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 |
| Boston Financial Mangement LLC | 0.12% | Add +16.1% | 79,280 | $3.8M |
| WR Wealth Planners, LLC | 1.11% | Add +4.0% | 75,457 | $3.6M |
| Braun-Bostich & Associates Inc. | 2.60% | New | 72,652 | $3.5M |
| Silver Oak Securities, Incorporated | 0.52% | Reduce -0.1% | 72,184 | $3.5M |
| Mainsail Financial Group, LLC | 2.02% | Add +33.5% | 71,583 | $3.4M |
| Financial Advocates Investment Management | 0.21% | Reduce -73.0% | 70,452 | $3.4M |
| Advisory Services Network, LLC | 0.07% | Add +6.3% | 69,003 | $3.3M |
| Dominguez Wealth Management Solutions, Inc. | 2.40% | Add +1.1% | 66,198 | $3.2M |
| Treynor Bancshares, Inc. | 3.21% | Add +9.0% | 63,918 | $3.1M |
| Benjamin F. Edwards & Company, Inc. | 0.05% | Reduce -3.1% | 63,341 | $3.0M |
| Arete Wealth Advisors, LLC | 0.25% | Add +5.1% | 63,044 | $3.0M |
| Keystone Wealth Services, LLC | 0.93% | Add +2.0% | 61,916 | $3.0M |
| Per Stirling Capital Management, LLC. | 0.48% | New | 61,908 | $3.0M |
| Debussy Capital Management LP | 0.82% | Reduce -0.2% | 59,981 | $2.9M |
| Virtue Capital Management, LLC | 0.48% | Reduce -1.5% | 58,397 | $2.8M |
| Central Pacific Bank - Trust Division | 0.34% | Reduce -2.3% | 57,150 | $2.7M |
| Friedenthal Financial | 1.70% | Reduce -60.0% | 56,639 | $2.7M |
| Good Life Advisors, LLC | 0.22% | Add +0.6% | 56,111 | $2.7M |
| Old Mission Capital LLC | 0.07% | Add +222.5% | 55,475 | $2.7M |
| NewEdge Wealth, LLC | 0.06% | Reduce -1.7% | 53,571 | $2.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.6% | 51,841 | $2.5M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -12.1% | 51,407 | $2.5M |
| Sanctuary Advisors, LLC | 0.02% | — | 51,082 | $2.4M |
| Cottonwood Capital Advisors, LLC | 1.90% | Reduce -6.0% | 50,231 | $2.4M |
| DAVENPORT & Co LLC | 0.02% | Reduce -7.6% | 50,176 | $2.4M |
| Centennial Wealth Advisory LLC | 1.03% | Add +2.6% | 49,681 | $2.4M |
| Flaharty Asset Management, LLC | 0.35% | Reduce -9.2% | 49,066 | $2.4M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -10.6% | 49,052 | $2.4M |
| Trivium Point Advisory, LLC | 0.35% | New | 48,679 | $2.3M |
| Destiny Wealth Partners, LLC | 0.42% | Reduce -2.1% | 48,592 | $2.3M |
| Iams Wealth Management, LLC | 1.26% | Reduce -36.1% | 47,918 | $2.3M |
| Wedbush Securities Inc. | 0.08% | Reduce -12.0% | 47,483 | $2.3M |
| Cwm, LLC | 0.01% | Add +108.1% | 46,902 | $2.3M |
| Pine Valley Investments Ltd Liability Co | 0.16% | Reduce -4.0% | 46,319 | $2.2M |
| First Hawaiian Bank | 0.07% | No change | 45,435 | $2.2M |
| Oppenheimer & Co. Inc. | 0.03% | Add +3.5% | 45,426 | $2.2M |
| Park Avenue Securities LLC | 0.03% | Reduce -2.2% | 45,406 | $2.2M |
| Elevated Capital Advisors, LLC | 0.61% | Reduce -5.9% | 45,383 | $2.2M |
| Foundations Investment Advisors, LLC | 0.05% | Add +10.1% | 44,423 | $2.1M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Add +11.3% | 42,601 | $2.0M |
| Mariner, LLC | 0.00% | Add +2.9% | 42,490 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +5.6% | 41,625 | $2.0M |
| Capital Analysts, LLC | 0.09% | Add +1.6% | 40,441 | $1.9M |
| City Holding Co. | 0.29% | Add +0.8% | 40,370 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +18.6% | 39,905 | $1.9M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +18.6% | 39,905 | $1.9M |
| KOM Wealth Management Group, LLC | 1.78% | Add +4.3% | 39,654 | $1.9M |
| FSB Premier Wealth Management, Inc. | 0.82% | Add +4.8% | 37,995 | $1.8M |
| BlueChip Wealth Advisors LLC | 1.05% | Reduce -2.9% | 37,112 | $1.8M |
| Cornell Pochily Investment Advisors, Inc. | 0.68% | Reduce -3.3% | 37,088 | $1.8M |
| Householder Group Estate & Retirement Specialist, LLC | 0.50% | Reduce -0.3% | 36,810 | $1.8M |
| Traction Financial Partners, LLC | 1.28% | Add +3.4% | 35,917 | $1.8M |
| Concourse Financial Group Securities, Inc. | 0.11% | Reduce -2.9% | 36,031 | $1.7M |
| CoreCap Advisors, LLC | 0.18% | Add +13.9% | 35,756 | $1.7M |
| AIFG Consultants Ltd. | 1.27% | Reduce -2.0% | 35,679 | $1.7M |
| Ifrah Financial Services, Inc. | 0.48% | Add +4.3% | 35,481 | $1.7M |
| Laidlaw Wealth Management LLC | 0.90% | Add +9.9% | 34,280 | $1.6M |
| Bigelow Investment Advisors, LLC | 0.78% | Add +8.0% | 34,076 | $1.6M |
| StoneX Group Inc. | 0.13% | Reduce -27.8% | 33,482 | $1.6M |
| Capital Investment Counsel, LLC | 0.31% | Reduce -12.5% | 32,848 | $1.6M |
| KMG Fiduciary Partners, LLC | 0.15% | Add +2.9% | 32,378 | $1.6M |
| Endowment Wealth Management, Inc. | 1.11% | Add +4.2% | 31,819 | $1.5M |
| VitalStone Financial, LLC | 1.04% | Reduce -18.0% | 29,818 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Add +3.9% | 29,082 | $1.4M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -0.1% | 28,406 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +32.5% | 28,012 | $1.3M |
| Sowell Financial Services LLC | 0.06% | New | 27,930 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +32.3% | 27,822 | $1.3M |
| Private Trust Co. NA | 0.14% | Add +19.1% | 27,667 | $1.3M |
| Arax Advisory Partners | 0.13% | Reduce -24.8% | 27,161 | $1.3M |
| Apollon Wealth Management, LLC | 0.04% | Add +29.8% | 27,125 | $1.3M |
| Faithward Advisors, LLC | 0.23% | New | 26,828 | $1.3M |
| Gentry Private Wealth, LLC | 1.13% | — | 26,643 | $1.3M |
| Integrated Advisors Network LLC | 0.07% | Reduce -2.5% | 26,545 | $1.3M |
| Richard W. Paul & Associates, LLC | 0.49% | Add +9.4% | 26,436 | $1.3M |
| Barrett & Company, Inc. | 0.57% | Add +0.0% | 26,040 | $1.3M |
| Patten Group, Inc. | 0.29% | Add +4.2% | 25,262 | $1.2M |
| Columbia Advisory Partners LLC | 1.17% | Add +34.3% | 25,052 | $1.2M |
| Perennial Investment Advisors, LLC | 0.17% | Reduce -1.9% | 25,001 | $1.2M |
| Cypress Capital Group | 0.14% | Reduce -34.1% | 24,976 | $1.2M |
| Meridian Wealth Management, LLC | 0.14% | New | 24,397 | $1.2M |
| Cedrus LLC | 0.58% | Reduce -4.1% | 24,322 | $1.2M |
| Allworth Financial LP | 0.01% | Reduce -14.8% | 23,147 | $1.1M |
| Continuum Advisory, LLC | 0.16% | Reduce -0.4% | 23,262 | $1.1M |
| Independent Financial Group, LLC | 0.04% | Add +14.7% | 22,607 | $1.1M |
| Econ Financial Services Corp | 0.67% | Add +1.5% | 22,525 | $1.1M |
| Avestar Capital, LLC | 0.11% | Reduce -6.2% | 21,631 | $1.0M |
| Triumph Capital Management | 0.40% | Reduce -2.9% | 21,218 | $1.0M |
| Perigon Wealth Management, LLC | 0.03% | New | 20,965 | $1.0M |
| Concentrum Wealth Management | 0.42% | No change | 20,699 | $995K |
| Wealth Effects LLC | 0.36% | Reduce -4.3% | 20,520 | $986K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.5% | 20,487 | $984K |
| SignalPoint Asset Management, LLC | 0.26% | Reduce -52.8% | 20,469 | $984K |
| Atria Investments, Inc | 0.01% | Reduce -58.6% | 20,087 | $965K |
| Abbot Financial Management, Inc. | 0.51% | Reduce -1.8% | 19,647 | $944K |
| International Assets Investment Management, LLC | 0.09% | Reduce -13.6% | 19,536 | $939K |
| Gateway Wealth Partners, LLC | 0.28% | Add +6.5% | 19,443 | $934K |
| Axxcess Wealth Management, LLC | 0.03% | Add +18.7% | 19,070 | $916K |
| Commerce Bank | 0.01% | New | 18,585 | $893K |
| Creative Planning | 0.00% | Reduce -26.8% | 18,244 | $877K |
| Stratos Investment Management, LLC | 0.07% | Add +50.0% | 17,890 | $860K |
| Coppell Advisory Solutions LLC | 0.14% | — | 17,488 | $840K |
| IFG Advisory, LLC | 0.05% | Add +39.1% | 17,458 | $839K |
| Lanark Financial, Inc. | 0.08% | Reduce -10.3% | 17,439 | $837K |
| 626 Financial, LLC | 0.48% | Reduce -3.4% | 17,109 | $822K |
| Stockman Wealth Management, Inc. | 0.14% | No change | 16,906 | $812K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.21% | Add +53.6% | 16,873 | $811K |
| Vishria Bird Financial Group, LLC | 0.34% | No change | 16,809 | $808K |
| Towerpoint Wealth, LLC | 0.40% | Reduce -1.7% | 16,813 | $808K |
| Bellevue Asset Management, LLC | 0.44% | Reduce -6.4% | 16,487 | $793K |
| OneDigital Investment Advisors LLC | 0.01% | Add +128.2% | 16,373 | $787K |
| Wintrust Investments LLC | 0.06% | Add +6.5% | 16,343 | $785K |
| Harvest Investment Services, LLC | 0.30% | Reduce -28.4% | 15,787 | $759K |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -1.4% | 15,748 | $757K |
| Moneywise, Inc. | 0.40% | Reduce -22.7% | 15,718 | $755K |
| Farther Finance Advisors, LLC | 0.04% | Add +691.6% | 15,531 | $745K |
| Ballew Advisors, Inc | 0.49% | Reduce -3.8% | 15,198 | $739K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -4.8% | 15,115 | $726K |
| Holistic Financial Partners | 0.35% | Reduce -8.8% | 14,502 | $697K |
| IHT Wealth Management, LLC | 0.03% | Reduce -5.4% | 14,260 | $685K |
| Mutual Advisors, LLC | 0.02% | Add +7.8% | 13,920 | $677K |
| 1776 Wealth LLC | 0.29% | No change | 13,557 | $651K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -18.4% | 13,430 | $645K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -40.5% | 13,380 | $643K |
| RFG Advisory, LLC | 0.02% | Reduce -14.7% | 13,153 | $632K |
| Raymond James Trust N.A. | 0.01% | No change | 13,050 | $627K |
| Sargent Investment Group, LLC | 0.13% | Add +27.6% | 12,935 | $622K |
| Belpointe Asset Management LLC | 0.04% | Add +4.7% | 12,838 | $617K |
| Strategic Blueprint, LLC | 0.04% | Reduce -1.9% | 12,765 | $613K |
| Focus Financial Network, Inc. | 0.03% | Reduce -2.5% | 12,332 | $601K |
| Narwhal Capital Management | 0.06% | Reduce -33.9% | 12,499 | $601K |
| Global Retirement Partners, LLC | 0.02% | Reduce -22.2% | 12,278 | $590K |
| Citadel Advisors | 0.00% | New | 12,181 | $585K |
| Mattern Wealth Management LLC | 0.14% | Reduce -45.3% | 12,000 | $577K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Add +0.9% | 11,993 | $576K |
| Valley Financial Group, Inc. | 0.41% | No change | 11,743 | $564K |
| TFB Advisors LLC | 0.18% | Reduce -5.5% | 11,694 | $562K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -19.0% | 11,667 | $561K |
| Eagle Harbor Asset Management Inc. | 0.59% | New | 11,398 | $548K |
| Principal Securities, Inc. | 0.02% | Reduce -0.1% | 11,383 | $547K |
| Beacon Financial Group | 0.06% | Reduce -22.0% | 11,216 | $539K |
| O'Connor Financial Group LLC | 0.31% | Add +0.5% | 11,164 | $536K |
| Raab & Moskowitz Asset Management LLC | 0.14% | Add +15.1% | 10,692 | $514K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -21.0% | 10,635 | $511K |
| Mgo One Seven LLC | 0.02% | Add +40.7% | 10,617 | $510K |
| BNP Paribas Financial Markets | 0.00% | Add +13.7% | 10,558 | $507K |
| Merkkuri Wealth Advisors LLC | 0.46% | — | 10,439 | $502K |
| Laraway Financial Advisors Inc | 0.42% | Add +1.2% | 10,332 | $496K |
| Acorn Wealth Advisors, LLC | 0.24% | Reduce -0.2% | 10,306 | $495K |
| GeoWealth Management, LLC | 0.02% | Add +4.3% | 10,306 | $495K |
| Arkadios Wealth Advisors | 0.03% | Add +21.2% | 10,293 | $495K |
| Insight Inv LLC | 0.42% | Add +36.5% | 10,195 | $490K |
| Maia Wealth LLC | 0.15% | — | 9,918 | $482K |
| Herold Advisors, Inc. | 0.11% | Reduce -0.3% | 9,984 | $480K |
| Creative Financial Designs Inc. | 0.04% | Add +10.1% | 9,693 | $466K |
| Chiron Capital Management, LLC | 0.44% | Add +41.2% | 9,543 | $459K |
| Summit Wealth Partners, LLC | 0.09% | Reduce -5.5% | 9,485 | $456K |
| Core Wealth Partners LLC | 0.30% | Add +10.3% | 9,165 | $440K |
| Simplicity Wealth,LLC | 0.01% | New | 9,156 | $440K |
| Pinnacle Family Advisors, LLC | 0.24% | Add +24.1% | 9,117 | $438K |
| Capital Market Strategies LLC | 0.28% | Reduce -27.2% | 9,029 | $434K |
| Tanager Wealth Management LLP | 0.06% | No change | 8,892 | $427K |
| Claro Advisors Inc. | 0.07% | Reduce -3.2% | 8,655 | $416K |
| Clarus Wealth Advisors | 0.22% | Reduce -9.4% | 8,493 | $411K |
| Family Legacy, Inc. | 0.15% | No change | 8,544 | $411K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -32.7% | 8,468 | $407K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -14.1% | 8,323 | $400K |
| NBT Bank, N.A. | 0.03% | Reduce -6.6% | 8,228 | $395K |
| &partners | 0.02% | Reduce -1.2% | 8,169 | $393K |
| Capital CS Group, LLC | 0.45% | Add +1.2% | 8,134 | $391K |
| ERn Financial, LLC | 0.06% | Reduce -97.3% | 7,900 | $380K |
| Cresset Asset Management, LLC | 0.00% | No change | 7,787 | $374K |
| Southland Equity Partners LLC | 0.10% | Reduce -4.4% | 7,649 | $368K |
| Tyler-Stone Wealth Management | 0.15% | Add +17.3% | 7,648 | $367K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -12.2% | 7,546 | $365K |
| Key Client Fiduciary Advisors, LLC | 0.18% | No change | 7,575 | $364K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -61.8% | 7,461 | $359K |
| Platform Technology Partners | 0.12% | — | 7,420 | $357K |
| Kovack Advisors, Inc. | 0.04% | New | 7,015 | $337K |
| Quad-Cities Investment Group, LLC | 0.19% | Reduce -0.0% | 6,969 | $335K |
| Rede Wealth, LLC | 0.31% | Reduce -14.3% | 6,941 | $334K |
| TrueWealth Advisors, LLC | 0.12% | Add +10.5% | 6,789 | $326K |
| Commonwealth Financial Services, LLC | 0.07% | Reduce -78.1% | 6,573 | $317K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -58.6% | 6,592 | $317K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -2.2% | 6,541 | $314K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.3% | 6,510 | $313K |
| Koshinski Asset Management, Inc. | 0.03% | New | 6,462 | $312K |
| PFG Advisors | 0.02% | Reduce -8.5% | 6,495 | $312K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +6.4% | 6,435 | $309K |
| West Michigan Advisors, LLC | 0.10% | Add +0.6% | 6,394 | $308K |
| Gradient Investments LLC | 0.01% | New | 6,365 | $306K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -13.1% | 6,353 | $305K |
| Western Wealth Management, LLC | 0.02% | Reduce -3.3% | 6,345 | $305K |
| Retirement Guys Formula LLC | 0.14% | Reduce -0.9% | 6,292 | $302K |
| Beacon Financial Advisory LLC | 0.11% | New | 6,188 | $297K |
| Wealth Management Associates, Inc. | 0.14% | No change | 6,139 | $295K |
| US Bancorp \de | 0.00% | Reduce -25.7% | 6,039 | $290K |
| Nilsine Partners, LLC | 0.04% | Reduce -4.5% | 5,935 | $285K |
| Waterloo Capital, L.P. | 0.03% | Add +6.5% | 5,827 | $280K |
| World Investment Advisors | 0.02% | New | 5,782 | $278K |
| Larson Financial Group LLC | 0.02% | Add +132.0% | 5,780 | $278K |
| Shaker Investments LLC | 0.12% | Reduce -2.5% | 5,766 | $277K |
| WMG Financial Advisors, LLC | 0.15% | New | 5,741 | $276K |
| AlphaMark Advisors, LLC | 0.10% | Reduce -1.1% | 5,727 | $275K |
| Avaii Wealth Management, LLC | 0.15% | New | 5,612 | $270K |
| Archer Investment Corp | 0.08% | Add +17.0% | 5,521 | $265K |
| Essex LLC | 0.06% | Reduce -2.0% | 5,320 | $256K |
| Cambridge Advisors Inc. | 0.06% | Add +0.1% | 5,269 | $253K |
| Kowal Investment Group, LLC | 0.05% | Add +1.1% | 5,261 | $253K |
| Security Financial Services, INC. | 0.05% | Reduce -59.5% | 5,198 | $250K |
| Trueblood Wealth Management, LLC | 0.14% | No change | 5,191 | $249K |
| OneAscent Financial Services LLC | 0.03% | Add +9.2% | 5,044 | $242K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -10.0% | 4,966 | $239K |
| Benjamin Edwards Inc. | 0.05% | Reduce -27.3% | 4,953 | $238K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.7% | 4,927 | $237K |
| Cutter & CO Brokerage, Inc. | 0.06% | Reduce -1.2% | 4,841 | $233K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -1.3% | 4,789 | $230K |
| Arbor Capital Management Inc. | 0.21% | Reduce -5.9% | 4,776 | $229K |
| Castle Rock Wealth Management, LLC | 0.06% | No change | 4,596 | $220K |
| Sovereign Financial Group, Inc. | 0.05% | Reduce -1.6% | 4,516 | $217K |
| Genesee Capital Advisors, LLC | 0.10% | New | 4,444 | $214K |
| Retirement Income Solutions, Inc. | 0.05% | Reduce -75.3% | 4,388 | $211K |
| Legacy Private Trust Co. | 0.01% | Reduce -62.8% | 4,328 | $208K |
| Trustmark Bank Trust Department | 0.02% | New | 4,322 | $208K |
| Northwest Wealth Management, LLC | 0.05% | Reduce -15.9% | 4,256 | $205K |
| Centaurus Financial, Inc. | 0.01% | Reduce -85.9% | 4,215 | $203K |
| Tidemark, LLC | 0.09% | Reduce -57.4% | 4,216 | $203K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.4% | 4,144 | $199K |
| Zions Bancorporation, N.A. | 0.02% | New | 4,000 | $192K |
| ICA Group Wealth Management, LLC | 0.11% | Reduce -72.8% | 3,950 | $190K |
| MTM Investment Management, LLC | 0.06% | No change | 3,098 | $149K |
| Beacon Capital Management, LLC | 0.03% | Reduce -3.5% | 2,858 | $137K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -2.6% | 2,615 | $126K |
| Clear Point Advisors Inc. | 0.10% | Add +1.1% | 2,555 | $123K |
| Harbor Investment Advisory, LLC | 0.01% | Add +1.1% | 2,287 | $110K |
| Tucker Asset Management LLC | 0.02% | Add +25.9% | 2,247 | $108K |
| Bank of Montreal | 0.00% | Reduce -92.7% | 2,137 | $103K |
| Redwood Wealth Management Group, LLC | 0.08% | New | 2,141 | $103K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,913 | $92K |
| Optimum Investment Advisors | 0.04% | No change | 1,900 | $91K |
| Raleigh Capital Management Inc. | 0.04% | Reduce -2.0% | 1,889 | $91K |
| FinTrust Capital Advisors, LLC | 0.02% | Reduce -12.4% | 1,765 | $85K |
| AdvisorNet Financial, Inc | 0.01% | Add +109.4% | 1,623 | $78K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Reduce -4.9% | 1,358 | $65K |
| Blair William & Co. | 0.00% | Reduce -4.6% | 1,336 | $64K |
| Raffa Wealth Management, LLC | 0.02% | Add +12.1% | 1,326 | $64K |
| GAMMA Investing LLC | 0.01% | New | 1,298 | $62K |
| Gilliland Jeter Wealth Management LLC | 0.02% | Add +0.2% | 1,286 | $62K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,199 | $58K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -20.2% | 1,157 | $56K |
| Great Lakes Retirement, Inc. | 0.01% | New | 1,016 | $49K |
| Wagner Wealth Management, LLC | 0.01% | Reduce -19.9% | 989 | $48K |
| Triad Wealth Partners, LLC | 0.02% | New | 918 | $44K |
| Chris Bulman Inc | 0.03% | — | 893 | $43K |
| Hilltop National Bank | 0.01% | New | 878 | $42K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 840 | $40K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 840 | $40K |
| Smithfield Trust Co | 0.00% | No change | 725 | $34K |
| Hershey Financial Advisers, LLC | 0.03% | — | 631 | $30K |
| Strategic Financial Concepts, LLC | 0.02% | New | 110,539 | $29K |
| FWL Investment Management, LLC | 0.01% | Reduce -14.3% | 605 | $29K |
| Y.D. More Investments Ltd | 0.00% | No change | 573 | $27K |
| WealthShield Partners, LLC | 0.00% | No change | 505 | $24K |
| Spire Wealth Management | 0.00% | No change | 439 | $21K |
| True Wealth Design, LLC | 0.00% | No change | 400 | $19K |
| Realta Investment Advisors | 0.00% | Reduce -70.0% | 341 | $16K |
| Rothschild Investment LLC | 0.00% | No change | 335 | $16K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.3% | 321 | $15K |
| Aspire Private Capital, LLC | 0.00% | No change | 296 | $14K |
| Sachetta, LLC | 0.01% | No change | 260 | $13K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 262 | $13K |
| Creekmur Asset Management LLC | 0.00% | Reduce -12.2% | 259 | $12K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 238 | $11K |
| Albion Financial Group | 0.00% | New | 222 | $11K |
| PSI Advisors, LLC | 0.00% | Add +770.8% | 209 | $10K |
| Avion Wealth | 0.00% | New | 220 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +64.0% | 146 | $7K |
| Scarborough Advisors, LLC | 0.00% | Reduce -27.3% | 80 | $4K |
| Front Row Advisors LLC | 0.00% | Reduce -13.3% | 65 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 62 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 58 | $3K |
| Hexagon Capital Partners LLC | 0.00% | No change | 56 | $3K |
| Caitlin John, LLC | 0.00% | No change | 41 | $2K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | New | 41 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 37 | $2K |
| Clearstead Advisors, LLC | 0.00% | New | 34 | $2K |
| REAP Financial Group, LLC | 0.00% | Reduce -86.9% | 24 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.0% | 18 | $877 |
"% 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.