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 |
| Secure Asset Management, LLC | 0.83% | New | 99,165 | $4.9M |
| Alpha Financial Advisors, LLC | 2.07% | Add +2.1% | 94,493 | $4.7M |
| Silver Oak Securities, Incorporated | 0.49% | Add +30.8% | 94,410 | $4.7M |
| Snowden Capital Advisors LLC | 0.14% | Add +6.2% | 93,916 | $4.6M |
| Midwest Financial Group LLC | 2.65% | Add +1.0% | 91,457 | $4.5M |
| James J. Burns & Company, LLC | 0.80% | Add +0.9% | 89,292 | $4.4M |
| Boston Financial Mangement LLC | 0.12% | Add +4.6% | 82,912 | $4.1M |
| Migdal Insurance & Financial Holdings Ltd. | 0.07% | Reduce -3.0% | 81,369 | $4.0M |
| Braun-Bostich & Associates Inc. | 2.77% | Add +10.8% | 80,476 | $4.0M |
| WR Wealth Planners, LLC | 1.10% | Add +5.9% | 79,926 | $3.9M |
| Ashton Thomas Private Wealth, LLC | 0.20% | Add +81.7% | 77,418 | $3.8M |
| Debussy Capital Management LP | 1.10% | Add +27.9% | 76,720 | $3.8M |
| Sanctuary Advisors, LLC | 0.02% | Add +50.9% | 77,065 | $3.7M |
| Benjamin Edwards Inc. | 0.05% | Add +1308.9% | 69,784 | $3.4M |
| AE Wealth Management LLC | 0.03% | Reduce -75.5% | 69,127 | $3.4M |
| Anfield Capital Management, LLC | 1.28% | New | 68,028 | $3.4M |
| Advisory Services Network, LLC | 0.07% | No change | 69,003 | $3.3M |
| Per Stirling Capital Management, LLC. | 0.44% | Add +4.0% | 64,388 | $3.2M |
| Good Life Advisors, LLC | 0.19% | Add +12.6% | 63,185 | $3.1M |
| Keystone Wealth Services, LLC | 0.86% | Add +1.2% | 62,670 | $3.1M |
| Dominguez Wealth Management Solutions, Inc. | 2.23% | Reduce -5.9% | 62,265 | $3.1M |
| TBH Global Asset Management, LLC | 0.65% | Reduce -35.4% | 60,192 | $3.0M |
| Central Pacific Bank - Trust Division | 0.37% | No change | 57,150 | $2.8M |
| Stratos Wealth Advisors, LLC | 0.12% | Reduce -51.5% | 53,175 | $2.6M |
| Brown Financial Advisors | 1.08% | New | 52,883 | $2.6M |
| NewEdge Wealth, LLC | 0.05% | Reduce -1.8% | 52,601 | $2.6M |
| Iams Wealth Management, LLC | 1.26% | Add +8.4% | 51,938 | $2.6M |
| DAVENPORT & Co LLC | 0.01% | Add +1.6% | 51,006 | $2.5M |
| Bank of Montreal | 0.00% | Add +2228.3% | 49,755 | $2.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.1% | 48,667 | $2.4M |
| Cedrus LLC | 0.89% | Add +99.5% | 48,529 | $2.4M |
| Trivium Point Advisory, LLC | 0.33% | Reduce -0.4% | 48,498 | $2.4M |
| Destiny Wealth Partners, LLC | 0.41% | Reduce -1.9% | 47,669 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +18.1% | 47,108 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +18.1% | 47,108 | $2.3M |
| Flaharty Asset Management, LLC | 0.32% | Reduce -5.1% | 46,585 | $2.3M |
| FSB Premier Wealth Management, Inc. | 0.94% | Add +21.9% | 46,336 | $2.3M |
| Pine Valley Investments Ltd Liability Co | 0.15% | Reduce -2.5% | 45,140 | $2.2M |
| First Hawaiian Bank | 0.07% | Reduce -1.0% | 45,000 | $2.2M |
| Wedbush Securities Inc. | 0.08% | Reduce -5.3% | 44,962 | $2.2M |
| Cottonwood Capital Advisors, LLC | 1.63% | Reduce -10.5% | 44,970 | $2.2M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -8.7% | 44,765 | $2.2M |
| Sowell Financial Services LLC | 0.10% | Add +54.9% | 43,273 | $2.1M |
| KOM Wealth Management Group, LLC | 1.77% | Add +8.3% | 42,943 | $2.1M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -16.9% | 42,725 | $2.1M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +1.8% | 42,369 | $2.1M |
| Park Avenue Securities LLC | 0.02% | Reduce -7.6% | 41,942 | $2.1M |
| KMG Fiduciary Partners, LLC | 0.18% | Add +28.8% | 41,692 | $2.1M |
| Triumph Capital Management | 0.73% | Add +95.7% | 41,526 | $2.1M |
| CoreCap Advisors, LLC | 0.10% | Add +15.4% | 41,278 | $2.0M |
| Rehmann Capital Advisory Group | 0.13% | New | 40,450 | $2.0M |
| City Holding Co. | 0.28% | Add +0.1% | 40,390 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +40.8% | 39,448 | $1.9M |
| Mutual Advisors, LLC | 0.06% | Add +185.3% | 39,709 | $1.9M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -15.6% | 38,355 | $1.9M |
| Cornell Pochily Investment Advisors, Inc. | 0.63% | Reduce -0.3% | 36,991 | $1.8M |
| Bigelow Investment Advisors, LLC | 0.81% | Add +8.3% | 36,905 | $1.8M |
| Ifrah Financial Services, Inc. | 0.48% | Add +1.3% | 35,934 | $1.8M |
| Continuum Advisory, LLC | 0.22% | Add +53.8% | 35,767 | $1.7M |
| Concourse Financial Group Securities, Inc. | 0.10% | Reduce -3.0% | 34,969 | $1.7M |
| Householder Group Estate & Retirement Specialist, LLC | 0.50% | Reduce -5.3% | 34,861 | $1.7M |
| Laidlaw Wealth Management LLC | 0.85% | Add +1.6% | 34,835 | $1.7M |
| Traction Financial Partners, LLC | 1.34% | Reduce -3.7% | 34,603 | $1.7M |
| Endowment Wealth Management, Inc. | 1.12% | Add +8.2% | 34,414 | $1.7M |
| BlueChip Wealth Advisors LLC | 0.87% | Reduce -8.9% | 33,795 | $1.7M |
| IFG Advisory, LLC | 0.10% | Add +78.2% | 31,117 | $1.5M |
| AIFG Consultants Ltd. | 1.15% | Reduce -14.2% | 30,632 | $1.5M |
| Chicago Partners Investment Group LLC | 0.05% | Add +8.0% | 30,668 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +49.1% | 29,953 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Add +1.3% | 29,468 | $1.5M |
| Apollon Wealth Management, LLC | 0.04% | Add +6.5% | 28,895 | $1.4M |
| Patten Group, Inc. | 0.31% | Add +13.5% | 28,683 | $1.4M |
| StoneX Group Inc. | 0.10% | Reduce -16.4% | 27,992 | $1.4M |
| Faithward Advisors, LLC | 0.23% | Add +1.2% | 27,154 | $1.3M |
| Cypress Capital Group | 0.15% | Add +7.7% | 26,901 | $1.3M |
| Richard W. Paul & Associates, LLC | 0.48% | Add +1.8% | 26,901 | $1.3M |
| Global Assets Advisory, LLC | 0.73% | New | 26,785 | $1.3M |
| Private Trust Co. NA | 0.13% | Reduce -3.7% | 26,653 | $1.3M |
| Integrated Advisors Network LLC | 0.06% | Reduce -2.6% | 25,852 | $1.3M |
| Prosperity Consulting Group, LLC | 0.10% | New | 25,722 | $1.3M |
| TCFG Wealth Management, LLC | 0.64% | — | 25,697 | $1.3M |
| Barrett & Company, Inc. | 0.55% | Reduce -2.0% | 25,522 | $1.3M |
| Treynor Bancshares, Inc. | 1.28% | Reduce -60.4% | 25,311 | $1.3M |
| Columbia Advisory Partners LLC | 1.18% | Add +0.5% | 25,177 | $1.2M |
| VitalStone Financial, LLC | 0.82% | Reduce -18.6% | 24,277 | $1.2M |
| Core Wealth Partners LLC | 0.72% | Add +163.3% | 24,128 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -15.4% | 23,549 | $1.2M |
| Perennial Investment Advisors, LLC | 0.15% | Reduce -6.8% | 23,298 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +40.4% | 22,985 | $1.1M |
| Econ Financial Services Corp | 0.63% | Add +1.7% | 22,909 | $1.1M |
| Perigon Wealth Management, LLC | 0.03% | Add +9.1% | 22,875 | $1.1M |
| Gentry Private Wealth, LLC | 0.91% | Reduce -15.8% | 22,444 | $1.1M |
| Summit Financial, LLC | 0.04% | New | 22,295 | $1.1M |
| &partners | 0.02% | Add +168.3% | 21,919 | $1.1M |
| Independent Financial Group, LLC | 0.04% | Reduce -3.4% | 21,831 | $1.1M |
| Win Advisors, Inc. | 0.50% | Reduce -90.9% | 21,719 | $1.1M |
| Abbot Financial Management, Inc. | 0.54% | Add +10.4% | 21,684 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -50.1% | 21,193 | $1.0M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -14.3% | 20,907 | $1.0M |
| Concentrum Wealth Management | 0.40% | No change | 20,699 | $1.0M |
| Gateway Wealth Partners, LLC | 0.28% | Add +6.4% | 20,695 | $1.0M |
| Allworth Financial LP | 0.01% | Reduce -10.6% | 20,690 | $1.0M |
| Coppell Advisory Solutions LLC | 0.15% | Add +17.5% | 20,546 | $1.0M |
| Axxcess Wealth Management, LLC | 0.03% | Add +6.1% | 20,225 | $999K |
| Maia Wealth LLC | 0.24% | Add +99.8% | 19,819 | $967K |
| Capital Investment Counsel, LLC | 0.16% | Reduce -42.1% | 19,014 | $939K |
| Avestar Capital, LLC | 0.10% | Reduce -12.4% | 18,941 | $936K |
| GPS Wealth Strategies Group, LLC | 0.12% | Add +276.7% | 18,707 | $921K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +10.6% | 17,409 | $860K |
| Lanark Financial, Inc. | 0.07% | Reduce -1.0% | 17,270 | $853K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.21% | Add +0.8% | 17,014 | $841K |
| Stockman Wealth Management, Inc. | 0.13% | No change | 16,906 | $835K |
| Hilltop Holdings Inc. | 0.05% | New | 16,841 | $832K |
| Vishria Bird Financial Group, LLC | 0.31% | Reduce -2.6% | 16,379 | $809K |
| Towerpoint Wealth, LLC | 0.38% | Reduce -3.6% | 16,211 | $801K |
| Tyler-Stone Wealth Management | 0.15% | Add +111.4% | 16,169 | $799K |
| Farther Finance Advisors, LLC | 0.03% | Add +1.6% | 15,777 | $780K |
| 626 Financial, LLC | 0.43% | Reduce -8.5% | 15,651 | $773K |
| Wealth Effects LLC | 0.27% | Reduce -24.4% | 15,520 | $767K |
| Paladin Wealth, LLC | 0.67% | — | 15,450 | $763K |
| Arax Advisory Partners | 0.07% | Reduce -43.5% | 15,356 | $759K |
| Holistic Financial Partners | 0.35% | Add +2.9% | 14,921 | $737K |
| Principal Securities, Inc. | 0.02% | Add +30.1% | 14,815 | $732K |
| Ballew Advisors, Inc | 0.49% | Reduce -1.9% | 14,917 | $732K |
| Susquehanna International Group, LLP | 0.00% | Reduce -90.6% | 14,325 | $708K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -9.7% | 13,652 | $675K |
| 1776 Wealth LLC | 0.30% | No change | 13,557 | $670K |
| TFB Advisors LLC | 0.20% | Add +13.8% | 13,307 | $657K |
| IHT Wealth Management, LLC | 0.02% | Reduce -6.8% | 13,294 | $657K |
| Raymond James Trust N.A. | 0.01% | Reduce -0.3% | 13,005 | $643K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -3.7% | 12,935 | $639K |
| Global Retirement Partners, LLC | 0.02% | Add +4.6% | 12,845 | $635K |
| Hamilton Wealth, LLC | 0.15% | New | 12,784 | $632K |
| Composition Wealth, LLC | 0.01% | Reduce -93.7% | 12,650 | $625K |
| Narwhal Capital Management | 0.06% | Add +0.7% | 12,582 | $622K |
| Creative Planning | 0.00% | Reduce -33.0% | 12,233 | $604K |
| Focus Financial Network, Inc. | 0.02% | Reduce -1.7% | 12,123 | $599K |
| SignalPoint Asset Management, LLC | 0.14% | Reduce -40.8% | 12,123 | $599K |
| Mattern Wealth Management LLC | 0.13% | No change | 12,000 | $593K |
| RFG Advisory, LLC | 0.02% | Reduce -9.0% | 11,971 | $591K |
| Belpointe Asset Management LLC | 0.04% | Reduce -7.0% | 11,944 | $590K |
| Arkadios Wealth Advisors | 0.03% | Add +15.9% | 11,934 | $590K |
| Eagle Harbor Asset Management Inc. | 0.58% | Add +3.3% | 11,773 | $582K |
| Valley Financial Group, Inc. | 0.41% | No change | 11,743 | $580K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Reduce -2.3% | 11,714 | $579K |
| Insight Inv LLC | 0.48% | Add +14.7% | 11,695 | $578K |
| Herold Advisors, Inc. | 0.12% | Add +12.9% | 11,270 | $557K |
| O'Connor Financial Group LLC | 0.29% | Add +1.0% | 11,273 | $557K |
| Acorn Wealth Advisors, LLC | 0.23% | Add +5.8% | 10,899 | $539K |
| Western Wealth Management, LLC | 0.03% | Add +70.9% | 10,846 | $536K |
| GeoWealth Management, LLC | 0.02% | Add +4.7% | 10,791 | $533K |
| Raab & Moskowitz Asset Management LLC | 0.13% | Add +0.0% | 10,693 | $528K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.5% | 10,444 | $517K |
| Merkkuri Wealth Advisors LLC | 0.40% | Reduce -0.6% | 10,379 | $513K |
| Creative Financial Designs Inc. | 0.04% | Add +6.1% | 10,284 | $508K |
| Sargent Investment Group, LLC | 0.09% | Reduce -21.7% | 10,125 | $500K |
| Laraway Financial Advisors Inc | 0.38% | Reduce -5.8% | 9,736 | $481K |
| Chiron Capital Management, LLC | 0.42% | No change | 9,543 | $472K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -84.9% | 9,546 | $471K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -10.5% | 9,516 | $470K |
| Pinnacle Family Advisors, LLC | 0.24% | Add +4.3% | 9,508 | $470K |
| Centennial Wealth Advisory LLC | 0.18% | Reduce -81.1% | 9,408 | $465K |
| Summit Wealth Partners, LLC | 0.09% | Reduce -0.9% | 9,403 | $465K |
| Trustmark Bank Trust Department | 0.03% | Add +115.7% | 9,322 | $461K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +43.1% | 9,209 | $455K |
| NBT Bank, N.A. | 0.03% | Add +9.0% | 8,965 | $455K |
| Mgo One Seven LLC | 0.02% | Reduce -16.1% | 8,902 | $440K |
| Tanager Wealth Management LLP | 0.06% | No change | 8,892 | $439K |
| Simplicity Wealth,LLC | 0.04% | Reduce -3.0% | 8,882 | $439K |
| Claro Advisors Inc. | 0.06% | Reduce -0.5% | 8,612 | $426K |
| Davidson Trust Co. | 0.22% | New | 8,561 | $423K |
| Family Legacy, Inc. | 0.14% | No change | 8,544 | $422K |
| Chris Bulman Inc | 0.28% | Add +841.0% | 8,403 | $415K |
| Clarus Wealth Advisors | 0.21% | Reduce -0.8% | 8,427 | $412K |
| Moneywise, Inc. | 0.20% | Reduce -47.2% | 8,295 | $410K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -0.7% | 8,269 | $409K |
| Capital Market Strategies LLC | 0.24% | Reduce -9.5% | 8,171 | $404K |
| Strategic Blueprint, LLC | 0.02% | Reduce -37.2% | 8,022 | $396K |
| Stratos Investment Management, LLC | 0.03% | Reduce -55.2% | 8,021 | $396K |
| PFG Advisors | 0.02% | Add +20.1% | 7,800 | $385K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.3% | 7,760 | $383K |
| Moloney Securities Asset Management, LLC | 0.05% | Add +60.4% | 7,683 | $380K |
| Capital CS Group, LLC | 0.45% | Reduce -6.4% | 7,616 | $376K |
| Key Client Fiduciary Advisors, LLC | 0.17% | No change | 7,575 | $374K |
| Signal Advisors Wealth, LLC | 0.05% | New | 7,461 | $369K |
| Diversify Advisory Services, LLC | 0.02% | No change | 7,546 | $368K |
| Platform Technology Partners | 0.12% | No change | 7,420 | $367K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -64.3% | 7,324 | $362K |
| Southland Equity Partners LLC | 0.09% | Reduce -4.3% | 7,320 | $362K |
| Private Client Services, LLC | 0.19% | New | 7,217 | $357K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -3.7% | 7,188 | $355K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -47.3% | 7,055 | $348K |
| Beacon Financial Advisory LLC | 0.12% | Add +12.2% | 6,942 | $343K |
| PNC Financial Services Group, Inc. | 0.00% | Add +67.5% | 6,939 | $343K |
| Quad-Cities Investment Group, LLC | 0.17% | Reduce -1.4% | 6,869 | $339K |
| Ameriprise Financial Inc. | 0.00% | New | 6,684 | $330K |
| Wealth Management Associates, Inc. | 0.14% | Add +8.3% | 6,650 | $329K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.3% | 6,559 | $324K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.3% | 6,528 | $323K |
| Koshinski Asset Management, Inc. | 0.03% | Add +0.1% | 6,469 | $320K |
| ERn Financial, LLC | 0.05% | Reduce -19.3% | 6,376 | $315K |
| West Michigan Advisors, LLC | 0.09% | Reduce -0.6% | 6,356 | $314K |
| Retirement Guys Formula LLC | 0.14% | No change | 6,292 | $311K |
| Arbor Capital Management Inc. | 0.29% | Add +29.0% | 6,159 | $304K |
| WMG Financial Advisors, LLC | 0.14% | Add +5.9% | 6,082 | $301K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -6.9% | 5,916 | $292K |
| Kovack Advisors, Inc. | 0.03% | Reduce -16.3% | 5,874 | $290K |
| Shaker Investments LLC | 0.12% | No change | 5,766 | $285K |
| AlphaMark Advisors, LLC | 0.10% | No change | 5,727 | $283K |
| Avaii Wealth Management, LLC | 0.14% | Add +1.9% | 5,720 | $283K |
| Archer Investment Corp | 0.08% | Add +2.6% | 5,666 | $280K |
| BNP Paribas Financial Markets | 0.00% | Reduce -46.5% | 5,651 | $279K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 5,537 | $274K |
| Waterloo Capital, L.P. | 0.03% | Reduce -6.4% | 5,454 | $269K |
| Larson Financial Group LLC | 0.01% | Reduce -7.6% | 5,341 | $264K |
| Rede Wealth, LLC | 0.10% | Reduce -23.7% | 5,295 | $262K |
| Essex LLC | 0.05% | Reduce -1.6% | 5,235 | $259K |
| Cambridge Advisors Inc. | 0.06% | Reduce -0.8% | 5,227 | $258K |
| Trueblood Wealth Management, LLC | 0.13% | No change | 5,191 | $256K |
| Kowal Investment Group, LLC | 0.05% | Reduce -2.8% | 5,112 | $253K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -38.7% | 5,192 | $252K |
| TrueWealth Advisors, LLC | 0.08% | Reduce -26.1% | 5,018 | $248K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +1.4% | 4,995 | $247K |
| Mosley Wealth Management | 0.17% | New | 5,023 | $246K |
| Cutter & CO Brokerage, Inc. | 0.05% | Reduce -4.9% | 4,604 | $228K |
| Castle Rock Wealth Management, LLC | 0.05% | No change | 4,596 | $225K |
| Nilsine Partners, LLC | 0.03% | Reduce -24.3% | 4,496 | $222K |
| Genesee Capital Advisors, LLC | 0.11% | Add +0.9% | 4,483 | $222K |
| Retirement Income Solutions, Inc. | 0.05% | Add +1.9% | 4,469 | $221K |
| Sovereign Financial Group, Inc. | 0.05% | Reduce -3.5% | 4,356 | $215K |
| Security Financial Services, INC. | 0.04% | Reduce -18.1% | 4,260 | $210K |
| Team Financial Group, LLC | 0.12% | New | 4,236 | $209K |
| Beacon Financial Group | 0.02% | Reduce -62.3% | 4,226 | $209K |
| Tidemark, LLC | 0.09% | Add +0.2% | 4,224 | $209K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.4% | 4,198 | $207K |
| Lion Street Advisors, LLC | 0.07% | New | 4,162 | $206K |
| Proactive Wealth Strategies LLC | 0.11% | — | 4,107 | $203K |
| US Bancorp \de | 0.00% | Reduce -38.7% | 3,701 | $183K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +23.4% | 3,226 | $159K |
| MTM Investment Management, LLC | 0.06% | No change | 3,098 | $152K |
| Johnson Financial Group, Inc. | 0.01% | New | 3,076 | $152K |
| Jones Financial Companies LLLP | 0.00% | Add +5141.4% | 3,040 | $150K |
| Beacon Capital Management, LLC | 0.02% | Add +0.1% | 2,860 | $141K |
| Clear Point Advisors Inc. | 0.10% | Add +6.3% | 2,717 | $134K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,287 | $113K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +2.7% | 1,965 | $97K |
| Raleigh Capital Management Inc. | 0.04% | Add +1.1% | 1,909 | $94K |
| Tucker Asset Management LLC | 0.02% | Reduce -15.1% | 1,908 | $94K |
| Optimum Investment Advisors | 0.04% | No change | 1,900 | $94K |
| Wintrust Investments LLC | 0.06% | Reduce -89.4% | 1,731 | $85K |
| AdvisorNet Financial, Inc | 0.01% | Add +2.7% | 1,667 | $82K |
| Blair William & Co. | 0.00% | Add +22.8% | 1,640 | $81K |
| Fourpath Capital Management, LLC | 0.01% | New | 1,600 | $79K |
| Riggs Asset Managment Co. Inc. | 0.02% | New | 1,543 | $76K |
| EPG Wealth Management LLC | 0.02% | Add +0.0% | 1,397 | $69K |
| Raffa Wealth Management, LLC | 0.02% | No change | 1,326 | $66K |
| GAMMA Investing LLC | 0.01% | No change | 1,298 | $64K |
| Gilliland Jeter Wealth Management LLC | 0.02% | Add +0.5% | 1,293 | $64K |
| FinTrust Capital Advisors, LLC | 0.01% | Reduce -30.0% | 1,235 | $61K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,199 | $59K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.2% | 1,159 | $57K |
| Wagner Wealth Management, LLC | 0.01% | Add +1.5% | 1,004 | $50K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Reduce -33.5% | 903 | $45K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -1.8% | 825 | $41K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.8% | 825 | $41K |
| Smithfield Trust Co | 0.00% | No change | 725 | $36K |
| FWL Investment Management, LLC | 0.01% | No change | 605 | $30K |
| Y.D. More Investments Ltd | 0.00% | No change | 573 | $28K |
| WealthShield Partners, LLC | 0.00% | No change | 505 | $25K |
| True Wealth Design, LLC | 0.01% | No change | 400 | $20K |
| Peterson Financial Group, Inc. | 0.07% | New | 343 | $17K |
| Rothschild Investment LLC | 0.00% | No change | 335 | $17K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.3% | 317 | $16K |
| Aspire Private Capital, LLC | 0.00% | No change | 296 | $15K |
| Ashton Thomas Securities, LLC | 0.00% | New | 270 | $13K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 262 | $13K |
| Sachetta, LLC | 0.01% | No change | 260 | $13K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 238 | $12K |
| CVA Family Office, LLC | 0.00% | New | 207 | $10K |
| Avion Wealth | 0.00% | Add +0.9% | 222 | $10K |
| PSI Advisors, LLC | 0.00% | Reduce -27.3% | 152 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -6.2% | 137 | $7K |
| Creekmur Asset Management LLC | 0.00% | Reduce -56.8% | 112 | $6K |
| Clearstead Advisors, LLC | 0.00% | Add +126.5% | 77 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 62 | $3K |
| Hexagon Capital Partners LLC | 0.00% | No change | 56 | $3K |
| Caitlin John, LLC | 0.00% | No change | 41 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 37 | $2K |
| POM Investment Strategies, LLC | 0.00% | New | 19 | $939 |
| FMR LLC | 0.00% | New | 6 | $296 |
"% 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.