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First Trust Low Duration Opportunities ETF (LMBS) Institutional Ownership

First Trust Low Duration Opportunities ETF logo
$48.55
-0.08 (-0.16%)
(As of 11/1/2024 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)
220
Total
Institutional Inflows
(last 12 months)
$621.10M
Number of
Institutional Sellers
(last 12 months)
227
Total
Institutional Outflows
(last 12 months)
$447.55M
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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
11/1/2024Atria Investments Inc29,953$1.48M0.0%+49.1%0.032%
11/1/2024PFS Partners LLC173,607$8.58M4.8%+3.1%0.186%
11/1/2024Assetmark 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%
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%
10/24/2024 J.W. Cole Advisors Inc.17,409$860K0.0%+10.5%0.019%
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction (Ad)

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10/24/2024 Wealth Enhancement Advisory Services LLC7,324$362K0.0%-64.3%0.008%
10/24/2024 Arkadios Wealth Advisors11,934$590K0.0%+15.9%0.013%
10/23/2024 Team Financial Group LLC4,236$209K0.1%N/A0.005%
10/23/2024 Allworth Financial LP20,690$1.02M0.0%-10.6%0.022%
10/23/2024 Silver Oak Securities Incorporated94,410$4.66M0.5%+30.8%0.101%
10/23/2024 Commonwealth Financial Services LLC133,858$6.62M1.3%+1,936.5%0.144%
10/23/2024 Global Assets Advisory LLC26,785$1.33M0.7%N/A0.029%
10/22/2024 DHJJ Financial Advisors Ltd.903$45K0.0%-33.5%0.001%
10/22/2024 Chris Bulman Inc8,403$415K0.3%+841.0%0.009%
10/22/2024 Mainsail Financial Group LLC105,975$5.20M3.1%+48.0%0.114%
10/22/2024 Private Advisor Group LLC232,921$11.51M0.1%+7.5%0.250%
10/21/2024 Moneywise Inc.8,295$410K0.2%-47.2%0.009%
10/21/2024 Foundations Investment Advisors LLC243,998$12.06M0.3%+449.3%0.262%
10/21/2024 Wealth Effects LLC15,520$767K0.3%-24.4%0.017%
10/21/2024 AIFG Consultants Ltd.30,632$1.51M1.1%-14.1%0.033%
10/21/2024 Trilogy Capital Inc.488,969$24.16M1.2%+5.0%0.524%
10/19/2024Petix & Botte Co458,366$22.65M6.0%+1.5%0.492%
10/19/2024Rede Wealth LLC5,295$262K0.1%-23.7%0.006%
10/19/2024Cedrus LLC48,529$2.40M0.9%+99.5%0.052%
10/18/2024Commonwealth Equity Services LLC628,005$31.03M0.0%-7.8%0.673%
10/18/2024Alpha Financial Advisors LLC94,493$4.67M2.1%+2.1%0.101%
10/18/2024Raymond James & Associates809,835$40.01M0.0%+6.0%0.868%
10/18/2024Friedenthal Financial144,833$7.16M4.2%+155.7%0.155%
10/18/2024KMG Fiduciary Partners LLC41,692$2.06M0.2%+28.8%0.045%
10/18/2024Stratos Investment Management LLC8,021$396K0.0%-55.2%0.009%
10/18/2024Stratos Wealth Advisors LLC53,175$2.63M0.1%-51.5%0.057%
10/17/2024Stratos Wealth Partners LTD.166,122$8.21M0.1%+8.5%0.178%
10/17/2024Richard W. Paul & Associates LLC26,901$1.33M0.5%+1.8%0.029%
10/17/2024Aaron Wealth Advisors LLC269,000$13.29M1.6%+25.2%0.288%
10/17/2024Claro Advisors LLC6,030$298K0.0%-30.3%0.006%
10/17/2024LexAurum Advisors LLC151,165$7.47M1.6%+1.3%0.162%
10/17/2024 Sweet Financial Partners LLC228,730$11.30M2.4%-0.3%0.246%
10/16/2024 Secure Asset Management LLC99,165$4.90M0.8%N/A0.107%
10/16/2024 Global Retirement Partners LLC12,845$635K0.0%+4.6%0.014%
10/16/2024 Good Life Advisors LLC63,185$3.12M0.2%+12.6%0.068%
10/16/2024 Prism Advisors Inc.279,833$13.83M4.0%+6.7%0.301%
10/16/2024 Braun Bostich & Associates Inc.80,476$3.98M2.8%+10.8%0.086%
10/16/2024 626 Financial LLC15,651$773K0.4%-8.5%0.017%
10/16/2024 EdgeRock Capital LLC140,210$6.93M4.9%+0.8%0.151%
10/16/2024 ERn Financial LLC6,376$315K0.0%-19.3%0.007%
10/15/2024 Keystone Wealth Services LLC62,670$3.10M0.9%+1.2%0.067%
10/11/2024 Iams Wealth Management LLC51,938$2.57M1.3%+8.4%0.056%
10/11/2024 Creative Planning12,233$604K0.0%-32.9%0.013%
10/11/2024 Grove Bank & Trust138,648$6.85M1.0%+13.4%0.149%
10/11/2024 Paladin Wealth LLC15,450$763K0.7%N/A0.017%
10/11/2024 VitalStone Financial LLC24,277$1.20M0.8%-18.6%0.026%
10/10/2024 Ballew Advisors Inc14,917$732K0.5%-1.8%0.016%
10/10/2024 Concourse Financial Group Securities Inc.34,969$1.73M0.1%-2.9%0.038%
10/10/2024 Lion Street Advisors LLC4,162$206K0.1%N/A0.004%
10/10/2024 Simplicity Wealth LLC8,882$439K0.0%-3.0%0.010%
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction (Ad)

Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… A predicted Trump would win. You won’t believe what he’s predicting now.

Click here to see it because it’s a SHOCKER…
10/9/2024 TAP Consulting LLC259,051$12.80M2.5%-1.4%0.279%
10/9/2024 Towerpoint Wealth LLC16,211$801K0.4%-3.6%0.017%
10/9/2024 Pinnacle Bancorp Inc.3,226$159K0.0%+23.4%0.003%
10/9/2024 TL Private Wealth305,513$14.94M6.7%+0.9%0.331%
10/9/2024 Patten Group Inc.28,683$1.42M0.3%+13.5%0.031%
10/8/2024 CWM LLC109,044$5.39M0.0%+132.5%0.118%
10/8/2024 Brookstone Capital Management472,500$23.35M0.3%+0.3%0.511%
10/8/2024 Dynamic Advisor Solutions LLC9,516$470K0.0%-10.5%0.010%
10/8/2024 Atwood & Palmer Inc.228,455$11.29M0.8%+8.4%0.247%
10/7/2024 EWG Elevate Inc.358,401$17.71M7.1%+64.4%0.388%
(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, 463 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 ($366.70M), 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 349 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 ($1.56M), International Assets Investment Management LLC ($1.50M), Global Assets Advisory LLC ($1.29M), UBS Group AG ($858.77K), Raymond James Financial Services Advisors Inc. ($674.00K), Financial Enhancement Group LLC ($673.35K), and Cetera Investment Advisers ($603.73K).

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

Institutional investors have bought a total of 26,070,383 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 337 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 23,005,003 shares in the last 24 months. This volume of shares sold represents approximately $1.52B in transactions.


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This page (NASDAQ:LMBS) was last updated on 11/2/2024 by MarketBeat.com Staff
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