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First Trust Low Duration Opportunities ETF (LMBS) Institutional Ownership

First Trust Low Duration Opportunities ETF logo
$49.12 -0.07 (-0.13%)
Closing price 03:59 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)
306
Total
Institutional Inflows
(last 12 months)
$1.01B
Number of
Institutional Sellers
(last 12 months)
230
Total
Institutional Outflows
(last 12 months)
$322.19M
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LMBS Institutional Buying and Selling by Quarter

First Trust Low Duration Opportunities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/15/2025Traction Financial Partners LLC40,555$2.00M1.4%+18.3%0.039%
7/15/2025EWG Elevate Inc.203,702$10.03M3.1%-0.2%0.196%
7/15/2025James J. Burns & Company LLC88,080$4.34M0.7%-0.7%0.085%
7/15/2025Hidden Cove Wealth Management LLC16,122$794K0.6%N/A0.016%
7/14/2025AdvisorNet Financial Inc5,792$285K0.0%+32.3%0.006%
7/14/2025Chris Bulman Inc18,407$907K0.5%+4.8%0.018%
7/14/2025Financial Enhancement Group LLC369,039$18.14M2.6%-25.8%0.355%
7/14/2025Capital CS Group LLC9,044$446K0.7%-4.9%0.009%
7/14/2025Iams Wealth Management LLC36,861$1.82M0.8%-26.2%0.035%
7/14/2025U.S. Capital Wealth Advisors LLC58,923$2.90M0.1%-13.4%0.057%
7/14/2025Park Avenue Securities LLC42,202$2.08M0.0%+2.2%0.041%
7/14/2025Sowell Financial Services LLC42,269$2.08M0.1%+598.2%0.041%
7/11/2025 Farther Finance Advisors LLC5,102$251K0.0%-74.3%0.005%
7/11/2025 Kaydan Wealth Management Inc.4,351$214K0.1%N/A0.004%
7/11/2025 Grove Bank & Trust156,777$7.72M1.0%+2.4%0.151%
7/10/2025 Redhawk Wealth Advisors Inc.175,600$8.65M1.1%N/A0.169%
7/10/2025 Bigelow Investment Advisors LLC48,354$2.38M1.0%+6.6%0.047%
7/10/2025 Wealth Enhancement Advisory Services LLC32,976$1.62M0.0%-13.4%0.032%
7/10/2025 American Financial Advisors LLC341,217$16.81M2.3%-0.7%0.329%
7/10/2025 Secure Asset Management LLC194,782$9.60M1.8%-4.1%0.188%
7/10/2025 Signal Advisors Wealth LLC5,657$279K0.0%+23.4%0.005%
7/10/2025 Focus Financial Network Inc.7,395$364K0.0%-27.9%0.007%
7/10/2025 Sovran Advisors LLC6,887$338K0.0%-52.0%0.007%
7/9/2025 Towerpoint Wealth LLC17,580$866K0.4%+2.0%0.017%
7/9/2025 Aaron Wealth Advisors LLC357,186$17.60M1.8%+1.4%0.344%
7/9/2025 Keystone Wealth Services LLC72,344$3.56M0.9%+0.8%0.070%
7/9/2025 Divergent Planning LLC16,475$812K0.3%N/A0.016%
7/9/2025 Balefire LLC24,758$1.22M0.3%N/A0.024%
7/9/2025 Inspirion Wealth Advisors LLC422,450$20.81M2.8%+2.5%0.407%
7/9/2025 Searcy Financial Services Inc. ADV395,350$19.48M7.9%+1.3%0.381%
7/9/2025 Triumph Capital Management115,777$5.70M1.7%+3.6%0.112%
7/8/2025 Braun Bostich & Associates Inc.71,134$3.50M2.4%-1.1%0.069%
7/8/2025 Adamsbrown Wealth Consultants LLC111,893$5.51M1.6%+13.5%0.108%
7/8/2025 Atwood & Palmer Inc.23,710$1.17M0.1%-92.4%0.023%
7/8/2025 Prism Advisors Inc.263,224$12.97M3.7%-7.6%0.254%
7/8/2025 MRA Advisory Group199,464$9.83M4.6%-5.6%0.192%
7/8/2025 RMR Wealth Builders10,551$520K0.0%N/A0.010%
7/8/2025 Goldstone Financial Group LLC8,569$422K0.1%+54.8%0.008%
7/8/2025 First International Bank & Trust210,826$10.39M3.6%-5.6%0.203%
7/8/2025 TL Private Wealth298,480$14.64M6.1%-1.3%0.288%
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7/8/2025 Parallel Advisors LLC4,323$213K0.0%+15.9%0.004%
7/7/2025 Wesbanco Bank Inc.93,437$4.60M0.1%N/A0.090%
7/7/2025 Vishria Bird Financial Group LLC15,137$746K0.2%-7.0%0.015%
7/7/2025 Dominguez Wealth Management Solutions Inc.64,272$3.17M2.2%+1.6%0.062%
7/3/2025 TrueWealth Advisors LLC5,302$261K0.1%N/A0.005%
7/1/2025 Private Client Services LLC6,386$315K0.1%-10.4%0.006%
6/2/2025Integrity Wealth Advisors Inc.16,396$806K0.6%-7.6%0.016%
5/22/2025Mattson Financial Services LLC1,011$50K0.0%-98.7%0.001%
5/21/2025Geneos Wealth Management Inc.127,647$6.28M0.2%+1.7%0.127%
5/20/2025Belpointe Asset Management LLC49,750$2.45M0.1%+236.9%0.049%
5/20/2025Focus Partners Wealth181,873$8.94M0.0%-1.2%0.180%
5/20/2025Flaharty Asset Management LLC14,750$725K0.1%-2.5%0.015%
5/16/2025Faithward Advisors LLC26,184$1.29M0.2%-4.1%0.026%
5/16/2025Coppell Advisory Solutions LLC42,073$2.07M0.2%+32.7%0.042%
5/16/2025Signature Estate & Investment Advisors LLC4,613$227K0.0%N/A0.005%
5/16/2025Ashton Thomas Private Wealth LLC120,799$5.94M0.2%+13.4%0.120%
5/16/2025Raab & Moskowitz Asset Management LLC11,058$544K0.1%+5.5%0.011%
5/16/2025National Wealth Management Group LLC9,343$459K0.3%N/A0.009%
5/16/2025NewEdge Advisors LLC289,409$14.23M0.1%+7.8%0.287%
5/16/2025Integrated Wealth Concepts LLC311,174$15.30M0.2%+15.3%0.309%
5/15/2025Capital Investment Counsel LLC6,710$330K0.1%-18.4%0.007%
5/15/2025Royal Bank of Canada2,610,301$128.32M0.0%-4.7%2.588%
5/15/2025Betterment LLC5,993$295K0.0%+17.9%0.006%
5/15/2025MAI Capital Management72,790$3.58M0.0%+6.8%0.072%
5/15/2025Baird Financial Group Inc.497,094$24.44M0.0%-2.9%0.493%
5/15/2025TD Capital Management LLC312,333$15.35M1.6%-0.2%0.310%
5/14/2025Valley Financial Group Inc.12,537$616K0.4%+6.0%0.012%
5/14/2025CreativeOne Wealth LLC11,205$551K0.0%N/A0.011%
5/14/2025Per Stirling Capital Management LLC.79,567$3.91M0.6%+4.3%0.079%
5/14/2025Comerica Bank193,195$9.50M0.0%+13.6%0.192%
5/14/2025Northwestern Mutual Wealth Management Co.796,139$39.14M0.0%+13.3%0.789%
5/14/2025Kestra Advisory Services LLC235,597$11.58M0.1%+23.1%0.234%
5/14/2025Summit Financial LLC171,090$8.41M0.2%+528.0%0.170%
5/14/2025TFB Advisors LLC17,801$875K0.3%+14.3%0.018%
5/14/2025Petix & Botte Co295,219$14.51M3.8%-14.8%0.293%
5/13/2025Moment Partners LLC5,096$251K0.0%-8.4%0.005%
5/13/2025Steward Partners Investment Advisory LLC169,387$8.33M0.1%+46.2%0.168%
5/13/2025Raymond James Financial Inc.3,410,262$167.65M0.1%+11.2%3.382%
5/13/2025Nations Financial Group Inc. IA ADV27,040$1.33M0.1%-12.3%0.027%
5/13/2025Vestmark Advisory Solutions Inc.178,022$8.75M0.2%+5.5%0.177%
5/13/2025Heck Capital Advisors LLC435,570$21.41M2.4%+0.1%0.432%
5/13/2025Rathbones Group PLC4,254$209K0.0%N/A0.004%
5/13/2025Anfield Capital Management LLC79,776$3.92M1.4%+22.0%0.079%
5/13/2025HighTower Advisors LLC706,227$34.72M0.0%+92.9%0.700%
5/13/2025Elevation Capital Advisory LLC8,979$441K0.2%N/A0.009%
5/13/2025Core Wealth Partners LLC18,778$923K0.5%-27.1%0.019%
5/12/2025Cypress Capital Group32,255$1.59M0.2%+51.1%0.032%
5/12/2025Meridian Wealth Management LLC7,430$365K0.0%-54.3%0.007%
5/12/2025Maia Wealth LLC42,325$2.07M0.5%+12.6%0.042%
5/12/2025Independent Advisor Alliance123,318$6.06M0.2%-66.3%0.122%
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5/12/2025SouthState Corp1,678$82K0.0%N/A0.002%
5/12/2025Berger Financial Group Inc970,373$47.70M3.3%+10.1%0.962%
5/12/2025Manhattan West Asset Management LLC107,889$5.30M1.4%+15.0%0.107%
5/12/2025Benjamin Edwards Inc.89,768$4.41M0.1%+13.5%0.089%
5/12/2025Condor Capital Management50,740$2.49M0.2%-84.4%0.050%
5/12/2025Arcadia Wealth Management Inc.34,211$1.68M1.3%+6.5%0.034%
5/9/2025Chicago Partners Investment Group LLC28,804$1.41M0.0%-4.9%0.029%
5/9/2025Commonwealth Financial Services LLC143,657$7.06M1.4%+4.6%0.142%
5/9/2025Endowment Wealth Management Inc.48,296$2.37M1.5%+19.2%0.048%
5/9/2025Atria Wealth Solutions Inc.113,372$5.57M0.1%-6.4%0.112%
(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, 489 institutional investors and hedge funds held shares of First Trust Low Duration Opportunities ETF. The most heavily invested institutionals were Morgan Stanley ($585.19M), LPL Financial LLC ($454.72M), Wells Fargo & Company MN ($236.21M), UBS Group AG ($169.04M), Raymond James Financial Inc. ($167.65M), Royal Bank of Canada ($128.32M), and Raymond James Financial Services Advisors Inc. ($96.66M).Learn more on First Trust Low Duration Opportunities ETF's institutional investors.

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

Of the 385 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. ($3.41M), LPL Financial LLC ($2.78M), Global Assets Advisory LLC ($1.34M), Cetera Investment Advisers ($1.31M), International Assets Investment Management LLC ($1.30M), Financial Enhancement Group LLC ($685.46K), and Bank of Montreal Can ($565.00K).

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

Institutional investors have bought a total of 20,595,941 shares in the last 24 months. This purchase volume represents approximately $1.01B in transactions.

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

Of the 230 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: Gradient Investments LLC ($721.07K), Financial Enhancement Group LLC ($318.35K), Atwood & Palmer Inc. ($286.44K), ERn Financial LLC ($284.42K), Condor Capital Management ($274.27K), Stifel Financial Corp ($266.42K), and Independent Advisor Alliance ($242.14K).

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

Institutional investors have sold a total of 6,596,683 shares in the last 24 months. This volume of shares sold represents approximately $322.19M in transactions.



This page (NASDAQ:LMBS) was last updated on 7/15/2025 by MarketBeat.com Staff
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