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First Trust Low Duration Opportunities ETF (LMBS) Institutional Ownership

First Trust Low Duration Opportunities ETF logo
$48.86 -0.09 (-0.17%)
As of 02/21/2025 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)
277
Total
Institutional Inflows
(last 12 months)
$942.52M
Number of
Institutional Sellers
(last 12 months)
197
Total
Institutional Outflows
(last 12 months)
$297.57M
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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
2/18/2025 Western Wealth Management LLC4,453$217K0.1%-58.9%0.005%
2/18/2025 Helium Advisors LLC22,703$1.11M0.9%N/A0.023%
2/18/2025 Sunbelt Securities Inc.603$29K0.0%-48.0%0.001%
2/18/2025 Novem Group4,167$203K0.0%N/A0.004%
2/18/2025 First Heartland Consultants Inc.104,391$5.08M0.5%N/A0.108%
2/18/2025 Continuum Advisory LLC46,230$2.25M0.3%+29.3%0.048%
2/17/2025 Weitzel Financial Services Inc.252,769$12.31M5.8%+1.3%0.261%
2/17/2025 Visionary Wealth Advisors90,512$4.41M0.3%-21.6%0.093%
2/17/2025 Vivaldi Capital Management LP76,369$3.71M0.6%-0.5%0.079%
2/17/2025 Snowden Capital Advisors LLC95,917$4.67M0.1%+2.1%0.099%
2/17/2025 Royal Bank of Canada2,738,978$133.31M0.0%+1.9%2.825%
2/17/2025 Obermeyer Wealth Partners277,124$13.49M0.7%-0.9%0.286%
2/17/2025 Focus Partners Wealth184,047$8.96M0.0%+0.2%0.190%
2/17/2025 EPG Wealth Management LLC1,153$56K0.0%-17.5%0.001%
2/17/2025 CoreCap Advisors LLC43,775$2.13M0.1%+6.0%0.045%
2/17/2025 Cetera Investment Advisers1,724,201$83.92M0.2%+75.1%1.778%
2/17/2025 Baird Financial Group Inc.512,016$24.92M0.0%+31.6%0.528%
2/17/2025 Bank of America Corp DE1,249,046$60.79M0.0%-8.3%1.288%
2/17/2025 Benjamin Edwards Inc.79,064$3.85M0.1%+13.3%0.082%
2/17/2025 BNP Paribas Financial Markets594$29K0.0%-89.5%0.001%
2/17/2025 Ameriprise Financial Inc.67,464$3.28M0.0%+909.3%0.070%
2/17/2025 Ancora Advisors LLC5,285$257K0.0%N/A0.005%
2/14/2025 Jane Street Group LLC28,409$1.38M0.0%N/A0.029%
2/14/2025 Rehmann Capital Advisory Group44,914$2.19M0.1%+11.0%0.046%
2/14/2025 Triumph Capital Management106,550$5.19M1.8%+156.6%0.110%
2/14/2025 Comerica Bank169,992$8.27M0.0%-4.7%0.175%
2/14/2025 Beacon Pointe Advisors LLC12,252$596K0.0%-5.3%0.013%
2/14/2025 Betterment LLC5,085$247K0.0%N/A0.005%
2/14/2025 Berger Financial Group Inc881,591$42.91M3.0%+2.8%0.909%
2/14/2025 Prosperity Consulting Group LLC29,543$1.44M0.1%+14.9%0.030%
2/14/2025 Integrated Wealth Concepts LLC269,791$13.13M0.2%+5.4%0.278%
2/14/2025 Coppell Advisory Solutions LLC31,703$1.54M0.2%+54.3%0.033%
2/14/2025 Harvest Investment Services LLC455,210$22.16M5.4%+3.1%0.470%
2/14/2025 IHT Wealth Management LLC42,664$2.08M0.1%+220.9%0.044%
2/14/2025 Stifel Financial Corp600,763$29.24M0.0%-0.7%0.620%
2/14/2025 OneDigital Investment Advisors LLC25,147$1.22M0.0%+9.4%0.026%
2/14/2025 MML Investors Services LLC191,083$9.30M0.0%+5.7%0.197%
2/14/2025 First Trust Advisors LP1,054,514$51.32M0.0%+0.5%1.088%
2/14/2025 Freedom Investment Management Inc.5,108$249K0.0%-13.7%0.005%
2/14/2025 GeoWealth Management LLC4,210$205K0.0%-61.0%0.004%
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2/14/2025 Concourse Financial Group Securities Inc.33,054$1.61M0.1%-5.5%0.034%
2/13/2025 NewEdge Advisors LLC268,362$13.06M0.1%+1.0%0.277%
2/13/2025 Stonehaven Wealth & Tax Solutions LLC40,294$1.96M2.1%N/A0.042%
2/13/2025 Stenger Family Office LLC51,719$2.52M0.9%N/A0.053%
2/13/2025 United Capital Financial Advisors LLC38,683$1.88M0.0%-9.5%0.040%
2/13/2025 Integrity Wealth Advisors Inc.17,747$864K0.6%N/A0.018%
2/13/2025 LaSalle St. Investment Advisors LLC13,970$679K0.2%N/A0.014%
2/13/2025 Belpointe Asset Management LLC14,769$724K0.0%+23.7%0.015%
2/13/2025 Mariner LLC247,528$12.05M0.0%+1,068.0%0.255%
2/13/2025 Summit Investment Advisors Inc.158,583$7.72M6.9%+4.0%0.164%
2/13/2025 Entruity Wealth LLC121,499$5.91M5.9%N/A0.125%
2/13/2025 Manhattan West Asset Management LLC93,789$4.57M1.2%-22.0%0.097%
2/13/2025 Rockefeller Capital Management L.P.127,906$6.23M0.0%+6.7%0.132%
2/13/2025 Advisory Services Network LLC57,400$2.79M0.1%-16.8%0.059%
2/13/2025 Renaissance Technologies LLC227,700$11.08M0.0%+46.7%0.235%
2/13/2025 Concentrum Wealth Management15,799$769K0.3%-23.7%0.016%
2/13/2025 Cerity Partners LLC393,667$19.16M0.0%+2.8%0.406%
2/13/2025 Wedbush Securities Inc.39,336$1.91M0.1%-12.5%0.041%
2/13/2025 Envestnet Asset Management Inc.968,474$47.14M0.0%-0.6%0.999%
2/13/2025 Perennial Investment Advisors LLC28,890$1.41M0.2%+24.0%0.030%
2/13/2025 Wells Fargo & Company MN4,853,287$236.21M0.1%+2.8%5.006%
2/12/2025 Treynor Bancshares Inc.11,179$544K0.6%-55.8%0.012%
2/12/2025 OLD Mission Capital LLC18,633$907K0.0%N/A0.019%
2/12/2025 StoneX Group Inc.29,206$1.42M0.1%+4.3%0.030%
2/12/2025 Summit Financial LLC27,245$1.33M0.0%+22.2%0.028%
2/12/2025 FSB Premier Wealth Management Inc.55,587$2.71M1.1%+20.0%0.057%
2/12/2025 BlueChip Wealth Advisors LLC27,197$1.32M0.7%-19.5%0.028%
2/12/2025 Tucker Asset Management LLC2,792$136K0.0%+46.3%0.003%
2/12/2025 Maridea Wealth Management LLC15,903$774K0.2%N/A0.016%
2/12/2025 Orion Portfolio Solutions LLC48,205$2.35M0.0%+2.3%0.050%
2/12/2025 Blair William & Co. IL1,211$59K0.0%-26.2%0.001%
2/12/2025 Moment Partners LLC5,563$271K0.1%N/A0.006%
2/12/2025 JPMorgan Chase & Co.97,600$4.75M0.0%-22.0%0.101%
2/12/2025 Tyler Stone Wealth Management21,251$1.03M0.2%+31.4%0.022%
2/12/2025 Core Wealth Partners LLC25,773$1.25M0.7%+6.8%0.027%
2/12/2025 Morey & Quinn Wealth Partners LLC13,767$670K0.6%N/A0.014%
2/11/2025 LPL Financial LLC9,269,354$451.14M0.2%+8.3%9.561%
2/11/2025 Mosley Wealth Management4,812$234K0.1%-4.2%0.005%
2/11/2025 Condor Capital Management325,012$15.82M1.4%+3.8%0.335%
2/11/2025 TAP Consulting LLC255,496$12.44M2.5%-1.4%0.264%
2/10/2025 SSI Investment Management LLC100,106$4.87M0.4%-27.3%0.103%
2/10/2025 Axxcess Wealth Management LLC21,759$1.06M0.0%+7.6%0.022%
2/10/2025 Clearwater Capital Advisors LLC723,979$35.24M3.4%+10.5%0.747%
2/10/2025 Arbor Capital Management Inc. ADV8,162$397K0.4%+32.5%0.008%
2/10/2025 Creative Financial Designs Inc. ADV11,393$555K0.0%+10.8%0.012%
2/10/2025 Harbour Investments Inc.331,522$16.14M0.5%+4.2%0.342%
2/10/2025 Envestnet Portfolio Solutions Inc.185,204$9.01M0.0%+6.5%0.191%
2/10/2025 Commonwealth Equity Services LLC822,928$40.05M0.1%+31.0%0.849%
2/10/2025 HBK Sorce Advisory LLC6,205$302K0.0%-5.4%0.006%
2/10/2025 Avantax Advisory Services Inc.304,353$14.81M0.1%+20.8%0.314%
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2/10/2025 Farther Finance Advisors LLC17,325$843K0.0%+9.8%0.018%
2/7/2025 PFG Advisors15,938$776K0.0%+104.3%0.016%
2/7/2025 HighTower Advisors LLC366,120$17.82M0.0%+4.8%0.378%
2/7/2025 Prosperity Financial Group Inc.138,317$6.73M3.4%+32.9%0.143%
2/7/2025 Endowment Wealth Management Inc.40,511$1.97M1.3%+17.7%0.042%
2/7/2025 Independent Advisor Alliance365,461$17.79M0.2%+150.8%0.377%
2/7/2025 NBT Bank N A NY7,791$379K0.0%-13.1%0.008%
2/7/2025 Ashton Thomas Private Wealth LLC106,529$5.19M0.2%+37.6%0.110%
2/6/2025 Vestmark Advisory Solutions Inc.168,698$8.21M0.3%+25.8%0.174%
2/6/2025 Bellevue Asset Management LLC163,173$7.94M4.1%-3.2%0.169%
(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, 485 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 373 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 31,977,613 shares in the last 24 months. This purchase volume represents approximately $1.77B 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: 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 19,189,459 shares in the last 24 months. This volume of shares sold represents approximately $1.04B in transactions.


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This page (NASDAQ:LMBS) was last updated on 2/22/2025 by MarketBeat.com Staff
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