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First Trust Low Duration Opportunities ETF (LMBS) Institutional Ownership

First Trust Low Duration Opportunities ETF logo
$48.72 +0.02 (+0.04%)
As of 01/17/2025 04:00 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)
222
Total
Institutional Inflows
(last 12 months)
$640.56M
Number of
Institutional Sellers
(last 12 months)
212
Total
Institutional Outflows
(last 12 months)
$376.93M
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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
1/17/2025 Key Client Fiduciary Advisors LLC6,540$318K0.1%-13.7%0.007%
1/17/2025 Secure Asset Management LLC120,064$5.84M0.9%+21.1%0.124%
1/17/2025 Mutual Advisors LLC52,204$2.54M0.1%+31.5%0.054%
1/17/2025 Janney Montgomery Scott LLC299,503$14.58M0.0%+17.3%0.310%
1/17/2025 Braun Bostich & Associates Inc.84,257$4.10M3.0%+4.7%0.087%
1/16/2025 Atwood & Palmer Inc.269,846$13.13M0.9%+18.1%0.279%
1/16/2025 Harbor Investment Advisory LLC2,746$134K0.0%+20.1%0.003%
1/16/2025 Diversify Advisory Services LLC5,297$257K0.0%-29.8%0.005%
1/16/2025 City Holding Co.41,228$2.01M0.3%+2.1%0.043%
1/16/2025 RiverTree Advisors LLC226,416$11.02M7.2%-1.7%0.235%
1/16/2025 Grove Bank & Trust142,358$6.93M1.0%+2.7%0.147%
1/16/2025 TL Private Wealth301,265$14.63M6.5%-1.4%0.312%
1/15/2025 Aaron Wealth Advisors LLC253,270$12.33M1.4%-5.8%0.262%
1/15/2025 TCP Asset Management LLC140,936$6.86M1.5%+4.3%0.146%
1/15/2025 Ameritas Advisory Services LLC206,671$10.06M0.3%-4.0%0.214%
1/15/2025 Arkadios Wealth Advisors10,085$491K0.0%-15.5%0.010%
1/15/2025 FARMERS & MERCHANTS TRUST Co OF LONG BEACH17,738$863K0.2%+4.3%0.018%
1/15/2025 TrueWealth Advisors LLC4,730$230K0.1%-5.7%0.005%
1/15/2025 Householder Group Estate & Retirement Specialist LLC47,220$2.30M1.7%+35.5%0.049%
1/15/2025 Wealthcare Advisory Partners LLC41,709$2.03M0.1%-1.6%0.043%
1/15/2025 KMG Fiduciary Partners LLC45,381$2.21M0.2%+8.8%0.047%
1/15/2025 Inspirion Wealth Advisors LLC414,101$20.06M2.8%-2.5%0.429%
1/15/2025 Towerpoint Wealth LLC16,682$812K0.4%+2.9%0.017%
1/14/2025 Financial Enhancement Group LLC252,120$12.20M1.9%-43.0%0.261%
1/14/2025 ERn Financial LLC5,815$283K0.0%-8.8%0.006%
1/14/2025 Park Avenue Securities LLC47,545$2.31M0.0%+13.4%0.049%
1/14/2025 SeaCrest Wealth Management LLC5,069$247K0.0%N/A0.005%
1/14/2025 626 Financial LLC16,136$785K0.4%+3.1%0.017%
1/14/2025 Capital CS Group LLC8,085$393K0.5%+6.2%0.008%
1/14/2025 MRA Advisory Group201,170$9.79M5.2%+3.2%0.208%
1/13/2025 Columbia Advisory Partners LLC26,636$1.30M1.2%+5.8%0.028%
1/13/2025 Miracle Mile Advisors LLC10,760$524K0.0%-14.9%0.011%
1/13/2025 Friedenthal Financial57,415$2.79M1.6%-60.4%0.059%
1/13/2025 Searcy Financial Services Inc. ADV380,588$18.52M8.6%+6.2%0.394%
1/13/2025 Claro Advisors LLC8,861$431K0.1%+2.9%0.009%
1/13/2025 Brookstone Capital Management465,344$22.65M0.3%-1.5%0.482%
1/13/2025 EWG Elevate Inc.228,577$11.13M3.4%-36.2%0.237%
1/10/2025 First International Bank & Trust210,988$10.27M3.3%+8.0%0.219%
1/8/2025 First Hawaiian Bank32,507$1.58M0.1%-27.8%0.034%
1/8/2025 Private Client Services LLC7,903$385K0.2%+9.5%0.008%
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1/8/2025 International Assets Investment Management LLC11,862$577K0.0%N/A0.012%
1/6/2025 Capital Market Strategies LLC6,740$328K0.2%-17.5%0.007%
1/3/2025 Central Pacific Bank Trust Division35,460$1.73M0.2%-38.0%0.038%
12/26/2024JPMorgan Chase & Co.125,157$6.18M0.0%-55.8%0.134%
12/13/2024B. Riley Wealth Advisors Inc.7,055$348K0.0%-47.3%0.008%
11/25/2024Sanctuary Advisors LLC77,065$3.75M0.0%+50.9%0.082%
11/25/2024Pine Valley Investments Ltd Liability Co45,140$2.23M0.1%-2.5%0.048%
11/18/2024Rehmann Capital Advisory Group40,450$2.03M0.1%N/A0.043%
11/18/2024Brown Financial Advisors52,883$2.61M1.1%N/A0.057%
11/15/2024Insight Inv LLC11,695$578K0.5%+14.7%0.013%
11/15/2024Continuum Advisory LLC35,767$1.74M0.2%+53.8%0.038%
11/15/2024MML Investors Services LLC180,699$8.93M0.0%-3.0%0.193%
11/15/2024Laraway Financial Advisors Inc9,736$481K0.4%-5.8%0.010%
11/15/2024Orion Portfolio Solutions LLC47,108$2.33M0.1%+18.1%0.050%
11/15/2024Stifel Financial Corp604,729$29.88M0.0%-30.3%0.647%
11/15/2024Pinnacle Family Advisors LLC9,508$470K0.2%+4.3%0.010%
11/15/2024IHT Wealth Management LLC13,294$657K0.0%-6.8%0.014%
11/15/2024Integrated Wealth Concepts LLC255,927$12.65M0.2%-3.1%0.274%
11/15/2024HighTower Advisors LLC349,475$17.27M0.0%+2.0%0.374%
11/15/2024Hilltop Holdings Inc.16,841$832K0.1%N/A0.018%
11/15/2024Benjamin Edwards Inc.69,784$3.45M0.1%+1,308.9%0.075%
11/14/2024Arete Wealth Advisors LLC9,546$471K0.0%-84.9%0.010%
11/14/2024Rockefeller Capital Management L.P.119,925$5.93M0.0%-1.8%0.128%
11/13/2024Freedom Investment Management Inc.5,916$292K0.0%-6.9%0.006%
11/13/2024BNP Paribas Financial Markets5,651$279K0.0%-46.5%0.006%
11/13/2024Avestar Capital LLC18,941$936K0.1%-12.4%0.020%
11/13/2024D.A. Davidson & CO.128,788$6.36M0.1%+2.8%0.138%
11/13/2024Bank of Montreal Can49,755$2.46M0.0%+2,228.3%0.053%
11/13/2024Acorn Wealth Advisors LLC10,899$539K0.2%+5.8%0.012%
11/13/2024Private Trust Co. NA26,653$1.32M0.1%-3.7%0.029%
11/13/2024Independent Advisor Alliance145,694$7.20M0.3%+6.0%0.156%
11/13/2024Prosperity Financial Group Inc.104,113$5.14M2.9%+6.8%0.111%
11/13/2024Gentry Private Wealth LLC22,444$1.11M0.9%-15.8%0.024%
11/12/2024Capital Investment Counsel LLC19,014$939K0.2%-42.1%0.020%
11/12/2024Larson Financial Group LLC5,341$264K0.0%-7.6%0.006%
11/12/2024StoneX Group Inc.27,992$1.38M0.1%-16.4%0.030%
11/12/2024Kingsview Wealth Management LLC255,230$12.61M0.3%+34.4%0.273%
11/12/2024Cerity Partners LLC382,949$18.92M0.0%+24.4%0.410%
11/12/2024Meridian Wealth Management LLC20,907$1.03M0.1%-14.3%0.022%
11/12/2024Citigroup Inc.123,514$6.10M0.0%-6.2%0.132%
11/9/2024LPL Financial LLC8,560,709$422.99M0.2%+12.2%9.156%
11/9/2024Trustmark National Bank Trust Department9,322$461K0.0%+115.7%0.010%
11/9/2024SSI Investment Management LLC137,704$6.80M0.5%-0.2%0.147%
11/9/2024Cypress Capital Group26,901$1.33M0.1%+7.7%0.029%
11/8/2024Darwin Wealth Management LLC216,611$10.70M2.9%-2.9%0.232%
11/8/2024First Horizon Advisors Inc.7,188$355K0.0%-3.7%0.008%
11/8/2024Prospera Private Wealth LLC1,600$79K0.0%N/A0.002%
11/7/2024Prospera Financial Services Inc456,916$22.59M0.6%+32.3%0.489%
11/7/2024Holistic Financial Partners14,921$737K0.4%+2.9%0.016%
11/6/2024Vishria Bird Financial Group LLC16,379$809K0.3%-2.6%0.018%
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11/6/2024OneDigital Investment Advisors LLC22,985$1.14M0.0%+40.4%0.025%
11/6/2024Sargent Investment Group LLC10,125$500K0.1%-21.7%0.011%
11/6/2024Traction Financial Partners LLC34,603$1.71M1.3%-3.7%0.037%
11/6/2024Endowment Wealth Management Inc.34,414$1.70M1.1%+8.2%0.037%
11/6/2024Kovack Advisors Inc.5,874$290K0.0%-16.3%0.006%
11/6/2024Oppenheimer & Co. Inc.38,355$1.90M0.0%-15.6%0.041%
11/5/2024Prime Capital Investment Advisors LLC44,765$2.21M0.0%-8.7%0.048%
11/5/2024Ashton Thomas Private Wealth LLC77,418$3.83M0.2%+81.7%0.083%
11/5/2024Proactive Wealth Strategies LLC4,107$203K0.1%N/A0.004%
11/5/2024Harbour Investments Inc.318,047$15.72M0.5%+18.6%0.340%
(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, 457 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 339 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 ($1.52M), 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 Stephens Inc. AR ($565.37K).

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

Institutional investors have bought a total of 25,505,996 shares in the last 24 months. This purchase volume represents approximately $1.56B 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 22,737,619 shares in the last 24 months. This volume of shares sold represents approximately $1.45B in transactions.


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This page (NASDAQ:LMBS) was last updated on 1/21/2025 by MarketBeat.com Staff
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