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First Trust Low Duration Opportunities ETF (LMBS) Institutional Ownership

First Trust Low Duration Opportunities ETF logo
$49.26 +0.09 (+0.18%)
As of 01:43 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)
282
Total
Institutional Inflows
(last 12 months)
$971.84M
Number of
Institutional Sellers
(last 12 months)
197
Total
Institutional Outflows
(last 12 months)
$296.95M
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LMBS Institutional Buying and Selling by Quarter

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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
3/17/2025Wealth Enhancement Advisory Services LLC30,374$1.48M0.0%+314.7%0.031%
3/12/2025Centaurus Financial Inc.11,911$580K0.0%+183.7%0.012%
3/10/2025Mattson Financial Services LLC75,695$3.74M1.2%N/A0.078%
3/6/2025Arcadia Wealth Management Inc.32,123$1.56M1.3%N/A0.033%
3/5/2025Castle Rock Wealth Management LLC4,207$206K0.1%-8.5%0.004%
2/28/2025Park Square Financial Group LLC65,925$3.21M2.2%N/A0.068%
2/25/2025Heck Capital Advisors LLC435,175$21.18M1.3%N/A0.449%
2/25/2025Armis Advisers LLC5,513$268K0.0%N/A0.006%
2/25/2025Integrated Advisors Network LLC20,606$1.00M0.0%-20.3%0.021%
2/18/2025Western Wealth Management LLC4,453$217K0.1%-58.9%0.005%
2/18/2025Helium Advisors LLC22,703$1.11M0.9%N/A0.023%
2/18/2025Sunbelt Securities Inc.603$29K0.0%-48.0%0.001%
2/18/2025Novem Group4,167$203K0.0%N/A0.004%
2/18/2025First Heartland Consultants Inc.104,391$5.08M0.5%N/A0.108%
2/18/2025Continuum Advisory LLC46,230$2.25M0.3%+29.3%0.048%
2/17/2025Weitzel Financial Services Inc.252,769$12.31M5.8%+1.3%0.261%
2/17/2025Visionary Wealth Advisors90,512$4.41M0.3%-21.6%0.093%
2/17/2025Vivaldi Capital Management LP76,369$3.71M0.6%-0.5%0.079%
2/17/2025Snowden Capital Advisors LLC95,917$4.67M0.1%+2.1%0.099%
2/17/2025Royal Bank of Canada2,738,978$133.31M0.0%+1.9%2.825%
2/17/2025Obermeyer Wealth Partners277,124$13.49M0.7%-0.9%0.286%
2/17/2025Focus Partners Wealth184,047$8.96M0.0%+0.2%0.190%
2/17/2025EPG Wealth Management LLC1,153$56K0.0%-17.5%0.001%
2/17/2025CoreCap Advisors LLC43,775$2.13M0.1%+6.0%0.045%
2/17/2025Cetera Investment Advisers1,724,201$83.92M0.2%+75.1%1.778%
2/17/2025Baird Financial Group Inc.512,016$24.92M0.0%+31.6%0.528%
2/17/2025Bank of America Corp DE1,249,046$60.79M0.0%-8.3%1.288%
2/17/2025Benjamin Edwards Inc.79,064$3.85M0.1%+13.3%0.082%
2/17/2025BNP Paribas Financial Markets594$29K0.0%-89.5%0.001%
2/17/2025Ameriprise Financial Inc.67,464$3.28M0.0%+909.3%0.070%
2/17/2025Ancora Advisors LLC5,285$257K0.0%N/A0.005%
2/14/2025Jane Street Group LLC28,409$1.38M0.0%N/A0.029%
2/14/2025Rehmann Capital Advisory Group44,914$2.19M0.1%+11.0%0.046%
2/14/2025Triumph Capital Management106,550$5.19M1.8%+156.6%0.110%
2/14/2025Comerica Bank169,992$8.27M0.0%-4.7%0.175%
2/14/2025Beacon Pointe Advisors LLC12,252$596K0.0%-5.3%0.013%
2/14/2025Betterment LLC5,085$247K0.0%N/A0.005%
2/14/2025Berger Financial Group Inc881,591$42.91M3.0%+2.8%0.909%
2/14/2025Prosperity Consulting Group LLC29,543$1.44M0.1%+14.9%0.030%
2/14/2025Integrated Wealth Concepts LLC269,791$13.13M0.2%+5.4%0.278%
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2/14/2025Coppell Advisory Solutions LLC31,703$1.54M0.2%+54.3%0.033%
2/14/2025Harvest Investment Services LLC455,210$22.16M5.4%+3.1%0.470%
2/14/2025IHT Wealth Management LLC42,664$2.08M0.1%+220.9%0.044%
2/14/2025Stifel Financial Corp600,763$29.24M0.0%-0.7%0.620%
2/14/2025OneDigital Investment Advisors LLC25,147$1.22M0.0%+9.4%0.026%
2/14/2025MML Investors Services LLC191,083$9.30M0.0%+5.7%0.197%
2/14/2025First Trust Advisors LP1,054,514$51.32M0.0%+0.5%1.088%
2/14/2025Freedom Investment Management Inc.5,108$249K0.0%-13.7%0.005%
2/14/2025GeoWealth Management LLC4,210$205K0.0%-61.0%0.004%
2/14/2025Concourse Financial Group Securities Inc.33,054$1.61M0.1%-5.5%0.034%
2/13/2025NewEdge Advisors LLC268,362$13.06M0.1%+1.0%0.277%
2/13/2025Stonehaven Wealth & Tax Solutions LLC40,294$1.96M2.1%N/A0.042%
2/13/2025Stenger Family Office LLC51,719$2.52M0.9%N/A0.053%
2/13/2025United Capital Financial Advisors LLC38,683$1.88M0.0%-9.5%0.040%
2/13/2025Integrity Wealth Advisors Inc.17,747$864K0.6%N/A0.018%
2/13/2025LaSalle St. Investment Advisors LLC13,970$679K0.2%N/A0.014%
2/13/2025Belpointe Asset Management LLC14,769$724K0.0%+23.7%0.015%
2/13/2025Mariner LLC247,528$12.05M0.0%+1,068.0%0.255%
2/13/2025Summit Investment Advisors Inc.158,583$7.72M6.9%+4.0%0.164%
2/13/2025Entruity Wealth LLC121,499$5.91M5.9%N/A0.125%
2/13/2025Manhattan West Asset Management LLC93,789$4.57M1.2%-22.0%0.097%
2/13/2025Rockefeller Capital Management L.P.127,906$6.23M0.0%+6.7%0.132%
2/13/2025Advisory Services Network LLC57,400$2.79M0.1%-16.8%0.059%
2/13/2025Renaissance Technologies LLC227,700$11.08M0.0%+46.7%0.235%
2/13/2025Concentrum Wealth Management15,799$769K0.3%-23.7%0.016%
2/13/2025Cerity Partners LLC393,667$19.16M0.0%+2.8%0.406%
2/13/2025Wedbush Securities Inc.39,336$1.91M0.1%-12.5%0.041%
2/13/2025Envestnet Asset Management Inc.968,474$47.14M0.0%-0.6%0.999%
2/13/2025Perennial Investment Advisors LLC28,890$1.41M0.2%+24.0%0.030%
2/13/2025Wells Fargo & Company MN4,853,287$236.21M0.1%+2.8%5.006%
2/12/2025Treynor Bancshares Inc.11,179$544K0.6%-55.8%0.012%
2/12/2025OLD Mission Capital LLC18,633$907K0.0%N/A0.019%
2/12/2025StoneX Group Inc.29,206$1.42M0.1%+4.3%0.030%
2/12/2025Summit Financial LLC27,245$1.33M0.0%+22.2%0.028%
2/12/2025FSB Premier Wealth Management Inc.55,587$2.71M1.1%+20.0%0.057%
2/12/2025BlueChip Wealth Advisors LLC27,197$1.32M0.7%-19.5%0.028%
2/12/2025Tucker Asset Management LLC2,792$136K0.0%+46.3%0.003%
2/12/2025Maridea Wealth Management LLC15,903$774K0.2%N/A0.016%
2/12/2025Orion Portfolio Solutions LLC48,205$2.35M0.0%+2.3%0.050%
2/12/2025Blair William & Co. IL1,211$59K0.0%-26.2%0.001%
2/12/2025Moment Partners LLC5,563$271K0.1%N/A0.006%
2/12/2025JPMorgan Chase & Co.97,600$4.75M0.0%-22.0%0.101%
2/12/2025Tyler Stone Wealth Management21,251$1.03M0.2%+31.4%0.022%
2/12/2025Core Wealth Partners LLC25,773$1.25M0.7%+6.8%0.027%
2/12/2025Morey & Quinn Wealth Partners LLC13,767$670K0.6%N/A0.014%
2/11/2025LPL Financial LLC9,269,354$451.14M0.2%+8.3%9.561%
2/11/2025Mosley Wealth Management4,812$234K0.1%-4.2%0.005%
2/11/2025Condor Capital Management325,012$15.82M1.4%+3.8%0.335%
2/11/2025TAP Consulting LLC255,496$12.44M2.5%-1.4%0.264%
2/10/2025SSI Investment Management LLC100,106$4.87M0.4%-27.3%0.103%
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2/10/2025Axxcess Wealth Management LLC21,759$1.06M0.0%+7.6%0.022%
2/10/2025Clearwater Capital Advisors LLC723,979$35.24M3.4%+10.5%0.747%
2/10/2025Arbor Capital Management Inc. ADV8,162$397K0.4%+32.5%0.008%
2/10/2025Creative Financial Designs Inc. ADV11,393$555K0.0%+10.8%0.012%
2/10/2025Harbour Investments Inc.331,522$16.14M0.5%+4.2%0.342%
2/10/2025Envestnet Portfolio Solutions Inc.185,204$9.01M0.0%+6.5%0.191%
2/10/2025Commonwealth Equity Services LLC822,928$40.05M0.1%+31.0%0.849%
2/10/2025HBK Sorce Advisory LLC6,205$302K0.0%-5.4%0.006%
2/10/2025Avantax Advisory Services Inc.304,353$14.81M0.1%+20.8%0.314%
2/10/2025Farther Finance Advisors LLC17,325$843K0.0%+9.8%0.018%
(Data available from 1/1/2016 forward)

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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 Aspire Private Capital LLC ($19.82B), Morgan Stanley ($585.19M), LPL Financial LLC ($451.14M), Wells Fargo & Company MN ($236.21M), UBS Group AG ($169.04M), Raymond James Financial Inc. ($149.26M), and Royal Bank of Canada ($133.31M).Learn more on LMBS's institutional investors.

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

Of the 377 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: LPL Financial LLC ($3.20M), Raymond James Financial Inc. ($3.07M), Cetera Investment Advisers ($1.32M), International Assets Investment Management LLC ($1.30M), Global Assets Advisory LLC ($1.29M), Private Advisor Group LLC ($700.38K), and Raymond James Financial Services Advisors Inc. ($674.00K).

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

Institutional investors have bought a total of 32,501,199 shares in the last 24 months. This purchase volume represents approximately $1.79B in transactions.

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

Of the 333 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: Morgan Stanley ($1.16M), Raymond James & Associates ($1.10M), Raymond James Financial Services Advisors Inc. ($821.73K), Envestnet Asset Management Inc. ($806.72K), Gradient Investments LLC ($721.07K), Truist Financial Corp ($675.43K), and Financial Enhancement Group LLC ($529.47K).

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

Institutional investors have sold a total of 19,135,080 shares in the last 24 months. This volume of shares sold represents approximately $1.03B in transactions.


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This page (NASDAQ:LMBS) was last updated on 4/3/2025 by MarketBeat.com Staff
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