First Trust Low Duration OppLMBSETF
13F holders, Q3 2024 (September 30)390holders +2
29new positions
27sold out
1famous investor
$49.39avg. 13F price*
At the end of Q3 2024, 390 institutions reported holding First Trust Low Duration Opp (LMBS) in their 13F filings, up 2 from Q2 2024. 29 opened new positions and 27 sold out. The largest holders were Morgan Stanley ($604.6M), LPL Financial LLC ($423.0M) and Wells Fargo & Company ($233.3M). One famous investor held it 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $73.8M |
| Exits | 27 | $19.5M |
All 13F filers, Q2 2024 → Q3 2024: 7,851,635 shares bought and 3,189,461 shares sold, net +4,662,174 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 390 holders
| Morgan Stanley | 0.04% | Add +2.4% | 12,236,493 | $604.6M |
| LPL Financial LLC | 0.19% | Add +12.2% | 8,560,709 | $423.0M |
| Wells Fargo & Company | 0.06% | Add +1.4% | 4,721,133 | $233.3M |
| UBS Group AG | 0.06% | Add +12.0% | 4,064,484 | $200.8M |
| Royal Bank of Canada | 0.03% | Add +7.8% | 2,688,626 | $132.8M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Reduce -13.6% | 1,738,920 | $85.9M |
| Bank of America Corp. | 0.01% | Add +1.9% | 1,361,451 | $67.3M |
| First Trust Advisors LP | 0.05% | Reduce -12.5% | 1,049,063 | $51.8M |
| Cetera Investment Advisers | 0.11% | Add +4.7% | 984,682 | $48.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +1.1% | 974,327 | $48.1M |
| Berger Financial Group, Inc | 3.06% | Add +0.8% | 857,317 | $42.4M |
| Raymond James & Associates | 0.02% | Add +6.0% | 809,835 | $40.0M |
| Concurrent Investment Advisors, LLC | 1.10% | Add +7.0% | 753,068 | $37.2M |
| Gradient Investments LLC | 0.75% | Add +11312.4% | 726,399 | $35.9M |
| Csenge Advisory Group | 1.81% | Add +1.2% | 704,891 | $34.6M |
| Clearwater Capital Advisors, LLC | 3.15% | New | 655,267 | $32.4M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -7.8% | 628,005 | $31.0M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -10.8% | 623,166 | $30.8M |
| Stifel Financial Corp. | 0.03% | Reduce -30.3% | 604,729 | $29.9M |
| Osaic Holdings, Inc. | 0.07% | Reduce -7.7% | 583,568 | $28.8M |
| Trilogy Capital Inc. | 1.22% | Add +5.0% | 488,969 | $24.2M |
| Brookstone Capital Management | 0.34% | Add +0.3% | 472,500 | $23.3M |
| Petix & Botte Co | 6.03% | Add +1.5% | 458,366 | $22.6M |
| Prospera Financial Services Inc | 0.58% | Add +32.3% | 456,916 | $22.6M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +1.0% | 454,034 | $22.4M |
| Harvest Investment Services, LLC | 6.97% | Add +2695.4% | 441,310 | $21.8M |
| Stephens Inc. | 0.31% | Add +11.6% | 440,417 | $21.8M |
| Financial Enhancement Group LLC | 4.13% | Add +87.4% | 442,405 | $21.3M |
| Inspirion Wealth Advisors, LLC | 2.93% | Add +53.9% | 424,638 | $21.0M |
| Heck Capital Advisors, LLC | 2.25% | Add +69.3% | 395,756 | $19.6M |
| Baird Financial Group, Inc. | 0.04% | Add +2.2% | 388,953 | $19.2M |
| Cerity Partners LLC | 0.04% | Add +24.4% | 382,949 | $18.9M |
| TD Capital Management LLC | 1.79% | Add +6.7% | 362,159 | $17.9M |
| Searcy Financial Services Inc. | 8.31% | Reduce -8.1% | 358,508 | $17.7M |
| EWG Elevate Inc. | 7.11% | Add +64.4% | 358,401 | $17.7M |
| American Financial Advisors, LLC | 2.38% | Reduce -3.0% | 353,064 | $17.4M |
| HighTower Advisors, LLC | 0.03% | Add +2.0% | 349,475 | $17.3M |
| Clifford Swan Investment Counsel LLC | 0.57% | Add +38.9% | 323,782 | $16.0M |
| Harbour Investments, Inc. | 0.47% | Add +18.6% | 318,047 | $15.7M |
| Condor Capital Management | 1.39% | Add +4.8% | 313,017 | $15.5M |
| TL Private Wealth | 6.69% | Add +0.9% | 305,513 | $14.9M |
| Prism Advisors, Inc. | 3.95% | Add +6.7% | 279,833 | $13.8M |
| Obermeyer Wealth Partners | 0.74% | Reduce -5.5% | 279,508 | $13.8M |
| Kestra Private Wealth Services, LLC | 0.25% | Add +24.2% | 272,197 | $13.4M |
| Aaron Wealth Advisors LLC | 1.58% | Add +25.2% | 269,000 | $13.3M |
| NewEdge Advisors, LLC | 0.09% | Add +8.7% | 265,611 | $13.1M |
| TAP Consulting, LLC | 2.52% | Reduce -1.4% | 259,051 | $12.8M |
| Truist Financial Corp. | 0.02% | Add +1.9% | 258,307 | $12.8M |
| Integrated Wealth Concepts LLC | 0.15% | Reduce -3.1% | 255,927 | $12.6M |
| Janney Montgomery Scott LLC | 0.04% | Add +10.8% | 255,336 | $12.6M |
| Kingsview Wealth Management, LLC | 0.27% | Add +34.4% | 255,230 | $12.6M |
| Avantax Advisory Services, Inc. | 0.08% | Add +21.1% | 251,848 | $12.4M |
| Weitzel Financial Services, Inc. | 5.79% | Reduce -1.1% | 249,415 | $12.3M |
| Clear Creek Financial Management, LLC | 1.39% | Add +141.0% | 248,719 | $12.3M |
| Financial Planning & Information Services, Inc. | 1.68% | Reduce -9.5% | 246,936 | $12.2M |
| Foundations Investment Advisors, LLC | 0.25% | Add +449.3% | 243,998 | $12.1M |
| Private Advisor Group, LLC | 0.07% | Add +7.5% | 232,921 | $11.5M |
| RiverTree Advisors, LLC | 7.72% | Add +0.1% | 230,435 | $11.4M |
| Sweet Financial Partners, LLC | 2.45% | Reduce -0.3% | 228,730 | $11.3M |
| Atwood & Palmer Inc. | 0.77% | Add +8.4% | 228,455 | $11.3M |
| Long Run Wealth Advisors, LLC | 2.57% | New | 220,618 | $10.9M |
| Darwin Wealth Management, LLC | 2.94% | Reduce -2.9% | 216,611 | $10.7M |
| Ameritas Advisory Services, LLC | 0.46% | Add +6.8% | 215,318 | $10.6M |
| First International Bank & Trust | 3.10% | New | 195,437 | $9.7M |
| MRA Advisory Group | 5.27% | Add +18.9% | 195,011 | $9.6M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -23.4% | 192,466 | $9.5M |
| Assetmark, Inc. | 0.03% | Add +16.6% | 189,189 | $9.3M |
| Focus Partners Wealth | 0.03% | Add +7.0% | 183,733 | $9.1M |
| MML Investors Services, LLC | 0.03% | Reduce -3.0% | 180,699 | $8.9M |
| Comerica Bank | 0.03% | Add +2.5% | 178,308 | $8.8M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +1.1% | 173,883 | $8.6M |
| PFS Partners, LLC | 4.94% | Add +3.1% | 173,607 | $8.6M |
| Sigma Planning Corp | 0.26% | Add +5.2% | 172,337 | $8.5M |
| Bellevue Asset Management, LLC | 4.28% | Add +922.8% | 168,632 | $8.3M |
| Stratos Wealth Partners, LTD. | 0.12% | Add +8.5% | 166,122 | $8.2M |
| Renaissance Technologies | 0.01% | Reduce -48.4% | 155,200 | $7.7M |
| Ameritas Investment Partners, Inc. | 0.25% | Add +10.6% | 152,476 | $7.5M |
| LexAurum Advisors, LLC | 1.66% | Add +1.3% | 151,165 | $7.5M |
| Independent Advisor Alliance | 0.26% | Add +6.0% | 145,694 | $7.2M |
| Friedenthal Financial | 4.19% | Add +155.7% | 144,833 | $7.2M |
| EdgeRock Capital LLC | 4.87% | Add +0.8% | 140,210 | $6.9M |
| Grove Bank & Trust | 1.01% | Add +13.4% | 138,648 | $6.9M |
| Ssi Investment Management LLC | 2.60% | Reduce -0.2% | 137,704 | $6.8M |
| TCP Asset Management, LLC | 1.54% | Add +2.3% | 135,148 | $6.7M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +12.8% | 134,538 | $6.6M |
| Vestmark Advisory Solutions, Inc. | 0.25% | Add +54.1% | 134,070 | $6.6M |
| Commonwealth Financial Services, LLC | 1.31% | Add +1936.5% | 133,858 | $6.6M |
| D.A. Davidson & Co. | 0.05% | Add +2.8% | 128,788 | $6.4M |
| IFP Advisors, Inc | 0.23% | Reduce -2.0% | 127,395 | $6.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -55.8% | 125,157 | $6.2M |
| Citigroup Inc. | 0.01% | Reduce -6.2% | 123,514 | $6.1M |
| Lunt Capital Management, Inc. | 2.84% | Add +4.0% | 122,832 | $6.1M |
| Manhattan West Asset Management, LLC | 1.54% | Add +10.2% | 120,296 | $5.9M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -1.8% | 119,925 | $5.9M |
| Walkner Condon Financial Advisors LLC | 1.21% | Reduce -41.4% | 119,536 | $5.9M |
| Visionary Wealth Advisors | 0.35% | Add +0.1% | 115,408 | $5.7M |
| Cwm, LLC | 0.02% | Add +132.5% | 109,044 | $5.4M |
| Financial Advocates Investment Management | 0.30% | Add +56.2% | 110,047 | $5.3M |
| Mainsail Financial Group, LLC | 3.09% | Add +48.0% | 105,975 | $5.2M |
| Prosperity Financial Group, Inc. | 2.89% | Add +6.8% | 104,113 | $5.1M |
"% 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.