2%0.042%
2/23/2024Beacon Financial Group40,437$1.95M0.2%-9.0%0.049%
2/22/2024Scarborough Advisors LLC1,330$64K0.0%N/A0.002%
2/21/2024Raleigh Capital Management Inc.2,483$120K0.1%-15.3%0.003%
2/16/2024Harbour Investments Inc.195,941$9.47M0.4%+19.5%0.238%
2/15/2024Financial Planning & Information Services Inc.271,201$13.10M2.1%-1.0%0.329%
2/15/2024Freedom Investment Management Inc.86,732$4.19M0.3%+1,449.9%0.105%
2/15/2024BlueCrest Capital Management Ltd30,659$1.48M0.1%+11.8%0.037%
2/14/2024Vivaldi Capital Management LP60,035$2.88M0.9%-29.4%0.073%
2/14/2024Northwest Wealth Management LLC7,218$349K0.1%-6.7%0.009%
2/14/2024Visionary Wealth Advisors106,994$5.17M0.4%-0.4%0.130%
2/14/2024VitalStone Financial LLC29,437$1.42M1.1%N/A0.036%
2/14/2024Regal Investment Advisors LLC55,275$2.67M0.2%-1.9%0.067%
2/14/2024Connectus Wealth LLC8,776$424K0.0%-93.3%0.011%
2/14/2024Traction Financial Partners LLC31,646$1.53M1.0%N/A0.038%
2/14/2024Waterloo Capital L.P.6,314$305K0.0%-77.9%0.008%
2/14/2024Valley Financial Group Inc.11,743$567K0.4%N/A0.014%
2/13/2024Envestnet Asset Management Inc.1,389,185$67.13M0.0%-6.6%1.687%
2/13/2024Stephens Inc. AR411,375$19.88M0.3%+2.3%0.500%
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2/13/2024Cetera Advisor Networks LLC361,383$17.46M0.1%-29.2%0.439%
2/13/2024Oppenheimer & Co. Inc.79,476$3.84M0.1%-27.5%0.097%
2/13/2024First Trust Advisors LP1,094,917$52.91M0.1%-7.8%1.330%
2/13/2024Steward Partners Investment Solutions LLC10,972$530K0.2%N/A0.013%
2/13/2024 James J. Burns & Company LLC77,037$3.72M0.9%+1.0%0.094%
2/13/2024FinTrust Capital Advisors LLC2,305$111K0.0%-44.0%0.003%
2/12/2024Condor Capital Management232,064$11.21M1.2%-16.0%0.282%
2/12/2024Chiron Capital Management LLC6,757$326K0.3%-28.8%0.008%
2/12/2024Manhattan West Asset Management LLC115,831$5.60M1.6%+8.3%0.141%
2/12/2024Harvest Investment Services LLC19,209$928K0.4%+202.5%0.023%
(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, 482 institutional investors and hedge funds held shares of First Trust Low Duration Opportunities ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($19.82B), Morgan Stanley ($585.19M), LPL Financial LLC ($294.42M), Wells Fargo & Company MN ($212.94M), UBS Group AG ($169.04M), Bank of America Corp DE ($101.43M), and Raymond James Financial Services Advisors Inc. ($96.54M).Learn more on LMBS's institutional investors.

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

Of the 380 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: International Assets Investment Management LLC ($1.50M), LPL Financial LLC ($1.35M), Global Assets Advisory LLC ($1.26M), Raymond James Financial Services Advisors Inc. ($961.21K), UBS Group AG ($858.77K), Private Advisor Group LLC ($800.34K), and Envestnet Asset Management Inc. ($763.92K).

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

Institutional investors have bought a total of 30,207,799 shares in the last 24 months. This purchase volume represents approximately $2.40B in transactions.

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

Of the 357 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: GW Henssler & Associates Ltd. ($1.62M), Raymond James & Associates ($1.54M), Bank of America Corp DE ($1.39M), Raymond James Financial Services Advisors Inc. ($1.22M), Stockman Wealth Management Inc. ($1.18M), Wells Fargo & Company MN ($1.16M), and Morgan Stanley ($1.16M).

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

Institutional investors have sold a total of 30,615,835 shares in the last 24 months. This volume of shares sold represents approximately $2.38B in transactions.


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This page (NASDAQ:LMBS) was last updated on 4/25/2024 by MarketBeat.com Staff

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