First Trust Low Duration OppLMBSETF
13F holders, Q1 2024 (March 31)373holders
2famous investors
$48.24avg. 13F price*
At the end of Q1 2024, 373 institutions reported holding First Trust Low Duration Opp (LMBS) in their 13F filings. The largest holders were Morgan Stanley ($578.5M), LPL Financial LLC ($341.7M) and Wells Fargo & Company ($229.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $30.6M |
| Exits | 31 | $29.8M |
Ownership 373 holders
| Morgan Stanley | 0.05% | Reduce -2.4% | 11,988,997 | $578.5M |
| LPL Financial LLC | 0.18% | Add +17.1% | 7,081,682 | $341.7M |
| Wells Fargo & Company | 0.06% | Add +7.8% | 4,749,032 | $229.1M |
| UBS Group AG | 0.06% | Add +0.4% | 3,511,086 | $169.4M |
| Royal Bank of Canada | 0.03% | Add +6.1% | 2,506,061 | $120.9M |
| Raymond James Financial Services Advisors, Inc. | 0.14% | Reduce -4.1% | 2,000,720 | $96.5M |
| Bank of America Corp. | 0.01% | Add +25.2% | 1,907,667 | $92.0M |
| First Trust Advisors LP | 0.05% | Reduce -9.5% | 991,276 | $47.8M |
| Stifel Financial Corp. | 0.05% | Reduce -2.3% | 977,496 | $47.2M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -31.7% | 948,569 | $45.8M |
| Berger Financial Group, Inc | 3.29% | Add +54.0% | 826,865 | $39.9M |
| Cetera Investment Advisers | 0.09% | Add +114.6% | 800,093 | $38.6M |
| Raymond James & Associates | 0.02% | Reduce -5.5% | 753,726 | $36.4M |
| Osaic Holdings, Inc. | 0.08% | Reduce -31.6% | 697,338 | $33.7M |
| Csenge Advisory Group | 1.85% | Add +7.4% | 685,251 | $33.1M |
| Commonwealth Equity Services, LLC | 0.05% | Add +11.0% | 624,438 | $30.1M |
| Concurrent Investment Advisors, LLC | 1.22% | Add +21.5% | 622,491 | $30.0M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +50.8% | 619,402 | $29.9M |
| American Financial Advisors, LLC | 3.65% | Add +0.2% | 536,879 | $25.9M |
| Trilogy Capital Inc. | 1.31% | Add +2194.1% | 471,010 | $22.7M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +19.2% | 462,101 | $22.3M |
| Renaissance Technologies | 0.03% | Add +49.1% | 451,400 | $21.8M |
| Stephens Inc. | 0.31% | Reduce -0.8% | 408,002 | $19.7M |
| Searcy Financial Services Inc. | 9.33% | Reduce -6.2% | 379,817 | $18.3M |
| Baird Financial Group, Inc. | 0.04% | Reduce -1.8% | 350,875 | $16.9M |
| HighTower Advisors, LLC | 0.03% | Reduce -13.0% | 344,012 | $16.6M |
| Obermeyer Wealth Partners | 0.90% | Reduce -3.2% | 316,106 | $15.3M |
| TD Capital Management LLC | 1.59% | Add +2.4% | 308,597 | $14.9M |
| Cerity Partners LLC | 0.04% | Add +42.4% | 304,570 | $14.7M |
| TL Private Wealth | 7.23% | Reduce -1.7% | 304,795 | $14.6M |
| IFP Advisors, Inc | 0.63% | Add +26.9% | 298,500 | $14.4M |
| Private Advisor Group, LLC | 0.10% | Reduce -1.7% | 293,076 | $14.1M |
| ERn Financial, LLC | 2.43% | Add +5.7% | 290,236 | $14.0M |
| Condor Capital Management | 1.33% | Add +21.8% | 282,739 | $13.6M |
| Inspirion Wealth Advisors, LLC | 2.18% | Reduce -30.8% | 272,811 | $13.2M |
| AE Wealth Management LLC | 0.15% | Reduce -13.3% | 268,431 | $13.0M |
| Financial Planning & Information Services, Inc. | 1.94% | Reduce -1.2% | 267,909 | $12.9M |
| Janney Montgomery Scott LLC | 0.04% | Add +14.5% | 265,375 | $12.8M |
| Truist Financial Corp. | 0.02% | Reduce -10.0% | 265,041 | $12.8M |
| Financial Advocates Investment Management | 0.73% | Add +77.5% | 260,638 | $12.6M |
| Clifford Swan Investment Counsel LLC | 0.46% | Add +5.5% | 256,309 | $12.4M |
| Weitzel Financial Services, Inc. | 6.21% | Reduce -3.0% | 256,075 | $12.3M |
| TAP Consulting, LLC | 2.68% | Reduce -9.3% | 252,099 | $12.2M |
| Prism Advisors, Inc. | 3.65% | Add +17.9% | 251,667 | $12.1M |
| Harbour Investments, Inc. | 0.41% | Add +22.6% | 240,298 | $11.6M |
| Stratos Wealth Advisors, LLC | 0.68% | Add +3.3% | 239,027 | $11.5M |
| RiverTree Advisors, LLC | 7.55% | Reduce -1.1% | 232,924 | $11.2M |
| Heck Capital Advisors, LLC | 1.71% | Reduce -21.3% | 232,766 | $11.2M |
| Financial Enhancement Group LLC | 1.83% | Reduce -59.0% | 232,820 | $11.1M |
| Darwin Wealth Management, LLC | 3.09% | Reduce -3.7% | 229,924 | $11.1M |
| Petix & Botte Co | 2.73% | Reduce -50.8% | 227,463 | $11.0M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -15.5% | 227,234 | $11.0M |
| Sweet Financial Partners, LLC | 2.53% | New | 226,722 | $10.9M |
| Prospera Financial Services Inc | 0.32% | Add +20.5% | 225,567 | $10.9M |
| Kestra Private Wealth Services, LLC | 0.24% | Reduce -11.5% | 224,364 | $10.8M |
| Aaron Wealth Advisors LLC | 1.50% | Reduce -18.8% | 216,968 | $10.5M |
| Ameritas Advisory Services, LLC | 0.42% | Add +5.9% | 210,320 | $10.1M |
| EWG Elevate Inc. | 3.84% | Add +5.2% | 209,050 | $10.1M |
| Avantax Advisory Services, Inc. | 0.08% | Reduce -4.2% | 192,885 | $9.3M |
| Kingsview Wealth Management, LLC | 0.23% | Reduce -6.0% | 189,900 | $9.2M |
| Composition Wealth, LLC | 0.23% | Add +16.4% | 189,058 | $9.1M |
| MML Investors Services, LLC | 0.04% | Reduce -8.9% | 179,244 | $8.6M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -2.6% | 177,567 | $8.6M |
| Atwood & Palmer Inc. | 0.64% | Add +2025.0% | 175,740 | $8.5M |
| Walkner Condon Financial Advisors LLC | 1.79% | Reduce -16.7% | 174,907 | $8.4M |
| Comerica Bank | 0.04% | Add +6.9% | 171,415 | $8.3M |
| Sigma Planning Corp | 0.26% | Add +78.4% | 168,822 | $8.1M |
| NewEdge Advisors, LLC | 0.07% | Add +23.8% | 167,253 | $8.1M |
| PFS Partners, LLC | 5.46% | Add +9.6% | 167,219 | $8.1M |
| Atlas Private Wealth Management, LLC | 3.24% | Add +1.0% | 159,628 | $7.7M |
| TBH Global Asset Management, LLC | 1.47% | Reduce -15.0% | 152,230 | $7.3M |
| Stratos Wealth Partners, LTD. | 0.12% | Reduce -4.3% | 148,068 | $7.1M |
| Friedenthal Financial | 4.20% | Add +180.5% | 141,443 | $6.8M |
| Ssi Investment Management LLC | 2.67% | Add +0.2% | 139,589 | $6.7M |
| LexAurum Advisors, LLC | 1.70% | Reduce -1.6% | 138,883 | $6.7M |
| Assetmark, Inc. | 0.02% | Add +32.6% | 137,363 | $6.6M |
| EdgeRock Capital LLC | 5.23% | Add +0.2% | 136,047 | $6.6M |
| Manhattan West Asset Management, LLC | 1.55% | Add +15.8% | 134,125 | $6.5M |
| Independent Advisor Alliance | 0.23% | Add +16.6% | 132,885 | $6.4M |
| TCP Asset Management, LLC | 1.63% | Add +31.7% | 127,951 | $6.2M |
| Ameritas Investment Partners, Inc. | 0.21% | Add +7.4% | 126,532 | $6.1M |
| Grove Bank & Trust | 1.02% | Add +9.7% | 125,482 | $6.1M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -13.7% | 121,803 | $5.9M |
| D.A. Davidson & Co. | 0.05% | Add +7.5% | 121,801 | $5.9M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -6.1% | 118,241 | $5.7M |
| Lunt Capital Management, Inc. | 2.79% | Add +4.7% | 116,702 | $5.6M |
| Prosperity Financial Group, Inc. | 3.32% | New | 111,555 | $5.4M |
| Visionary Wealth Advisors | 0.36% | Add +2.6% | 109,834 | $5.3M |
| Citigroup Inc. | 0.01% | Add +16.0% | 104,941 | $5.1M |
| Alpha Financial Advisors, LLC | 2.14% | Add +1.7% | 94,107 | $4.5M |
| Clear Creek Financial Management, LLC | 0.57% | Add +32.3% | 92,979 | $4.5M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -20.1% | 89,373 | $4.3M |
| Snowden Capital Advisors LLC | 0.14% | Reduce -20.9% | 89,259 | $4.3M |
| Midwest Financial Group LLC | 2.86% | Reduce -0.8% | 88,223 | $4.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.06% | Add +3.7% | 81,240 | $3.9M |
| Iams Wealth Management, LLC | 2.20% | Add +7.5% | 74,981 | $3.6M |
| WR Wealth Planners, LLC | 1.09% | Add +3.4% | 72,579 | $3.5M |
| Silver Oak Securities, Incorporated | 0.53% | Reduce -8.8% | 72,220 | $3.5M |
| Boston Financial Mangement LLC | 0.10% | Add +16.2% | 68,272 | $3.3M |
| Dominguez Wealth Management Solutions, Inc. | 2.49% | Add +3.4% | 65,471 | $3.2M |
"% 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.