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First Trust Low Duration Opportunities ETF (LMBS) Institutional Ownership

First Trust Low Duration Opportunities ETF logo
$48.77 +0.01 (+0.02%)
(As of 11/20/2024 ET)
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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)
226
Total
Institutional Inflows
(last 12 months)
$672.14M
Number of
Institutional Sellers
(last 12 months)
218
Total
Institutional Outflows
(last 12 months)
$366.00M
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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
11/18/2024 Rehmann Capital Advisory Group40,450$2.03M0.1%N/A0.043%
11/18/2024 Brown Financial Advisors52,883$2.61M1.1%N/A0.057%
11/15/2024 Insight Inv LLC11,695$578K0.5%+14.7%0.013%
11/15/2024 Continuum Advisory LLC35,767$1.74M0.2%+53.8%0.038%
11/15/2024 MML Investors Services LLC180,699$8.93M0.0%-3.0%0.193%
11/15/2024 Laraway Financial Advisors Inc9,736$481K0.4%-5.8%0.010%
11/15/2024 Orion Portfolio Solutions LLC47,108$2.33M0.1%+18.1%0.050%
11/15/2024 Stifel Financial Corp604,729$29.88M0.0%-30.3%0.647%
11/15/2024 Pinnacle Family Advisors LLC9,508$470K0.2%+4.3%0.010%
11/15/2024 IHT Wealth Management LLC13,294$657K0.0%-6.8%0.014%
11/15/2024 Integrated Wealth Concepts LLC255,927$12.65M0.2%-3.1%0.274%
11/15/2024 HighTower Advisors LLC349,475$17.27M0.0%+2.0%0.374%
11/15/2024 Hilltop Holdings Inc.16,841$832K0.1%N/A0.018%
11/15/2024 Benjamin Edwards Inc.69,784$3.45M0.1%+1,308.9%0.075%
11/14/2024 Arete Wealth Advisors LLC9,546$471K0.0%-84.9%0.010%
11/14/2024 Rockefeller Capital Management L.P.119,925$5.93M0.0%-1.8%0.128%
11/13/2024 Freedom Investment Management Inc.5,916$292K0.0%-6.9%0.006%
11/13/2024 BNP Paribas Financial Markets5,651$279K0.0%-46.5%0.006%
11/13/2024 Avestar Capital LLC18,941$936K0.1%-12.4%0.020%
11/13/2024 D.A. Davidson & CO.128,788$6.36M0.1%+2.8%0.138%
11/13/2024 Bank of Montreal Can49,755$2.46M0.0%+2,228.3%0.053%
11/13/2024 Acorn Wealth Advisors LLC10,899$539K0.2%+5.8%0.012%
11/13/2024 Private Trust Co. NA26,653$1.32M0.1%-3.7%0.029%
11/13/2024 Independent Advisor Alliance145,694$7.20M0.3%+6.0%0.156%
11/13/2024 Prosperity Financial Group Inc.104,113$5.14M2.9%+6.8%0.111%
11/13/2024 Gentry Private Wealth LLC22,444$1.11M0.9%-15.8%0.024%
11/12/2024 Capital Investment Counsel LLC19,014$939K0.2%-42.1%0.020%
11/12/2024Larson Financial Group LLC5,341$264K0.0%-7.6%0.006%
11/12/2024 StoneX Group Inc.27,992$1.38M0.1%-16.4%0.030%
11/12/2024 Kingsview Wealth Management LLC255,230$12.61M0.3%+34.4%0.273%
11/12/2024 Cerity Partners LLC382,949$18.92M0.0%+24.4%0.410%
11/12/2024 Meridian Wealth Management LLC20,907$1.03M0.1%-14.3%0.022%
11/12/2024 Citigroup Inc.123,514$6.10M0.0%-6.2%0.132%
11/9/2024 LPL Financial LLC8,560,709$422.99M0.2%+12.2%9.156%
11/9/2024 Trustmark National Bank Trust Department9,322$461K0.0%+115.7%0.010%
11/9/2024 SSI Investment Management LLC137,704$6.80M0.5%-0.2%0.147%
11/9/2024 Cypress Capital Group26,901$1.33M0.1%+7.7%0.029%
11/8/2024 Darwin Wealth Management LLC216,611$10.70M2.9%-2.9%0.232%
11/8/2024 First Horizon Advisors Inc.7,188$355K0.0%-3.7%0.008%
11/8/2024 Prospera Private Wealth LLC1,600$79K0.0%N/A0.002%
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11/7/2024 Prospera Financial Services Inc456,916$22.59M0.6%+32.3%0.489%
11/7/2024 Holistic Financial Partners14,921$737K0.4%+2.9%0.016%
11/6/2024 Vishria Bird Financial Group LLC16,379$809K0.3%-2.6%0.018%
11/6/2024 OneDigital Investment Advisors LLC22,985$1.14M0.0%+40.4%0.025%
11/6/2024 Sargent Investment Group LLC10,125$500K0.1%-21.7%0.011%
11/6/2024 Traction Financial Partners LLC34,603$1.71M1.3%-3.7%0.037%
11/6/2024 Endowment Wealth Management Inc.34,414$1.70M1.1%+8.2%0.037%
11/6/2024 Kovack Advisors Inc.5,874$290K0.0%-16.3%0.006%
11/6/2024 Oppenheimer & Co. Inc.38,355$1.90M0.0%-15.6%0.041%
11/5/2024 Prime Capital Investment Advisors LLC44,765$2.21M0.0%-8.7%0.048%
11/5/2024 Ashton Thomas Private Wealth LLC77,418$3.83M0.2%+81.7%0.083%
11/5/2024 Proactive Wealth Strategies LLC4,107$203K0.1%N/A0.004%
11/5/2024 Harbour Investments Inc.318,047$15.72M0.5%+18.6%0.340%
11/5/2024 Apollon Wealth Management LLC28,895$1.43M0.0%+6.5%0.031%
11/5/2024 Nations Financial Group Inc. IA ADV29,468$1.46M0.1%+1.3%0.032%
11/4/2024 Cottonwood Capital Advisors LLC44,970$2.22M1.6%-10.5%0.048%
11/4/2024 Core Wealth Partners LLC24,128$1.19M0.7%+163.3%0.026%
11/4/2024 Tyler Stone Wealth Management16,169$799K0.2%+111.4%0.017%
11/4/2024 Migdal Insurance & Financial Holdings Ltd.81,369$4.02M0.1%-3.0%0.087%
11/4/2024 Axxcess Wealth Management LLC20,225$999K0.0%+6.1%0.022%
11/4/2024 Sigma Planning Corp172,337$8.52M0.3%+5.1%0.184%
11/1/2024 Atria Investments Inc29,953$1.48M0.0%+49.1%0.032%
11/1/2024 PFS Partners LLC173,607$8.58M4.8%+3.1%0.186%
11/1/2024 Assetmark Inc.189,189$9.35M0.0%+16.6%0.203%
10/31/2024 TFB Advisors LLC13,307$657K0.2%+13.8%0.014%
10/31/2024 Weitzel Financial Services Inc.249,415$12.33M5.8%-1.1%0.267%
10/31/2024 Walkner Condon Financial Advisors LLC119,536$5.91M1.2%-41.4%0.128%
10/31/2024 Financial Enhancement Group LLC442,405$21.26M3.8%+87.4%0.474%
10/31/2024 Concurrent Investment Advisors LLC753,068$37.21M1.1%+7.0%0.807%
10/30/2024 Centennial Wealth Advisory LLC9,408$465K0.2%-81.1%0.010%
10/30/2024 Maia Wealth LLC19,819$967K0.2%+99.8%0.021%
10/30/2024 Beacon Financial Advisory LLC6,942$343K0.1%+12.2%0.007%
10/30/2024 Long Run Wealth Advisors LLC220,618$10.90M2.6%N/A0.236%
10/30/2024 Ameritas Advisory Services LLC215,318$10.64M0.5%+6.8%0.231%
10/30/2024 James J. Burns & Company LLC89,292$4.41M0.8%+0.9%0.096%
10/30/2024 Moloney Securities Asset Management LLC7,683$380K0.1%+60.4%0.008%
10/29/2024 TrueWealth Advisors LLC5,018$248K0.1%-26.1%0.005%
10/29/2024 Janney Montgomery Scott LLC255,336$12.62M0.0%+10.8%0.274%
10/29/2024 Clear Creek Financial Management LLC248,719$12.29M1.4%+141.0%0.266%
10/29/2024 Chicago Partners Investment Group LLC30,668$1.50M0.1%+8.0%0.033%
10/29/2024 Farther Finance Advisors LLC15,777$780K0.0%+1.6%0.017%
10/28/2024 Gladstone Institutional Advisory LLC13,652$675K0.0%-9.7%0.015%
10/28/2024 Creative Financial Designs Inc. ADV10,284$508K0.0%+6.1%0.011%
10/28/2024 Focus Financial Network Inc.12,123$599K0.0%-1.7%0.013%
10/28/2024 Stephens Inc. AR440,417$21.76M0.3%+11.6%0.472%
10/28/2024 US Bancorp DE3,701$183K0.0%-38.7%0.004%
10/25/2024 Financial Advocates Investment Management110,047$5.28M0.3%+56.2%0.118%
10/25/2024 Bellevue Asset Management LLC168,632$8.33M4.3%+922.8%0.181%
10/25/2024 Mutual Advisors LLC39,709$1.94M0.1%+185.3%0.043%
10/25/2024 American Financial Advisors LLC353,064$17.45M2.4%-3.0%0.378%
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10/25/2024 Strategic Blueprint LLC8,022$396K0.0%-37.2%0.009%
10/25/2024 Cutter & CO Brokerage Inc.4,604$228K0.1%-4.9%0.005%
10/25/2024 Integrated Advisors Network LLC25,852$1.28M0.1%-2.6%0.028%
10/25/2024 Gateway Wealth Partners LLC20,695$1.02M0.3%+6.4%0.022%
10/25/2024 Boston Financial Mangement LLC82,912$4.10M0.1%+4.6%0.089%
10/24/2024 TCP Asset Management LLC135,148$6.68M1.5%+2.3%0.145%
10/24/2024 Patriot Financial Group Insurance Agency LLC11,714$579K0.1%-2.3%0.013%
10/24/2024 Barrett & Company Inc.25,522$1.26M0.5%-2.0%0.027%
10/24/2024 Lunt Capital Management Inc.122,832$6.07M2.8%+4.0%0.132%
10/24/2024 Riggs Asset Managment Co. Inc.1,543$76K0.0%N/A0.002%
(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, 459 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 ($422.99M), 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. ($96.66M).Learn more on LMBS's institutional investors.

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

Of the 342 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 ($2.49M), International Assets Investment Management LLC ($1.50M), Global Assets Advisory LLC ($1.29M), Raymond James Financial Services Advisors Inc. ($674.00K), Financial Enhancement Group LLC ($673.35K), Cetera Investment Advisers ($603.73K), and Private Advisor Group LLC ($591.13K).

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

Institutional investors have bought a total of 25,774,370 shares in the last 24 months. This purchase volume represents approximately $1.60B in transactions.

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

Of the 332 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: Raymond James & Associates ($1.30M), Raymond James Financial Services Advisors Inc. ($1.19M), Morgan Stanley ($1.16M), Wells Fargo & Company MN ($895.81K), Envestnet Asset Management Inc. ($800.87K), Bank of America Corp DE ($739.12K), and Truist Financial Corp ($675.43K).

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

Institutional investors have sold a total of 22,239,176 shares in the last 24 months. This volume of shares sold represents approximately $1.43B in transactions.


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This page (NASDAQ:LMBS) was last updated on 11/21/2024 by MarketBeat.com Staff
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