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NASDAQ:LMBSFirst Trust Low Duration Opportunities ETF Institutional Ownership

$51.77
+0.03 (+0.06 %)
(As of 07/6/2020 04:00 PM ET)
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Today's Range
$51.66
Now: $51.77
$51.79
50-Day Range
$51.62
MA: $51.71
$51.82
52-Week Range
$49.52
Now: $51.77
$52.96
Volume460,000 shs
Average Volume943,406 shs
Market Capitalization$5.65 billion
P/E RatioN/A
Dividend Yield2.35%
BetaN/A

Institutional Ownership

Institutional Ownership Changes (13F Filings) for First Trust Low Duration Opportunities ETF (NASDAQ:LMBS)

 

Institutional Buying and Selling by Quarter


First Trust Low Duration Opportunities ETF (NASDAQ LMBS) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
6/16/2020Royal Bank of Canada1,066,085$54.37M0.0%+18.2%0.994%
6/8/2020Hayden Royal LLC72,082$3.68M2.2%+1.3%0.068%
6/5/2020Telemus Capital LLC12,712$0.66M0.1%-61.7%0.012%
6/3/2020Lloyd Advisory Services LLC.8,523$0.44M0.3%+10.6%0.008%
6/1/2020Waterloo Capital L.P.6,679$0.34M0.2%N/A0.006%
5/21/2020HighTower Advisors LLC113,157$5.78M0.0%+14.9%0.110%
5/20/2020Bay Harbor Wealth Management LLC9,219$0.47M0.3%-3.5%0.009%
5/18/2020Integrated Wealth Concepts LLC18,357$0.94M0.1%+15.4%0.018%
5/18/2020Titus Wealth Management12,280$0.63M0.6%-28.9%0.012%
5/18/2020Townsquare Capital LLC12,159$0.63M0.1%+96.1%0.012%
5/18/2020Advisor Group Holdings Inc.757,259$38.68M0.2%N/A0.741%
5/15/2020Ameritas Investment Company LLC41,981$2.15M0.3%-58.2%0.041%
5/15/2020CAMG Solamere Management LLC45,631$2.33M1.2%N/A0.045%
5/15/2020Jane Street Group LLC394,583$20.12M0.0%-42.9%0.386%
5/15/2020FinTrust Capital Advisors LLC2,620$0.13M0.1%N/A0.003%
5/15/2020Morgan Stanley13,789,134$703.25M0.2%+28.7%13.388%
5/15/2020United Capital Financial Advisers LLC1,282,237$65.39M0.5%+5.0%1.255%
5/15/2020Venturi Wealth Management LLC25,180$1.28M0.2%N/A0.025%
5/15/2020Claro Advisors LLC64,514$3.29M3.1%+55.1%0.063%
5/15/2020HBK Sorce Advisory LLC1,966,811$100.31M9.8%+136.2%1.925%
5/14/2020Wells Fargo & Company MN5,773,078$294.43M0.1%+12.1%5.652%
5/14/2020Capital One Financial Corp15,753$0.80M0.1%N/A0.015%
5/14/2020Stringer Asset Management LLC23,173$1.18M2.0%-16.4%0.023%
5/14/2020Aspire Private Capital LLC22,501$1.15M0.6%+3.6%0.022%
5/14/2020Deutsche Bank AG50,655$2.58M0.0%+1,303.6%0.050%
5/14/2020Baird Financial Group Inc.327,341$16.69M0.1%-5.9%0.320%
5/14/2020M&T Bank Corp16,934$0.86M0.0%N/A0.017%
5/14/2020MML Investors Services LLC221,172$11.28M0.2%+9.0%0.217%
5/14/2020Arkadios Wealth Advisors1,045$53K0.0%-37.7%0.001%
5/14/2020Karp Capital Management Corp86,321$4.40M1.4%+17.0%0.085%
5/14/2020Wintrust Investments LLC114,925$5.86M1.0%+133.1%0.113%
5/13/2020Bellevue Asset Management LLC104,590$5.39M5.6%-3.2%0.102%
5/13/2020Level Four Advisory Services LLC334,822$17.06M2.0%-2.5%0.328%
5/13/2020Richard Bernstein Advisors LLC4,726,123$241.03M8.6%+942.9%4.627%
5/13/2020Proequities Inc.35,467$1.81M0.2%+43.0%0.035%
5/13/2020ARQ Wealth Advisors LLC109,030$5.56M6.3%N/A0.107%
5/13/2020Ascension Capital Advisors Inc.160,321$8.18M8.6%-1.1%0.157%
5/13/2020WT Wealth Management6,220$0.32M0.3%+18.6%0.006%
5/13/2020IHT Wealth Management LLC23,806$1.21M0.2%-2.0%0.023%
5/13/2020M Holdings Securities Inc.26,572$1.36M0.2%+7.7%0.026%
5/13/2020Principle Wealth Partners LLC43,902$2.24M0.8%+298.7%0.043%
5/13/2020US Bancorp DE81,846$4.17M0.0%-0.9%0.080%
5/12/2020Emerald Investment Partners LLC2,013$0.10M0.1%-9.4%0.002%
5/12/2020Private Advisor Group LLC189,275$9.65M0.2%-7.4%0.185%
5/12/2020Eqis Capital Management Inc.47,272$2.46M0.2%-1.9%0.046%
5/12/2020Flagship Harbor Advisors LLC19,171$0.98M0.2%+1,678.4%0.019%
5/12/2020Citigroup Inc.145,373$7.41M0.0%+31.6%0.142%
5/12/2020Sowell Financial Services LLC111,206$5.67M0.4%-1.2%0.109%
5/12/2020Wealthsource Partners LLC88,111$4.49M0.7%-25.2%0.086%
5/12/2020Atlas Private Wealth Management132,081$6.74M6.2%+186.5%0.129%
5/12/2020Sargent Investment Group LLC30,585$1.56M0.7%-20.6%0.030%
5/12/2020JPMorgan Chase & Co.26,128$1.33M0.0%-82.8%0.026%
5/12/2020Sofos Investments Inc.2,117$0.11M0.3%-45.0%0.002%
5/11/2020Commonwealth Equity Services LLC525,930$26.82M0.1%+25.6%0.515%
5/11/2020ERn Financial LLC122,669$6.26M4.1%N/A0.120%
5/11/2020Kingsview Wealth Management LLC29,882$1.52M0.2%-10.9%0.029%
5/11/2020Retirement Income Solutions Inc63,794$3.25M1.8%+2.3%0.062%
5/11/2020Miracle Mile Advisors LLC503,569$25.68M2.8%-7.7%0.493%
5/11/2020IFG Advisory LLC32,987$1.68M0.4%-9.9%0.032%
5/11/2020Blair William & Co. IL982$50K0.0%+292.8%0.001%
5/9/2020National Asset Management Inc.20,997$1.07M0.1%-17.7%0.021%
5/8/2020Eldridge Investment Advisors Inc.35,430$1.81M1.0%-44.5%0.035%
5/8/2020Capital Analysts LLC29,984$1.53M0.2%-23.9%0.029%
5/8/202020 20 Capital Management Inc.136,499$7.06M3.2%-1.2%0.134%
5/8/2020New England Private Wealth Advisors LLC26,709$1.36M0.5%+191.2%0.026%
5/8/2020Towerpoint Wealth LLC6,896$0.35M0.3%+4.5%0.007%
5/8/2020Partnervest Advisory Services LLC9,167$0.47M0.2%-11.1%0.009%
5/8/2020Moloney Securities Asset Management LLC13,976$0.71M0.3%+1.5%0.014%
5/8/2020Barber Financial Group Inc.352,477$17.98M5.7%+244.6%0.345%
5/8/2020Lucia Wealth Services LLC22,368$1.14M0.4%+294.6%0.022%
5/8/2020Cambridge Investment Research Advisors Inc.728,244$37.14M0.4%+75.0%0.713%
5/8/2020First Allied Advisory Services Inc.352,692$17.99M0.8%+400.9%0.345%
5/8/2020Cetera Investment Advisers37,263$1.90M0.2%+14.8%0.036%
5/8/2020Cetera Advisors LLC52,643$2.69M0.1%+115.2%0.052%
5/8/2020Cetera Advisor Networks LLC102,555$5.23M0.2%+35.9%0.100%
5/8/2020Oppenheimer & Co. Inc.23,306$1.19M0.0%+121.6%0.023%
5/7/20203D Asset Management Inc.348,299$17.76M5.3%-6.5%0.341%
5/7/2020MBE Wealth Management LLC3,316$0.17M0.2%N/A0.003%
5/7/2020Cedar Brook Financial Partners LLC4,763$0.24M0.1%N/A0.005%
5/7/2020AE Wealth Management LLC767,808$39.16M0.9%+126.3%0.752%
5/7/2020Trustcore Financial Services LLC19,481$0.99M0.2%+142.3%0.019%
5/7/2020Benjamin Edwards Inc.963$49K0.1%N/A0.001%
5/7/2020TD Capital Management LLC325,269$16.59M3.0%-4.4%0.319%
5/7/2020Benjamin F. Edwards & Company Inc.42,915$2.19M0.2%+6.2%0.042%
5/6/2020First Trust Advisors LP930,848$47.47M0.1%+10.6%0.912%
5/6/2020Bank of New York Mellon Corp48,208$2.46M0.0%-17.0%0.047%
5/6/2020Wetherby Asset Management Inc.11,400$0.58M0.1%N/A0.011%
5/6/2020Adams Wealth Management9,000$0.46M0.6%-64.0%0.009%
5/6/2020Oxbow Advisors LLC13,477$0.69M0.1%+57.3%0.013%
5/6/2020Jaffetilchin Investment Partners LLC11,927$0.61M0.2%+15.0%0.012%
5/6/2020TL Private Wealth153,635$7.94M7.2%-9.9%0.150%
5/5/2020Merit Financial Group LLC32,066$1.64M0.2%+1.6%0.031%
5/5/2020Strategic Wealth Advisors Group LLC29,085$1.49M0.1%-28.4%0.028%
5/5/2020D.A. Davidson & CO.65,602$3.35M0.1%+100.4%0.064%
5/5/2020EPG Wealth Management LLC12,735$0.65M0.5%-79.4%0.012%
5/5/2020Aviance Capital Partners LLC56,083$2.86M0.9%+8.0%0.055%
5/5/2020First Horizon Advisors Inc.17,335$0.88M0.1%+1.8%0.017%
5/5/2020Grove Bank & Trust203,557$10.38M4.1%+2.0%0.200%
5/4/2020Columbus Macro LLC78,205$3.99M1.2%N/A0.077%
5/4/2020Smith Capital Management Inc. AR ADV81,261$4.14M3.1%+22.4%0.080%
(Data available from 1/1/2016 forward)
This page was last updated on 7/7/2020 by MarketBeat.com Staff

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