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 |
| BostonPremier Wealth LLC | 3.40% | — | 115,133 | $5.6M |
| Mainsail Financial Group, LLC | 3.21% | Add +7.3% | 113,728 | $5.5M |
| Triumph Capital Management | 1.77% | Add +156.6% | 106,550 | $5.2M |
| Ashton Thomas Private Wealth, LLC | 0.20% | Add +37.6% | 106,529 | $5.2M |
| First Heartland Consultants, Inc. | 0.52% | New | 104,391 | $5.1M |
| Silver Oak Securities, Incorporated | 0.46% | Add +8.4% | 102,370 | $5.0M |
| &partners | 0.06% | Add +364.6% | 101,842 | $4.9M |
| Ssi Investment Management LLC | 1.74% | Reduce -27.3% | 100,106 | $4.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -22.0% | 97,600 | $4.8M |
| Adamsbrown Wealth Consultants LLC | 1.61% | New | 97,257 | $4.7M |
| Snowden Capital Advisors LLC | 0.15% | Add +2.1% | 95,917 | $4.7M |
| Alpha Financial Advisors, LLC | 2.08% | Reduce -0.1% | 94,443 | $4.6M |
| Manhattan West Asset Management, LLC | 1.23% | Reduce -22.0% | 93,789 | $4.6M |
| Midwest Financial Group LLC | 2.57% | Add +0.7% | 92,115 | $4.5M |
| James J. Burns & Company, LLC | 0.77% | Add +1.9% | 91,025 | $4.4M |
| Visionary Wealth Advisors | 0.26% | Reduce -21.6% | 90,512 | $4.4M |
| Boston Financial Mangement LLC | 0.13% | Add +4.8% | 86,876 | $4.2M |
| Braun-Bostich & Associates Inc. | 2.96% | Add +4.7% | 84,257 | $4.1M |
| Migdal Insurance & Financial Holdings Ltd. | 0.06% | Add +1.4% | 82,467 | $4.0M |
| WR Wealth Planners, LLC | 1.25% | Reduce -0.0% | 79,913 | $3.9M |
| Benjamin Edwards Inc. | 0.06% | Add +13.3% | 79,064 | $3.8M |
| Center for Financial Planning, Inc. | 0.50% | New | 77,243 | $3.8M |
| Mattson Financial Services, LLC | 1.19% | New | 75,695 | $3.7M |
| Per Stirling Capital Management, LLC. | 0.53% | Add +18.5% | 76,300 | $3.7M |
| Debussy Capital Management LP | 0.57% | Reduce -0.5% | 76,369 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -7.6% | 71,232 | $3.5M |
| MAI Capital Management | 0.02% | New | 68,174 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Add +909.3% | 67,464 | $3.3M |
| Keystone Wealth Services, LLC | 0.87% | Add +7.2% | 67,179 | $3.3M |
| Park Square Financial Group, LLC | 2.22% | — | 65,925 | $3.2M |
| Anfield Capital Management, LLC | 1.15% | Reduce -3.9% | 65,388 | $3.2M |
| Financial Advocates Investment Management | 0.18% | Reduce -42.1% | 63,669 | $3.1M |
| Dominguez Wealth Management Solutions, Inc. | 2.22% | Add +0.3% | 62,452 | $3.0M |
| Oppenheimer & Co. Inc. | 0.04% | Add +51.0% | 57,915 | $2.8M |
| AE Wealth Management LLC | 0.02% | Reduce -16.7% | 57,567 | $2.8M |
| Friedenthal Financial | 1.63% | Reduce -60.4% | 57,415 | $2.8M |
| Advisory Services Network, LLC | 0.05% | Reduce -16.8% | 57,400 | $2.8M |
| Apollon Wealth Management, LLC | 0.06% | Add +97.7% | 57,128 | $2.8M |
| Iams Wealth Management, LLC | 1.27% | Add +9.6% | 56,943 | $2.8M |
| TBH Global Asset Management, LLC | 0.65% | Reduce -4.2% | 57,686 | $2.8M |
| Claris Financial LLC | 1.81% | — | 56,573 | $2.8M |
| FSB Premier Wealth Management, Inc. | 1.08% | Add +20.0% | 55,587 | $2.7M |
| DAVENPORT & Co LLC | 0.01% | Add +2.8% | 52,433 | $2.6M |
| Mutual Advisors, LLC | 0.07% | Add +31.5% | 52,204 | $2.5M |
| Stenger Family Office, LLC | 0.86% | — | 51,719 | $2.5M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Add +815.0% | 50,666 | $2.5M |
| Destiny Wealth Partners, LLC | 0.40% | Add +6.0% | 50,554 | $2.5M |
| NewEdge Wealth, LLC | 0.04% | Reduce -8.3% | 48,221 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +2.3% | 48,205 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +2.3% | 48,205 | $2.3M |
| AIFG Consultants Ltd. | 3.82% | Add +57.1% | 48,129 | $2.3M |
| Park Avenue Securities LLC | 0.02% | Add +13.4% | 47,545 | $2.3M |
| Laidlaw Wealth Management LLC | 1.01% | Add +36.1% | 47,421 | $2.3M |
| Householder Group Estate & Retirement Specialist, LLC | 1.72% | Add +35.5% | 47,220 | $2.3M |
| Continuum Advisory, LLC | 0.29% | Add +29.3% | 46,230 | $2.3M |
| KMG Fiduciary Partners, LLC | 0.18% | Add +8.8% | 45,381 | $2.2M |
| Rehmann Capital Advisory Group | 0.14% | Add +11.0% | 44,914 | $2.2M |
| CoreCap Advisors, LLC | 0.10% | Add +6.0% | 43,775 | $2.1M |
| Pine Valley Investments Ltd Liability Co | 0.14% | Reduce -4.0% | 43,358 | $2.1M |
| KOM Wealth Management Group, LLC | 1.55% | Add +0.2% | 43,034 | $2.1M |
| Cottonwood Capital Advisors, LLC | 1.50% | Reduce -4.4% | 43,011 | $2.1M |
| IHT Wealth Management, LLC | 0.07% | Add +220.9% | 42,664 | $2.1M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -1.6% | 41,709 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -14.8% | 41,487 | $2.0M |
| City Holding Co. | 0.28% | Add +2.1% | 41,228 | $2.0M |
| Bigelow Investment Advisors, LLC | 0.94% | Add +11.1% | 41,013 | $2.0M |
| Endowment Wealth Management, Inc. | 1.32% | Add +17.7% | 40,511 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -9.8% | 40,357 | $2.0M |
| Stonehaven Wealth & Tax Solutions, LLC | 2.13% | — | 40,294 | $2.0M |
| Wedbush Securities Inc. | 0.07% | Reduce -12.5% | 39,336 | $1.9M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -9.5% | 38,683 | $1.9M |
| Maia Wealth LLC | 0.39% | Add +89.7% | 37,605 | $1.8M |
| Ifrah Financial Services, Inc. | 0.49% | Add +1.5% | 36,475 | $1.8M |
| Traction Financial Partners, LLC | 1.38% | Add +5.2% | 36,387 | $1.8M |
| Patten Group, Inc. | 0.39% | Add +26.6% | 36,324 | $1.8M |
| Central Pacific Bank - Trust Division | 0.24% | Reduce -38.0% | 35,460 | $1.7M |
| Concourse Financial Group Securities, Inc. | 0.09% | Reduce -5.5% | 33,054 | $1.6M |
| First Hawaiian Bank | 0.05% | Reduce -27.8% | 32,507 | $1.6M |
| Arcadia Wealth Management, Inc. | 1.33% | — | 32,123 | $1.6M |
| Wisconsin Wealth Advisors, LLC | 2.29% | — | 31,898 | $1.6M |
| Coppell Advisory Solutions LLC | 0.22% | Add +54.3% | 31,703 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Add +4.6% | 30,818 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +314.7% | 30,374 | $1.5M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -1.2% | 30,291 | $1.5M |
| Cornell Pochily Investment Advisors, Inc. | 0.50% | Reduce -20.1% | 29,568 | $1.4M |
| Prosperity Consulting Group, LLC | 0.11% | Add +14.8% | 29,543 | $1.4M |
| StoneX Group Inc. | 0.08% | Add +4.3% | 29,206 | $1.4M |
| Perigon Wealth Management, LLC | 0.03% | Add +26.4% | 28,915 | $1.4M |
| Perennial Investment Advisors, LLC | 0.17% | Add +24.0% | 28,890 | $1.4M |
| Abbot Financial Management, Inc. | 0.69% | Add +32.2% | 28,659 | $1.4M |
| Jane Street Group, LLC | 0.00% | New | 28,409 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +804.8% | 27,506 | $1.3M |
| Faithward Advisors, LLC | 0.23% | Add +0.5% | 27,295 | $1.3M |
| Summit Financial, LLC | 0.05% | Add +22.2% | 27,245 | $1.3M |
| BlueChip Wealth Advisors LLC | 0.73% | Reduce -19.5% | 27,197 | $1.3M |
| Richard W. Paul & Associates, LLC | 0.48% | Reduce -0.3% | 26,813 | $1.3M |
| Global Assets Advisory, LLC | 0.72% | No change | 26,785 | $1.3M |
| Columbia Advisory Partners LLC | 1.21% | Add +5.8% | 26,636 | $1.3M |
| TCFG Wealth Management, LLC | 0.65% | Add +2.0% | 26,214 | $1.3M |
| Core Wealth Partners LLC | 0.72% | Add +6.8% | 25,773 | $1.3M |
| Barrett & Company, Inc. | 0.52% | Reduce -0.7% | 25,343 | $1.2M |
| Private Trust Co. NA | 0.13% | Reduce -5.0% | 25,329 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +9.4% | 25,147 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.2% | 23,268 | $1.1M |
| Centennial Wealth Advisory LLC | 0.44% | Add +146.5% | 23,192 | $1.1M |
| IFG Advisory, LLC | 0.06% | Reduce -26.2% | 22,969 | $1.1M |
| Helium Advisors LLC | 0.88% | — | 22,703 | $1.1M |
| Independent Financial Group, LLC | 0.04% | Add +3.8% | 22,667 | $1.1M |
| Gentry Private Wealth, LLC | 4.47% | Reduce -1.6% | 22,081 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Add +7.6% | 21,759 | $1.1M |
| Cypress Capital Group | 0.13% | Reduce -20.7% | 21,340 | $1.0M |
| Tyler-Stone Wealth Management | 0.18% | Add +31.4% | 21,251 | $1.0M |
| Allworth Financial LP | 0.01% | Add +0.2% | 20,733 | $1.0M |
| Integrated Advisors Network LLC | 0.05% | Reduce -20.3% | 20,606 | $1.0M |
| Gateway Wealth Partners, LLC | 0.25% | Reduce -2.6% | 20,166 | $981K |
| GPS Wealth Strategies Group, LLC | 0.12% | Add +4.3% | 19,504 | $949K |
| Principal Securities, Inc. | 0.02% | Add +26.2% | 18,690 | $910K |
| Old Mission Capital LLC | 0.02% | New | 18,633 | $907K |
| Eagle Harbor Asset Management Inc. | 0.88% | Add +53.8% | 18,103 | $881K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +3.0% | 17,938 | $873K |
| Integrity Wealth Advisors, Inc. | 0.64% | — | 17,747 | $864K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.21% | Add +4.3% | 17,738 | $863K |
| Hilltop Holdings Inc. | 0.05% | Add +3.0% | 17,351 | $844K |
| Farther Finance Advisors, LLC | 0.03% | Add +9.8% | 17,325 | $843K |
| Avestar Capital, LLC | 0.08% | Reduce -9.2% | 17,203 | $837K |
| Towerpoint Wealth, LLC | 0.40% | Add +2.9% | 16,682 | $812K |
| Vishria Bird Financial Group, LLC | 0.28% | No change | 16,379 | $797K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +19.9% | 16,362 | $796K |
| Meridian Wealth Management, LLC | 0.04% | Reduce -22.2% | 16,274 | $792K |
| 626 Financial, LLC | 0.42% | Add +3.1% | 16,136 | $785K |
| Brueske Advisory Services, LLC | 0.70% | — | 16,126 | $785K |
| PFG Advisors | 0.05% | Add +104.3% | 15,938 | $776K |
| Maridea Wealth Management LLC | 0.25% | — | 15,903 | $774K |
| Concentrum Wealth Management | 0.27% | Reduce -23.7% | 15,799 | $769K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +69.8% | 15,638 | $761K |
| TFB Advisors LLC | 0.22% | Add +17.1% | 15,577 | $758K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -71.2% | 15,293 | $744K |
| Stockman Wealth Management, Inc. | 0.12% | Reduce -10.4% | 15,155 | $738K |
| Flaharty Asset Management, LLC | 0.11% | Reduce -67.5% | 15,124 | $736K |
| Belpointe Asset Management LLC | 0.04% | Add +23.6% | 14,769 | $724K |
| Ballew Advisors, Inc | 0.46% | Add +0.3% | 14,963 | $724K |
| Wealth Watch Advisors, INC | 0.43% | — | 14,273 | $695K |
| LaSalle St. Investment Advisors, LLC | 0.21% | New | 13,970 | $679K |
| Narwhal Capital Management | 0.06% | Add +10.3% | 13,879 | $675K |
| Morey & Quinn Wealth Partners, LLC | 0.57% | — | 13,767 | $670K |
| 1776 Wealth LLC | 0.30% | No change | 13,557 | $660K |
| Kingswood Wealth Advisors, LLC | 0.05% | New | 13,516 | $658K |
| Holistic Financial Partners | 0.32% | Reduce -10.6% | 13,336 | $649K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -5.3% | 12,252 | $596K |
| Chris Bulman Inc | 0.37% | Add +43.2% | 12,031 | $586K |
| Mattern Wealth Management LLC | 0.13% | No change | 12,000 | $584K |
| Centaurus Financial, Inc. | 0.04% | Add +183.7% | 11,911 | $580K |
| International Assets Investment Management, LLC | 0.05% | New | 11,862 | $577K |
| Global Retirement Partners, LLC | 0.02% | Reduce -7.7% | 11,857 | $577K |
| Valley Financial Group, Inc. | 0.40% | Add +0.7% | 11,824 | $575K |
| Hamilton Wealth, LLC | 0.14% | Reduce -8.3% | 11,716 | $570K |
| Susquehanna International Group, LLP | 0.00% | Reduce -20.4% | 11,397 | $555K |
| Creative Financial Designs Inc. | 0.05% | Add +10.8% | 11,393 | $555K |
| O'Connor Financial Group LLC | 0.29% | Add +1.0% | 11,390 | $554K |
| Avaii Wealth Management, LLC | 0.27% | Add +98.9% | 11,379 | $554K |
| Herold Advisors, Inc. | 0.12% | Reduce -0.3% | 11,241 | $547K |
| Treynor Bancshares, Inc. | 0.57% | Reduce -55.8% | 11,179 | $544K |
| Citadel Advisors | 0.00% | New | 11,148 | $543K |
| Focus Financial Network, Inc. | 0.02% | Reduce -9.8% | 10,934 | $532K |
| Composition Wealth, LLC | 0.01% | Reduce -14.9% | 10,760 | $524K |
| Creative Planning | 0.00% | Reduce -13.8% | 10,550 | $513K |
| Raab & Moskowitz Asset Management LLC | 0.13% | Reduce -2.0% | 10,483 | $510K |
| Wealth Effects LLC | 0.18% | Reduce -33.0% | 10,402 | $506K |
| RFG Advisory, LLC | 0.01% | Reduce -13.2% | 10,397 | $506K |
| Arkadios Wealth Advisors | 0.03% | Reduce -15.5% | 10,085 | $491K |
| Pinnacle Family Advisors, LLC | 0.23% | Add +4.4% | 9,928 | $483K |
| Laraway Financial Advisors Inc | 0.37% | Add +0.0% | 9,740 | $474K |
| Acorn Wealth Advisors, LLC | 0.19% | Reduce -12.9% | 9,497 | $462K |
| Trustmark Bank Trust Department | 0.03% | No change | 9,322 | $454K |
| Beacon Financial Advisory LLC | 0.15% | Add +34.1% | 9,311 | $453K |
| Western Wealth Management, LLC | 0.02% | Reduce -15.3% | 9,185 | $447K |
| Merkkuri Wealth Advisors LLC | 0.35% | Reduce -12.3% | 9,098 | $443K |
| Tanager Wealth Management LLP | 0.06% | No change | 8,892 | $433K |
| Sargent Investment Group, LLC | 0.07% | Reduce -11.7% | 8,940 | $433K |
| Claro Advisors Inc. | 0.06% | Add +2.9% | 8,861 | $431K |
| Winebrenner Capital Management LLC | 0.33% | — | 8,854 | $431K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +6.2% | 8,784 | $427K |
| Insight Inv LLC | 0.30% | Reduce -25.1% | 8,765 | $427K |
| Mgo One Seven LLC | 0.02% | Reduce -1.8% | 8,746 | $426K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -9.1% | 8,651 | $421K |
| Wealthspire Advisors, LLC | 0.00% | New | 8,628 | $420K |
| Davidson Trust Co. | 0.21% | No change | 8,561 | $417K |
| Family Legacy, Inc. | 0.14% | Reduce -0.4% | 8,513 | $413K |
| Capital Investment Counsel, LLC | 0.07% | Reduce -56.8% | 8,220 | $400K |
| Clarus Wealth Advisors | 0.20% | Reduce -1.9% | 8,267 | $400K |
| Arbor Capital Management Inc. | 0.39% | Add +32.5% | 8,162 | $397K |
| Capital CS Group, LLC | 0.53% | Add +6.2% | 8,085 | $393K |
| Team Financial Group, LLC | 0.22% | Add +88.2% | 7,971 | $388K |
| Private Client Services, LLC | 0.21% | Add +9.5% | 7,903 | $385K |
| NBT Bank, N.A. | 0.03% | Reduce -13.1% | 7,791 | $379K |
| Cresset Asset Management, LLC | 0.00% | No change | 7,760 | $378K |
| Chiron Capital Management, LLC | 0.35% | Reduce -21.0% | 7,543 | $367K |
| Moloney Securities Asset Management, LLC | 0.05% | Reduce -2.1% | 7,523 | $366K |
| Strategic Blueprint, LLC | 0.02% | Reduce -6.4% | 7,509 | $365K |
| Platform Technology Partners | 0.11% | No change | 7,420 | $361K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -1.4% | 7,359 | $358K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -2.6% | 7,002 | $341K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.6% | 6,982 | $340K |
| Southland Equity Partners LLC | 0.08% | Reduce -6.4% | 6,853 | $334K |
| West Michigan Advisors, LLC | 0.10% | Add +7.7% | 6,842 | $333K |
| Capital Market Strategies LLC | 0.19% | Reduce -17.5% | 6,740 | $328K |
| Quad-Cities Investment Group, LLC | 0.16% | Reduce -2.2% | 6,720 | $327K |
| Wealth Management Associates, Inc. | 0.14% | Add +0.1% | 6,659 | $324K |
| Key Client Fiduciary Advisors, LLC | 0.14% | Reduce -13.7% | 6,540 | $318K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -0.7% | 6,485 | $316K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -1.4% | 6,376 | $310K |
| Stratos Investment Management, LLC | 0.02% | Reduce -21.1% | 6,331 | $308K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -5.4% | 6,205 | $302K |
| US Bancorp \de | 0.00% | Add +66.9% | 6,177 | $301K |
| Retirement Guys Formula LLC | 0.15% | Reduce -3.2% | 6,089 | $296K |
| Sovran Advisors, LLC | 0.04% | — | 6,096 | $295K |
| Luminist Capital LLC | 0.51% | — | 5,936 | $289K |
| WMG Financial Advisors, LLC | 0.12% | Reduce -2.5% | 5,927 | $288K |
| Archer Investment Corp | 0.08% | Add +3.1% | 5,840 | $284K |
| ERn Financial, LLC | 0.04% | Reduce -8.8% | 5,815 | $283K |
| Shaker Investments LLC | 0.12% | No change | 5,766 | $281K |
| AlphaMark Advisors, LLC | 0.12% | No change | 5,727 | $279K |
| Kovack Advisors, Inc. | 0.03% | Reduce -2.6% | 5,723 | $279K |
| Moment Partners, LLC | 0.05% | — | 5,563 | $271K |
| Bison Wealth, LLC | 0.03% | — | 5,513 | $268K |
| Legacy Edge Advisors, LLC | 0.04% | New | 5,472 | $266K |
| Waterloo Capital, L.P. | 0.03% | No change | 5,454 | $265K |
| Quadrature Capital Ltd | 0.01% | New | 5,373 | $262K |
| Gradient Investments LLC | 0.01% | Reduce -99.3% | 5,334 | $260K |
| Ancora Advisors LLC | 0.01% | New | 5,285 | $257K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -29.8% | 5,297 | $257K |
| Larson Financial Group LLC | 0.01% | Reduce -2.7% | 5,199 | $253K |
| Essex LLC | 0.05% | Reduce -0.8% | 5,193 | $253K |
| Trueblood Wealth Management, LLC | 0.12% | No change | 5,191 | $253K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -1.2% | 5,131 | $250K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -13.7% | 5,108 | $249K |
| Betterment LLC | 0.00% | New | 5,085 | $247K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 5,069 | $247K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +1.0% | 5,046 | $246K |
| Rede Wealth, LLC | 0.09% | Reduce -4.9% | 5,034 | $245K |
| Cambridge Advisors Inc. | 0.05% | Reduce -3.9% | 5,023 | $244K |
| Moneywise, Inc. | 0.12% | Reduce -39.5% | 5,015 | $244K |
| Mosley Wealth Management | 0.15% | Reduce -4.2% | 4,812 | $234K |
| TrueWealth Advisors, LLC | 0.08% | Reduce -5.7% | 4,730 | $230K |
| Impact Partnership Wealth, LLC | 0.05% | New | 4,618 | $225K |
| Proactive Wealth Strategies LLC | 0.12% | Add +10.8% | 4,551 | $222K |
| Genesee Capital Advisors, LLC | 0.10% | Add +0.9% | 4,522 | $220K |
| Cutter & CO Brokerage, Inc. | 0.05% | Reduce -4.7% | 4,388 | $214K |
| Sovereign Financial Group, Inc. | 0.05% | No change | 4,356 | $212K |
| Tidemark, LLC | 0.08% | Add +0.2% | 4,234 | $206K |
| Beacon Financial Group | 0.02% | No change | 4,226 | $206K |
| Castle Rock Wealth Management, LLC | 0.05% | Reduce -8.5% | 4,207 | $206K |
| GeoWealth Management, LLC | 0.01% | Reduce -61.0% | 4,210 | $205K |
| Novem Group | 0.03% | — | 4,167 | $203K |
| Lion Street Advisors, LLC | 0.06% | No change | 4,162 | $203K |
| Pinnacle Bancorp, Inc. | 0.05% | Add +2.2% | 3,296 | $160K |
| MTM Investment Management, LLC | 0.06% | No change | 3,098 | $151K |
| Beacon Capital Management, LLC | 0.02% | Add +0.7% | 2,879 | $140K |
| Tucker Asset Management LLC | 0.03% | Add +46.3% | 2,792 | $136K |
| Harbor Investment Advisory, LLC | 0.01% | Add +20.1% | 2,746 | $134K |
| Marshall Investment Management, LLC | 0.08% | — | 2,658 | $131K |
| Holos Integrated Wealth LLC | 0.09% | — | 2,614 | $127K |
| Kestra Investment Management, LLC | 0.01% | New | 2,609 | $127K |
| Synergy Investment Management, LLC | 0.05% | — | 2,391 | $116K |
| Optimum Investment Advisors | 0.04% | No change | 1,900 | $92K |
| Raleigh Capital Management Inc. | 0.04% | Reduce -1.1% | 1,887 | $92K |
| Riggs Asset Managment Co. Inc. | 0.02% | Add +16.2% | 1,793 | $87K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,667 | $81K |
| Wintrust Investments LLC | 0.07% | Reduce -3.0% | 1,679 | $81K |
| Medallion Wealth Advisors, LLC | 0.04% | — | 1,555 | $76K |
| GAMMA Investing LLC | 0.01% | Add +8.2% | 1,404 | $68K |
| Raffa Wealth Management, LLC | 0.01% | No change | 1,326 | $65K |
| Blair William & Co. | 0.00% | Reduce -26.2% | 1,211 | $59K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,199 | $58K |
| EPG Wealth Management LLC | 0.01% | Reduce -17.5% | 1,153 | $56K |
| Wagner Wealth Management, LLC | 0.01% | Add +8.9% | 1,093 | $53K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 972 | $47K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 825 | $40K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 825 | $40K |
| Clearstead Advisors, LLC | 0.00% | Add +894.8% | 766 | $37K |
| Smithfield Trust Co | 0.00% | No change | 725 | $36K |
| Quest 10 Wealth Builders, Inc. | 0.03% | — | 625 | $30K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -48.0% | 603 | $29K |
| BNP Paribas Financial Markets | 0.00% | Reduce -89.5% | 594 | $29K |
| Y.D. More Investments Ltd | 0.00% | No change | 573 | $28K |
| FLP Wealth Management, LLC | 0.07% | — | 551 | $27K |
| WealthShield Partners, LLC | 0.00% | No change | 505 | $25K |
| True Wealth Design, LLC | 0.01% | No change | 400 | $19K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -56.7% | 391 | $19K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +164.2% | 362 | $18K |
| Rothschild Investment LLC | 0.00% | No change | 335 | $16K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 284 | $14K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 262 | $13K |
| Sachetta, LLC | 0.01% | No change | 260 | $13K |
| Golden State Wealth Management, LLC | 0.00% | — | 250 | $12K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 238 | $12K |
| Elevation Wealth Partners, LLC | 0.00% | New | 215 | $10K |
| Decker Retirement Planning Inc. | 0.01% | — | 214 | $10K |
| CVA Family Office, LLC | 0.00% | No change | 207 | $10K |
| Avion Wealth | 0.00% | Add +0.5% | 223 | $10K |
| REAP Financial Group, LLC | 0.00% | New | 203 | $10K |
| PSI Advisors, LLC | 0.00% | No change | 152 | $7K |
| Creekmur Asset Management LLC | 0.00% | Reduce -5.4% | 106 | $5K |
| Ameriflex Group, Inc. | 0.00% | — | 103 | $5K |
| Transce3nd, LLC | 0.00% | — | 77 | $4K |
| McIlrath & Eck, LLC | 0.00% | Reduce -8.1% | 57 | $3K |
| IMG Wealth Management, Inc. | 0.00% | — | 56 | $3K |
| Hexagon Capital Partners LLC | 0.00% | No change | 56 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -97.3% | 52 | $3K |
| Caitlin John, LLC | 0.00% | No change | 41 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 37 | $2K |
| Lanark Financial, Inc. | 0.08% | — | 17 | $852 |
| Capital A Wealth Management, LLC | 0.00% | — | 11 | $535 |
| Realta Investment Advisors | 0.00% | New | 8 | $389 |
| Synergy Asset Management, LLC | 0.00% | New | 5 | $247 |
| FMR LLC | 0.00% | Reduce -66.7% | 2 | $97 |
"% 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.