First Trust Low Duration OppLMBSETF
13F holders, Q2 2026 (June 30)457holders +11
40new positions
23sold out
2famous investors
$49.73avg. 13F price*
At the end of Q2 2026, 457 institutions reported holding First Trust Low Duration Opp (LMBS) in their 13F filings, up 11 from Q1 2026. 40 opened new positions and 23 sold out. The largest holders were Morgan Stanley ($784.0M), LPL Financial LLC ($684.5M) and Wells Fargo & Company ($284.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- First Trust Low Duration Opp
- CUSIP
- 33739Q200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $47.8M |
| Exits | 23 | $38.3M |
All 13F filers, Q1 2026 → Q2 2026: 7,527,153 shares bought and 2,544,083 shares sold, net +4,983,070 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 457 holders
| Morgan Stanley | 0.04% | Add +2.6% | 15,749,351 | $784.0M |
| LPL Financial LLC | 0.15% | Add +11.4% | 13,749,810 | $684.5M |
| Wells Fargo & Company | 0.05% | Reduce -1.3% | 5,707,317 | $284.1M |
| UBS Group AG | 0.04% | Add +4.8% | 4,963,253 | $247.1M |
| Raymond James Financial Inc. | 0.06% | Add +4.1% | 4,275,132 | $212.8M |
| Royal Bank of Canada | 0.03% | Add +3.6% | 3,358,268 | $167.2M |
| Cetera Investment Advisers | 0.12% | Add +7.3% | 2,737,725 | $136.3M |
| HighTower Advisors, LLC | 0.10% | Add +12.9% | 2,112,029 | $105.1M |
| Bank of America Corp. | 0.01% | Add +1.5% | 2,030,760 | $101.1M |
| First Trust Advisors LP | 0.05% | Add +19.7% | 1,820,529 | $90.6M |
| Commonwealth Equity Services, LLC | 0.10% | Add +5.1% | 1,533,711 | $76.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +10.6% | 1,351,222 | $67.3M |
| Concurrent Investment Advisors, LLC | 0.56% | Reduce -7.7% | 1,315,350 | $65.5M |
| Berger Financial Group, Inc | 2.90% | Add +1.0% | 1,139,455 | $56.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +15.5% | 1,019,474 | $50.7M |
| Clearwater Capital Advisors, LLC | 3.47% | Add +4.7% | 952,240 | $47.4M |
| Harvest Investment Services, LLC | 6.94% | Add +0.7% | 902,106 | $44.9M |
| Csenge Advisory Group | 1.83% | Add +8.2% | 901,794 | $44.9M |
| Jones Financial Companies LLLP | 0.02% | Add +24.3% | 799,678 | $39.8M |
| Osaic Holdings, Inc. | 0.04% | Add +10.1% | 762,206 | $38.0M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +1.2% | 749,561 | $37.3M |
| Harbour Investments, Inc. | 0.48% | Reduce -1.6% | 718,902 | $35.8M |
| Stifel Financial Corp. | 0.03% | Reduce -4.0% | 678,374 | $33.8M |
| Assetmark, Inc. | 0.06% | Reduce -2.1% | 643,298 | $32.0M |
| Aaron Wealth Advisors LLC | 1.57% | Add +1.6% | 619,993 | $30.9M |
| Trilogy Capital Inc. | 1.12% | Add +3.0% | 574,767 | $28.6M |
| Private Advisor Group, LLC | 0.13% | Reduce -2.6% | 569,240 | $28.3M |
| Heck Capital Advisors, LLC | 1.66% | Add +6.0% | 559,940 | $27.9M |
| Prospera Financial Services Inc | 0.38% | Reduce -2.3% | 524,477 | $26.1M |
| &partners | 0.11% | Add +31.0% | 521,063 | $25.9M |
| Integrated Wealth Concepts LLC | 0.16% | Add +12.9% | 504,821 | $25.1M |
| Vestmark Advisory Solutions, Inc. | 0.23% | Add +15.7% | 482,534 | $24.0M |
| Walkner Condon Financial Advisors LLC | 2.71% | Add +8.5% | 471,806 | $23.5M |
| Baird Financial Group, Inc. | 0.03% | Reduce -8.9% | 469,054 | $23.3M |
| W1M Asset Management Ltd | 0.21% | Add +20.1% | 455,785 | $22.7M |
| Brookstone Capital Management | 0.22% | Reduce -0.8% | 448,829 | $22.3M |
| Cerity Partners LLC | 0.03% | Reduce -2.9% | 423,154 | $21.1M |
| Searcy Financial Services Inc. | 7.04% | Reduce -3.5% | 421,868 | $21.0M |
| Inspirion Wealth Advisors, LLC | 2.39% | Add +6.3% | 420,465 | $20.9M |
| NewEdge Advisors, LLC | 0.06% | Add +3.6% | 403,638 | $20.1M |
| Carrera Capital Advisors | 2.76% | Add +5.6% | 373,946 | $18.6M |
| Kestra Private Wealth Services, LLC | 0.19% | Reduce -13.0% | 352,904 | $17.6M |
| TL Private Wealth | 6.39% | Add +4.2% | 351,110 | $17.4M |
| TD Capital Management LLC | 1.41% | Add +10.0% | 346,384 | $17.2M |
| American Financial Advisors, LLC | 2.05% | Reduce -0.6% | 341,860 | $17.0M |
| Fairvoy Private Wealth, LLC | 3.38% | Add +6.7% | 336,370 | $16.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +4.3% | 332,148 | $16.5M |
| Truist Financial Corp. | 0.02% | Add +26.6% | 327,531 | $16.3M |
| Prism Advisors, Inc. | 3.83% | Add +1.6% | 316,571 | $15.8M |
| Clear Creek Financial Management, LLC | 1.00% | Reduce -1.0% | 313,206 | $15.6M |
| Kestra Advisory Services, LLC | 0.05% | Add +17.4% | 305,911 | $15.2M |
| Clifford Swan Investment Counsel LLC | 0.49% | Add +4.0% | 303,619 | $15.1M |
| Secure Asset Management, LLC | 2.08% | Add +6.8% | 296,908 | $14.8M |
| Carter Financial, LLC | 10.15% | Add +13.8% | 271,854 | $13.5M |
| IFP Advisors, Inc | 0.24% | Reduce -8.4% | 270,349 | $13.5M |
| Weitzel Financial Services, Inc. | 4.52% | Add +1.2% | 267,156 | $13.3M |
| Per Stirling Capital Management, LLC. | 1.24% | Add +11.3% | 261,396 | $13.0M |
| Redhawk Wealth Advisors, Inc. | 1.28% | Add +14.4% | 260,632 | $13.0M |
| MML Investors Services, LLC | 0.03% | Add +19.2% | 258,857 | $12.9M |
| Adamsbrown Wealth Consultants LLC | 2.43% | Add +2.5% | 258,802 | $12.9M |
| Elevation Point Wealth Partners, LLC | 0.23% | Add +35.7% | 253,730 | $12.6M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +359.1% | 244,622 | $12.2M |
| Foundations Investment Advisors, LLC | 0.12% | Add +1.5% | 242,146 | $12.1M |
| Geneos Wealth Management Inc. | 0.24% | Add +2.2% | 239,372 | $11.9M |
| PFS Partners, LLC | 4.77% | Add +5.2% | 236,514 | $11.8M |
| Axxcess Wealth Management, LLC | 0.18% | New | 230,934 | $11.5M |
| Wesbanco Bank Inc. | 0.28% | Add +9.0% | 225,332 | $11.2M |
| Ashton Thomas Private Wealth, LLC | 0.23% | Add +23.9% | 221,517 | $11.0M |
| Certified Advisory Corp | 0.88% | Add +3303.7% | 219,609 | $10.9M |
| Grove Bank & Trust | 1.08% | Add +5.3% | 219,414 | $10.9M |
| Susquehanna International Group, LLP | 0.01% | Add +57.0% | 217,699 | $10.8M |
| Citigroup Inc. | 0.01% | Add +14.0% | 215,629 | $10.7M |
| Ameritas Investment Partners, Inc. | 0.29% | Add +5.8% | 215,502 | $10.7M |
| Wealth Enhancement Trust Services, Inc. | 1.15% | Add +9.8% | 208,640 | $10.4M |
| D.A. Davidson & Co. | 0.06% | Add +17.4% | 208,620 | $10.4M |
| Petix & Botte Co | 2.08% | Add +94.5% | 207,621 | $10.3M |
| Mainsail Financial Group, LLC | 3.38% | Add +29.7% | 200,002 | $10.0M |
| LexAurum Advisors, LLC | 1.12% | Add +5.0% | 193,250 | $9.6M |
| Darwin Wealth Management, LLC | 2.62% | Add +3.4% | 192,500 | $9.6M |
| TCP Asset Management, LLC | 1.07% | Add +9.5% | 188,811 | $9.4M |
| Farther Finance Advisors, LLC | 0.07% | Add +0.4% | 185,519 | $9.2M |
| Fifth Third Bancorp | 0.01% | Reduce -6.3% | 183,745 | $9.1M |
| Bellevue Asset Management, LLC | 4.13% | Reduce -7.2% | 179,754 | $8.9M |
| Centennial Wealth Advisory LLC | 1.88% | Reduce -30.2% | 175,229 | $8.7M |
| Arax Advisory Partners | 0.06% | Add +169.0% | 173,123 | $8.6M |
| Jane Street Group, LLC | 0.01% | Add +95.1% | 169,635 | $8.4M |
| Ameritas Advisory Services, LLC | 0.17% | Add +58.5% | 165,085 | $8.2M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -9.4% | 164,855 | $8.2M |
| Stephens Inc. | 0.09% | Add +0.2% | 163,049 | $8.1M |
| EdgeRock Capital LLC | 1.69% | Add +4.1% | 150,044 | $7.5M |
| IMA Advisory Services, Inc. | 0.47% | Add +5.3% | 149,848 | $7.5M |
| MRA Advisory Group | 2.68% | Add +1.8% | 148,202 | $7.4M |
| Fairway Financial, LLC | 4.96% | Add +2.6% | 145,852 | $7.3M |
| Mutual Advisors, LLC | 0.13% | Reduce -15.1% | 143,639 | $7.2M |
| Snowden Capital Advisors LLC | 0.17% | Add +6.9% | 141,131 | $7.0M |
| RFG Advisory, LLC | 0.11% | Add +16.1% | 139,646 | $7.0M |
| Mgo One Seven LLC | 0.11% | Reduce -1.0% | 139,177 | $6.9M |
| Lunt Capital Management, Inc. | 2.51% | Reduce -1.3% | 137,684 | $6.9M |
| Citadel Advisors | 0.00% | New | 137,190 | $6.8M |
| Genesis Private Wealth, LLC | 1.90% | Add +3.6% | 135,807 | $6.8M |
"% of holder's portfolio" is LMBS's weight in each manager's 13F, not the share of First Trust Low Duration Opp the manager owns.