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First Trust Low Duration Opportunities ETF (LMBS) Institutional Ownership

First Trust Low Duration Opportunities ETF logo
$48.92 +0.06 (+0.12%)
Closing price 04/25/2025 04:00 PM Eastern
Extended Trading
$48.92 -0.01 (-0.01%)
As of 04/25/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
284
Total
Institutional Inflows
(last 12 months)
$912.38M
Number of
Institutional Sellers
(last 12 months)
199
Total
Institutional Outflows
(last 12 months)
$267.69M
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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
4/25/2025Koshinski Asset Management Inc.5,768$284K0.0%-9.5%0.006%
4/25/2025Insight Inv LLC19,370$952K0.4%+121.0%0.019%
4/25/2025Ameritas Advisory Services LLC196,423$9.63M0.4%-5.0%0.196%
4/25/2025Sovran Advisors LLC14,341$702K0.1%+135.3%0.014%
4/25/2025TBH Global Asset Management LLC62,744$3.08M0.3%+8.8%0.063%
4/24/2025 Golden State Wealth Management LLC4,781$235K0.0%+1,812.4%0.005%
4/24/2025 Beacon Financial Advisory LLC25,702$1.26M0.4%+176.0%0.026%
4/23/2025 Cottonwood Capital Advisors LLC42,280$2.08M1.5%-1.7%0.042%
4/23/2025 Creative Financial Designs Inc. ADV12,490$614K0.0%+9.6%0.013%
4/23/2025 Wealth Effects LLC9,902$487K0.2%-4.8%0.010%
4/23/2025 Perigon Wealth Management LLC30,124$1.48M0.0%+4.2%0.030%
4/23/2025 HBK Sorce Advisory LLC5,098$251K0.0%-17.8%0.005%
4/23/2025 Alpha Financial Advisors LLC98,095$4.82M2.1%+3.9%0.098%
4/23/2025 Golden State Wealth Management LLC9,562$470K0.0%+3,724.8%0.010%
4/23/2025 Spire Wealth Management27,147$1.34M0.0%-79.1%0.027%
4/23/2025 Mattern Wealth Management LLC11,500$565K0.1%-4.2%0.012%
4/23/2025 Global Assets Advisory LLC80,355$3.93M0.7%+200.0%0.081%
4/23/2025 Financial Enhancement Group LLC497,099$24.22M3.8%+97.2%0.498%
4/23/2025 International Assets Investment Management LLC14,762$726K0.0%+24.4%0.015%
4/23/2025 Retirement Guys Formula LLC5,237$257K0.1%-14.0%0.005%
4/23/2025 AIFG Consultants Ltd.45,286$2.23M3.7%-5.9%0.045%
4/23/2025 Walkner Condon Financial Advisors LLC279,039$13.72M2.8%+134.2%0.280%
4/23/2025 Oppenheimer & Co. Inc.138,827$6.83M0.1%+139.7%0.139%
4/23/2025 Team Financial Group LLC13,177$648K0.4%+65.3%0.013%
4/23/2025 Continuum Advisory LLC57,615$2.83M0.4%+24.6%0.058%
4/22/2025 Brueske Advisory Services LLC13,426$660K0.6%-16.7%0.013%
4/22/2025 Cambridge Investment Research Advisors Inc.468,274$23.02M0.1%+3.8%0.469%
4/22/2025 Center for Financial Planning Inc.85,359$4.20M0.5%+10.5%0.086%
4/22/2025 Midwest Financial Group LLC44,860$2.21M1.3%-51.3%0.045%
4/21/2025 Envestnet Portfolio Solutions Inc.189,533$9.32M0.0%+2.3%0.190%
4/21/2025 Friedenthal Financial154,097$7.58M4.5%+168.4%0.154%
4/21/2025 Centennial Wealth Advisory LLC35,865$1.76M0.6%+54.6%0.036%
4/21/2025 Bigelow Investment Advisors LLC45,364$2.23M1.1%+10.6%0.045%
4/21/2025 Beacon Capital Management LLC538$26K0.0%-81.3%0.001%
4/21/2025 BostonPremier Wealth LLC113,146$5.56M3.5%-1.7%0.113%
4/21/2025 Barrett & Company Inc.24,670$1.21M0.5%-2.7%0.025%
4/17/2025 NBT Bank N A NY7,538$371K0.0%-3.2%0.008%
4/17/2025 Searcy Financial Services Inc. ADV390,292$19.19M8.3%+2.5%0.391%
4/17/2025 Grove Bank & Trust153,095$7.53M1.0%+7.5%0.154%
4/17/2025 Stockman Wealth Management Inc.8,000$393K0.1%-47.2%0.008%
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4/17/2025 Sowell Financial Services LLC6,054$298K0.0%N/A0.006%
4/17/2025 Janney Montgomery Scott LLC227,406$11.18M0.0%-24.1%0.228%
4/17/2025 RiverTree Advisors LLC178,920$8.80M5.9%-21.0%0.179%
4/17/2025 FARMERS & MERCHANTS TRUST Co OF LONG BEACH17,990$884K0.2%+1.4%0.018%
4/17/2025 Keystone Wealth Services LLC71,761$3.53M1.0%+6.8%0.072%
4/17/2025 Fairvoy Private Wealth LLC306,728$15.08M4.1%+26.8%0.308%
4/17/2025 Cornell Pochily Investment Advisors Inc.28,654$1.41M0.5%-3.1%0.029%
4/17/2025 Morey & Quinn Wealth Partners LLC16,812$826K0.7%+22.1%0.017%
4/17/2025 Dynamic Advisor Solutions LLC9,933$488K0.0%+14.8%0.010%
4/17/2025 Tcfg Wealth Management LLC24,437$1.20M0.6%-6.8%0.025%
4/16/2025 Avaii Wealth Management LLC12,155$598K0.3%+6.8%0.012%
4/16/2025 Southland Equity Partners LLC10,583$520K0.1%+54.4%0.011%
4/16/2025 Wealth Enhancement Advisory Services LLC38,074$1.87M0.0%+25.4%0.038%
4/16/2025 Goldstone Financial Group LLC5,537$272K0.0%N/A0.006%
4/16/2025 Ballew Advisors Inc16,009$776K0.5%+7.0%0.016%
4/15/2025 Braun Bostich & Associates Inc.71,921$3.54M2.6%-14.6%0.072%
4/15/2025 GPS Wealth Strategies Group LLC19,241$946K0.1%-1.3%0.019%
4/15/2025 Chris Bulman Inc17,569$864K0.5%+46.0%0.018%
4/15/2025 Mainsail Financial Group LLC118,957$5.85M3.3%+4.6%0.119%
4/15/2025 Focus Financial Network Inc.10,255$504K0.0%-6.2%0.010%
4/15/2025 EdgeRock Capital LLC140,221$6.89M4.9%+4.4%0.141%
4/15/2025 Traction Financial Partners LLC34,272$1.69M1.3%-5.8%0.034%
4/15/2025 Columbia Advisory Partners LLC27,062$1.33M1.2%+1.6%0.027%
4/15/2025 Integrated Advisors Network LLC19,029$935K0.0%-7.7%0.019%
4/15/2025 Atwood & Palmer Inc.310,145$15.25M1.1%+14.9%0.311%
4/15/2025 Simplicity Wealth LLC11,289$555K0.0%N/A0.011%
4/15/2025 Wealthcare Advisory Partners LLC50,519$2.48M0.1%+21.1%0.051%
4/14/2025 PFS Partners LLC216,430$10.64M5.6%+1.8%0.217%
4/14/2025 Farther Finance Advisors LLC19,882$978K0.0%+14.8%0.020%
4/14/2025 City Holding Co.52,581$2.58M0.4%+27.5%0.053%
4/14/2025 Destiny Wealth Partners LLC54,679$2.69M0.4%+8.2%0.055%
4/14/2025 Priebe Wealth Holdings LLC9,700$477K0.3%N/A0.010%
4/14/2025 Park Avenue Securities LLC41,300$2.03M0.0%-13.1%0.041%
4/14/2025 KMG Fiduciary Partners LLC46,098$2.27M0.2%+1.6%0.046%
4/14/2025 Miracle Mile Advisors LLC5,221$257K0.0%-51.5%0.005%
4/14/2025 LexAurum Advisors LLC156,525$7.70M1.5%+4.0%0.157%
4/11/2025 Adamsbrown Wealth Consultants LLC98,555$4.85M1.5%+1.3%0.099%
4/11/2025 Signal Advisors Wealth LLC4,584$225K0.0%-37.7%0.005%
4/11/2025 MRA Advisory Group211,367$10.39M5.5%+5.1%0.212%
4/10/2025 Secure Asset Management LLC203,138$9.99M2.0%+69.2%0.203%
4/10/2025 Long Run Wealth Advisors LLC240,039$11.80M2.7%+6.3%0.240%
4/10/2025 Iams Wealth Management LLC49,975$2.46M1.1%-12.2%0.050%
4/10/2025 EWG Elevate Inc.204,022$10.03M3.7%-10.7%0.204%
4/9/2025 HBW Advisory Services LLC4,433$218K0.0%N/A0.004%
4/9/2025 Inspirion Wealth Advisors LLC412,258$20.27M2.8%-0.4%0.413%
4/9/2025 Towerpoint Wealth LLC17,230$847K0.4%+3.3%0.017%
4/9/2025 Quad Cities Investment Group LLC4,966$244K0.1%-26.1%0.005%
4/9/2025 Capital CS Group LLC9,509$467K0.8%+17.6%0.010%
4/9/2025 NBC Securities Inc.15,947$783K0.1%+93,705.9%0.016%
4/9/2025 TL Private Wealth302,475$14.78M6.7%+0.4%0.303%
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4/8/2025 James J. Burns & Company LLC88,688$4.36M0.8%-2.6%0.089%
4/8/2025 Private Client Services LLC7,131$351K0.2%-9.8%0.007%
4/8/2025 Parallel Advisors LLC3,730$183K0.0%N/A0.004%
4/7/2025 O Connor Financial Group LLC12,308$605K0.3%+8.1%0.012%
4/7/2025 GAMMA Investing LLC64,203$3.16M0.0%+4,472.9%0.064%
4/7/2025 AdvisorNet Financial Inc4,379$215K0.0%+162.7%0.004%
3/17/2025 Wealth 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%
(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, 486 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 378 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), Global Assets Advisory LLC ($1.34M), Cetera Investment Advisers ($1.32M), International Assets Investment Management LLC ($1.30M), Financial Enhancement Group LLC ($820.38K), and Private Advisor Group LLC ($700.38K).

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

Institutional investors have bought a total of 32,209,386 shares in the last 24 months. This purchase volume represents approximately $1.70B 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 ($899.13K), 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 18,867,284 shares in the last 24 months. This volume of shares sold represents approximately $988.33M in transactions.



This page (NASDAQ:LMBS) was last updated on 4/26/2025 by MarketBeat.com Staff
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