First Trust Low Duration OppLMBSETF
13F holders, Q4 2024 (December 31)416holders +26
28new positions
29sold out
2famous investors
$48.67avg. 13F price*
At the end of Q4 2024, 416 institutions reported holding First Trust Low Duration Opp (LMBS) in their 13F filings, up 26 from Q3 2024. 28 opened new positions and 29 sold out. The largest holders were Morgan Stanley ($587.5M), LPL Financial LLC ($451.1M) and Wells Fargo & Company ($236.2M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $54.7M |
| Exits | 29 | $20.2M |
All 13F filers, Q3 2024 → Q4 2024: 6,088,749 shares bought and 2,864,165 shares sold, net +3,224,584 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 416 holders
| Morgan Stanley | 0.04% | Reduce -1.4% | 12,070,111 | $587.5M |
| LPL Financial LLC | 0.18% | Add +8.3% | 9,269,354 | $451.1M |
| Wells Fargo & Company | 0.06% | Add +2.8% | 4,853,287 | $236.2M |
| UBS Group AG | 0.05% | Add +2.2% | 4,153,572 | $202.2M |
| Raymond James Financial Inc. | 0.06% | — | 3,066,856 | $149.3M |
| Royal Bank of Canada | 0.03% | Add +1.9% | 2,738,978 | $133.3M |
| Cetera Investment Advisers | 0.18% | Add +75.1% | 1,724,201 | $83.9M |
| Bank of America Corp. | 0.01% | Reduce -8.3% | 1,249,046 | $60.8M |
| First Trust Advisors LP | 0.05% | Add +0.5% | 1,054,514 | $51.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -0.6% | 968,474 | $47.1M |
| Berger Financial Group, Inc | 2.96% | Add +2.8% | 881,591 | $42.9M |
| Commonwealth Equity Services, LLC | 0.06% | Add +31.0% | 822,928 | $40.1M |
| Clearwater Capital Advisors, LLC | 3.45% | Add +10.5% | 723,979 | $35.2M |
| Concurrent Investment Advisors, LLC | 0.93% | Reduce -6.3% | 705,499 | $34.3M |
| Csenge Advisory Group | 1.86% | Add +0.0% | 704,975 | $34.3M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +12.7% | 702,464 | $34.2M |
| Stifel Financial Corp. | 0.03% | Reduce -0.7% | 600,763 | $29.2M |
| Baird Financial Group, Inc. | 0.05% | Add +31.6% | 512,016 | $24.9M |
| Prospera Financial Services Inc | 0.56% | Add +7.3% | 490,378 | $23.9M |
| Trilogy Capital Inc. | 1.22% | Reduce -0.4% | 487,162 | $23.7M |
| Osaic Holdings, Inc. | 0.05% | Reduce -18.1% | 478,256 | $23.3M |
| Brookstone Capital Management | 0.33% | Reduce -1.5% | 465,344 | $22.6M |
| Harvest Investment Services, LLC | 5.43% | Add +3.1% | 455,210 | $22.2M |
| Private Advisor Group, LLC | 0.12% | Add +95.0% | 454,078 | $22.1M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -0.7% | 451,040 | $22.0M |
| Inspirion Wealth Advisors, LLC | 2.80% | Reduce -2.5% | 414,101 | $20.1M |
| Heck Capital Advisors, LLC | 2.27% | Add +2.7% | 406,580 | $19.8M |
| Stephens Inc. | 0.27% | Reduce -9.4% | 399,053 | $19.4M |
| Cerity Partners LLC | 0.04% | Add +2.8% | 393,667 | $19.2M |
| Searcy Financial Services Inc. | 8.55% | Add +6.2% | 380,588 | $18.5M |
| HighTower Advisors, LLC | 0.02% | Add +4.8% | 366,120 | $17.8M |
| Independent Advisor Alliance | 0.24% | Add +150.8% | 365,461 | $17.8M |
| American Financial Advisors, LLC | 2.38% | Reduce -1.8% | 346,767 | $16.9M |
| Petix & Botte Co | 4.43% | Reduce -24.4% | 346,436 | $16.9M |
| Cwm, LLC | 0.07% | Add +204.4% | 331,967 | $16.2M |
| Harbour Investments, Inc. | 0.46% | Add +4.2% | 331,522 | $16.1M |
| Condor Capital Management | 1.39% | Add +3.8% | 325,012 | $15.8M |
| Clifford Swan Investment Counsel LLC | 0.55% | Reduce -2.2% | 316,654 | $15.4M |
| TD Capital Management LLC | 1.55% | Reduce -13.6% | 312,915 | $15.2M |
| Avantax Advisory Services, Inc. | 0.09% | Add +20.9% | 304,353 | $14.8M |
| W1M Asset Management Ltd | 1.26% | New | 303,024 | $14.7M |
| TL Private Wealth | 6.55% | Reduce -1.4% | 301,265 | $14.6M |
| Kestra Private Wealth Services, LLC | 0.25% | Add +10.2% | 299,995 | $14.6M |
| Janney Montgomery Scott LLC | 0.04% | Add +17.3% | 299,503 | $14.6M |
| Prism Advisors, Inc. | 4.16% | Add +2.0% | 285,488 | $13.9M |
| Clear Creek Financial Management, LLC | 1.46% | Add +11.7% | 277,779 | $13.5M |
| Obermeyer Wealth Partners | 0.70% | Reduce -0.8% | 277,124 | $13.5M |
| Atria Investments, Inc | 0.16% | Add +801.6% | 270,059 | $13.1M |
| Atwood & Palmer Inc. | 0.90% | Add +18.1% | 269,846 | $13.1M |
| Integrated Wealth Concepts LLC | 0.15% | Add +5.4% | 269,791 | $13.1M |
| NewEdge Advisors, LLC | 0.08% | Add +1.0% | 268,362 | $13.1M |
| Truist Financial Corp. | 0.02% | Add +0.8% | 260,507 | $12.7M |
| TAP Consulting, LLC | 2.54% | Reduce -1.4% | 255,496 | $12.4M |
| Aaron Wealth Advisors LLC | 1.43% | Reduce -5.8% | 253,270 | $12.3M |
| Foundations Investment Advisors, LLC | 0.24% | Add +3.6% | 252,888 | $12.3M |
| Weitzel Financial Services, Inc. | 5.80% | Add +1.3% | 252,769 | $12.3M |
| Financial Enhancement Group LLC | 1.86% | Reduce -43.0% | 252,120 | $12.2M |
| Mariner, LLC | 0.02% | Add +1068.0% | 247,528 | $12.0M |
| Fairvoy Private Wealth, LLC | 3.13% | — | 241,984 | $11.8M |
| Kingsview Wealth Management, LLC | 0.22% | Reduce -10.4% | 228,616 | $11.1M |
| EWG Elevate Inc. | 3.39% | Reduce -36.2% | 228,577 | $11.1M |
| Renaissance Technologies | 0.02% | Add +46.7% | 227,700 | $11.1M |
| RiverTree Advisors, LLC | 7.24% | Reduce -1.7% | 226,416 | $11.0M |
| Long Run Wealth Advisors, LLC | 2.63% | Add +2.3% | 225,768 | $11.0M |
| PFS Partners, LLC | 5.64% | Add +22.5% | 212,642 | $10.3M |
| First International Bank & Trust | 3.33% | Add +8.0% | 210,988 | $10.3M |
| Ameritas Advisory Services, LLC | 0.35% | Reduce -4.0% | 206,671 | $10.1M |
| MRA Advisory Group | 5.19% | Add +3.2% | 201,170 | $9.8M |
| Assetmark, Inc. | 0.03% | Add +5.8% | 200,187 | $9.7M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -0.5% | 191,422 | $9.3M |
| MML Investors Services, LLC | 0.03% | Add +5.8% | 191,083 | $9.3M |
| Darwin Wealth Management, LLC | 3.08% | Reduce -13.0% | 188,450 | $9.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +6.5% | 185,204 | $9.0M |
| Focus Partners Wealth | 0.02% | Add +0.2% | 184,176 | $9.0M |
| Comerica Bank | 0.03% | Reduce -4.7% | 169,992 | $8.3M |
| Vestmark Advisory Solutions, Inc. | 0.28% | Add +25.8% | 168,698 | $8.2M |
| Bellevue Asset Management, LLC | 4.10% | Reduce -3.2% | 163,173 | $7.9M |
| Ameritas Investment Partners, Inc. | 0.25% | Add +4.0% | 158,583 | $7.7M |
| IFP Advisors, Inc | 0.24% | Add +19.7% | 152,471 | $7.4M |
| LexAurum Advisors, LLC | 1.46% | Reduce -0.4% | 150,562 | $7.3M |
| Stratos Wealth Partners, LTD. | 0.10% | Reduce -10.1% | 149,411 | $7.3M |
| Sigma Planning Corp | 0.22% | Reduce -16.3% | 144,196 | $7.0M |
| Grove Bank & Trust | 0.96% | Add +2.7% | 142,358 | $6.9M |
| TCP Asset Management, LLC | 1.51% | Add +4.3% | 140,936 | $6.9M |
| Prosperity Financial Group, Inc. | 3.37% | Add +32.9% | 138,317 | $6.7M |
| Commonwealth Financial Services, LLC | 1.31% | Add +2.6% | 137,300 | $6.7M |
| EdgeRock Capital LLC | 4.28% | Reduce -4.2% | 134,278 | $6.5M |
| Fairway Financial, LLC | 5.81% | — | 130,844 | $6.4M |
| Lunt Capital Management, Inc. | 2.46% | Add +5.8% | 129,978 | $6.3M |
| Spire Wealth Management | 0.20% | New | 129,914 | $6.3M |
| Citigroup Inc. | 0.01% | Add +4.9% | 129,564 | $6.3M |
| D.A. Davidson & Co. | 0.05% | Reduce -0.4% | 128,288 | $6.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +6.7% | 127,906 | $6.2M |
| Geneos Wealth Management Inc. | 0.21% | New | 125,553 | $6.1M |
| Arax Advisory Partners | 0.38% | Add +711.0% | 124,542 | $6.1M |
| Entruity Wealth, LLC | 5.87% | — | 121,499 | $5.9M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -10.0% | 121,099 | $5.9M |
| Secure Asset Management, LLC | 0.89% | Add +21.1% | 120,064 | $5.8M |
| Walkner Condon Financial Advisors LLC | 1.18% | Reduce -0.3% | 119,166 | $5.8M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +193.8% | 115,889 | $5.6M |
"% 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.