First Trust Low Duration OppLMBSETF
13F holders, Q2 2024 (June 30)388holders +15
37new positions
24sold out
2famous investors
$47.98avg. 13F price*
At the end of Q2 2024, 388 institutions reported holding First Trust Low Duration Opp (LMBS) in their 13F filings, up 15 from Q1 2024. 37 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($574.1M), LPL Financial LLC ($366.7M) and Wells Fargo & Company ($223.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $52.0M |
| Exits | 24 | $10.1M |
All 13F filers, Q1 2024 → Q2 2024: 4,752,736 shares bought and 3,059,212 shares sold, net +1,693,524 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 388 holders
| Morgan Stanley | 0.04% | Reduce -0.3% | 11,947,939 | $574.1M |
| LPL Financial LLC | 0.18% | Add +7.8% | 7,631,699 | $366.7M |
| Wells Fargo & Company | 0.06% | Reduce -1.9% | 4,657,621 | $223.8M |
| UBS Group AG | 0.05% | Add +3.4% | 3,629,489 | $174.4M |
| Royal Bank of Canada | 0.03% | Reduce -0.5% | 2,493,363 | $119.8M |
| Raymond James Financial Services Advisors, Inc. | 0.14% | Add +0.5% | 2,011,574 | $96.7M |
| Bank of America Corp. | 0.01% | Reduce -29.9% | 1,336,580 | $64.2M |
| First Trust Advisors LP | 0.06% | Add +20.9% | 1,198,511 | $57.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +1.6% | 964,019 | $46.3M |
| Cetera Investment Advisers | 0.10% | Add +17.5% | 940,225 | $45.2M |
| Stifel Financial Corp. | 0.05% | Reduce -11.3% | 867,184 | $41.7M |
| Berger Financial Group, Inc | 3.26% | Add +2.8% | 850,192 | $40.9M |
| Raymond James & Associates | 0.02% | Add +1.4% | 763,874 | $36.7M |
| Concurrent Investment Advisors, LLC | 1.12% | Add +13.1% | 704,129 | $33.8M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +12.7% | 698,281 | $33.6M |
| Csenge Advisory Group | 1.90% | Add +1.6% | 696,529 | $33.5M |
| Commonwealth Equity Services, LLC | 0.05% | Add +9.1% | 680,966 | $32.7M |
| Osaic Holdings, Inc. | 0.07% | Reduce -9.3% | 632,309 | $30.4M |
| Brookstone Capital Management | 0.38% | Add +2052.6% | 471,136 | $22.9M |
| Trilogy Capital Inc. | 1.22% | Reduce -1.1% | 465,840 | $22.4M |
| Petix & Botte Co | 6.15% | Add +98.5% | 451,574 | $21.7M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -2.7% | 449,695 | $21.6M |
| Stephens Inc. | 0.29% | Reduce -3.2% | 394,791 | $19.0M |
| Searcy Financial Services Inc. | 9.35% | Add +2.6% | 389,900 | $18.7M |
| Baird Financial Group, Inc. | 0.04% | Add +8.4% | 380,468 | $18.3M |
| American Financial Advisors, LLC | 2.49% | Reduce -32.2% | 363,945 | $17.5M |
| Prospera Financial Services Inc | 0.46% | Add +53.1% | 345,465 | $16.6M |
| HighTower Advisors, LLC | 0.03% | Reduce -0.4% | 342,621 | $16.5M |
| TD Capital Management LLC | 1.71% | Add +10.0% | 339,453 | $16.3M |
| Cerity Partners LLC | 0.04% | Add +1.1% | 307,806 | $14.8M |
| TL Private Wealth | 6.66% | Reduce -0.7% | 302,827 | $14.7M |
| Renaissance Technologies | 0.02% | Reduce -33.4% | 300,558 | $14.4M |
| Condor Capital Management | 1.37% | Add +5.7% | 298,787 | $14.4M |
| Obermeyer Wealth Partners | 0.81% | Reduce -6.4% | 295,876 | $14.2M |
| JPMorgan Chase & Co. | 0.00% | Add +1478.5% | 282,855 | $13.6M |
| AE Wealth Management LLC | 0.14% | Add +5.0% | 281,809 | $13.5M |
| Inspirion Wealth Advisors, LLC | 2.03% | Add +1.1% | 275,894 | $13.3M |
| Financial Planning & Information Services, Inc. | 2.00% | Add +1.9% | 272,956 | $13.1M |
| Harbour Investments, Inc. | 0.43% | Add +11.6% | 268,105 | $12.9M |
| Integrated Wealth Concepts LLC | 0.17% | Add +195.5% | 264,133 | $12.7M |
| TAP Consulting, LLC | 2.66% | Add +4.2% | 262,664 | $12.6M |
| Prism Advisors, Inc. | 3.82% | Add +4.2% | 262,188 | $12.6M |
| Truist Financial Corp. | 0.02% | Reduce -4.4% | 253,477 | $12.2M |
| Weitzel Financial Services, Inc. | 6.04% | Reduce -1.5% | 252,255 | $12.1M |
| Kestra Advisory Services, LLC | 0.07% | Add +10.5% | 251,094 | $12.1M |
| NewEdge Advisors, LLC | 0.09% | Add +46.1% | 244,360 | $11.7M |
| Financial Enhancement Group LLC | 1.86% | Add +1.4% | 236,083 | $11.5M |
| Win Advisors, Inc. | 5.14% | New | 239,815 | $11.5M |
| Heck Capital Advisors, LLC | 1.40% | Add +0.4% | 233,717 | $11.2M |
| Clifford Swan Investment Counsel LLC | 0.42% | Reduce -9.1% | 233,059 | $11.2M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -13.2% | 230,354 | $11.1M |
| RiverTree Advisors, LLC | 7.56% | Reduce -1.1% | 230,259 | $11.1M |
| Sweet Financial Partners, LLC | 2.52% | Add +1.2% | 229,439 | $11.0M |
| Darwin Wealth Management, LLC | 5.32% | Reduce -3.0% | 223,139 | $10.7M |
| Kestra Private Wealth Services, LLC | 0.21% | Reduce -2.3% | 219,136 | $10.5M |
| EWG Elevate Inc. | 3.83% | Add +4.3% | 218,045 | $10.5M |
| Private Advisor Group, LLC | 0.07% | Reduce -26.1% | 216,708 | $10.4M |
| Aaron Wealth Advisors LLC | 1.43% | Reduce -1.0% | 214,889 | $10.3M |
| Atwood & Palmer Inc. | 0.77% | Add +19.9% | 210,715 | $10.1M |
| Avantax Advisory Services, Inc. | 0.07% | Add +7.8% | 208,032 | $10.0M |
| Walkner Condon Financial Advisors LLC | 2.12% | Add +16.7% | 204,068 | $9.8M |
| Ameritas Advisory Services, LLC | 0.37% | Reduce -4.2% | 201,542 | $9.7M |
| Composition Wealth, LLC | 0.23% | Add +5.4% | 199,236 | $9.6M |
| Kingsview Wealth Management, LLC | 0.22% | Add +0.0% | 189,943 | $9.1M |
| MML Investors Services, LLC | 0.04% | Add +4.0% | 186,373 | $9.0M |
| Comerica Bank | 0.03% | Add +1.5% | 173,987 | $8.4M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -3.2% | 171,942 | $8.3M |
| Focus Partners Wealth | 0.03% | New | 171,763 | $8.3M |
| PFS Partners, LLC | 5.11% | Add +0.7% | 168,414 | $8.1M |
| MRA Advisory Group | 4.51% | Add +997.4% | 164,067 | $7.9M |
| Sigma Planning Corp | 0.25% | Reduce -2.9% | 163,898 | $7.9M |
| Assetmark, Inc. | 0.02% | Add +18.1% | 162,281 | $7.8M |
| Stratos Wealth Partners, LTD. | 0.12% | Add +3.4% | 153,146 | $7.4M |
| Susquehanna International Group, LLP | 0.01% | New | 152,690 | $7.3M |
| LexAurum Advisors, LLC | 1.77% | Add +7.4% | 149,170 | $7.2M |
| EdgeRock Capital LLC | 5.17% | Add +2.2% | 139,060 | $6.7M |
| Ssi Investment Management LLC | 2.62% | Reduce -1.1% | 138,038 | $6.6M |
| Ameritas Investment Partners, Inc. | 0.23% | Add +9.0% | 137,894 | $6.6M |
| Independent Advisor Alliance | 0.23% | Add +3.5% | 137,477 | $6.6M |
| TCP Asset Management, LLC | 1.61% | Add +3.3% | 132,108 | $6.3M |
| Citigroup Inc. | 0.01% | Add +25.5% | 131,728 | $6.3M |
| IFP Advisors, Inc | 0.25% | Reduce -56.4% | 130,020 | $6.2M |
| D.A. Davidson & Co. | 0.05% | Add +2.9% | 125,332 | $6.0M |
| Grove Bank & Trust | 0.94% | Reduce -2.6% | 122,274 | $5.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +0.3% | 122,145 | $5.9M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +0.9% | 119,269 | $5.7M |
| Jane Street Group, LLC | 0.01% | New | 118,580 | $5.7M |
| Lunt Capital Management, Inc. | 2.80% | Add +1.2% | 118,137 | $5.7M |
| Visionary Wealth Advisors | 0.36% | Add +5.0% | 115,347 | $5.5M |
| Stratos Wealth Advisors, LLC | 0.26% | Reduce -54.1% | 109,720 | $5.3M |
| Manhattan West Asset Management, LLC | 1.42% | Reduce -18.6% | 109,127 | $5.2M |
| Clear Creek Financial Management, LLC | 0.60% | Add +11.0% | 103,213 | $5.0M |
| Prosperity Financial Group, Inc. | 2.96% | Reduce -12.7% | 97,441 | $4.7M |
| TBH Global Asset Management, LLC | 0.99% | Reduce -38.8% | 93,197 | $4.5M |
| Alpha Financial Advisors, LLC | 2.14% | Reduce -1.6% | 92,550 | $4.4M |
| Midwest Financial Group LLC | 2.77% | Add +2.6% | 90,519 | $4.3M |
| James J. Burns & Company, LLC | 0.84% | Add +100.3% | 88,484 | $4.3M |
| Snowden Capital Advisors LLC | 0.13% | Reduce -0.9% | 88,427 | $4.2M |
| Vestmark Advisory Solutions, Inc. | 0.17% | Add +342.5% | 86,988 | $4.2M |
| Migdal Insurance & Financial Holdings Ltd. | 0.07% | Add +3.3% | 83,899 | $4.0M |
"% 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.