First Trust Low Duration OppLMBSETF
13F holders, Q1 2025 (March 31)407holders −9
35new positions
34sold out
1famous investor
$49.15avg. 13F price*
At the end of Q1 2025, 407 institutions reported holding First Trust Low Duration Opp (LMBS) in their 13F filings, down 9 from Q4 2024. 35 opened new positions and 34 sold out. The largest holders were Morgan Stanley ($633.7M), LPL Financial LLC ($454.7M) and Wells Fargo & Company ($250.0M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $25.5M |
| Exits | 34 | $29.6M |
All 13F filers, Q4 2024 → Q1 2025: 5,983,012 shares bought and 2,593,154 shares sold, net +3,389,858 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 407 holders
| Morgan Stanley | 0.05% | Add +6.8% | 12,889,621 | $633.7M |
| LPL Financial LLC | 0.18% | Reduce -0.2% | 9,249,695 | $454.7M |
| Wells Fargo & Company | 0.06% | Add +4.8% | 5,084,447 | $250.0M |
| UBS Group AG | 0.04% | Reduce -0.6% | 4,129,464 | $203.0M |
| Raymond James Financial Inc. | 0.06% | Add +11.2% | 3,410,262 | $167.6M |
| Royal Bank of Canada | 0.03% | Reduce -4.7% | 2,610,301 | $128.3M |
| Cetera Investment Advisers | 0.16% | Reduce -0.7% | 1,712,873 | $84.2M |
| Bank of America Corp. | 0.01% | Add +10.6% | 1,381,737 | $67.9M |
| Commonwealth Equity Services, LLC | 0.07% | Add +21.1% | 996,316 | $49.0M |
| First Trust Advisors LP | 0.04% | Reduce -6.1% | 989,871 | $48.7M |
| Berger Financial Group, Inc | 3.31% | Add +10.1% | 970,373 | $47.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.1% | 928,446 | $45.6M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +13.3% | 796,139 | $39.1M |
| Clearwater Capital Advisors, LLC | 3.54% | Add +3.0% | 746,011 | $36.7M |
| Concurrent Investment Advisors, LLC | 0.89% | Add +5.2% | 742,056 | $36.5M |
| Csenge Advisory Group | 1.98% | Add +1.0% | 712,177 | $34.8M |
| HighTower Advisors, LLC | 0.05% | Add +92.9% | 706,227 | $34.7M |
| Osaic Holdings, Inc. | 0.07% | Add +41.3% | 675,622 | $33.2M |
| Stifel Financial Corp. | 0.03% | Add +5.4% | 633,192 | $31.1M |
| Trilogy Capital Inc. | 1.37% | Add +9.2% | 532,196 | $26.2M |
| Prospera Financial Services Inc | 0.58% | Add +4.7% | 513,412 | $25.2M |
| Baird Financial Group, Inc. | 0.05% | Reduce -2.9% | 497,094 | $24.4M |
| Financial Enhancement Group LLC | 3.78% | Add +97.2% | 497,099 | $24.2M |
| Private Advisor Group, LLC | 0.14% | Add +4.6% | 475,013 | $23.4M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +3.8% | 468,274 | $23.0M |
| Harvest Investment Services, LLC | 6.33% | Add +1.6% | 462,623 | $22.7M |
| Harbour Investments, Inc. | 0.64% | Add +37.3% | 455,173 | $22.4M |
| Brookstone Capital Management | 0.31% | Reduce -5.9% | 437,877 | $21.5M |
| Heck Capital Advisors, LLC | 2.41% | Add +7.1% | 435,570 | $21.4M |
| Inspirion Wealth Advisors, LLC | 2.81% | Reduce -0.5% | 412,258 | $20.3M |
| Cerity Partners LLC | 0.04% | Add +2.8% | 404,605 | $19.9M |
| Searcy Financial Services Inc. | 8.30% | Add +2.5% | 390,292 | $19.2M |
| Stephens Inc. | 0.27% | Reduce -6.9% | 371,549 | $18.3M |
| Aaron Wealth Advisors LLC | 1.99% | Add +39.1% | 352,416 | $17.3M |
| Cwm, LLC | 0.07% | Add +4.0% | 345,422 | $17.0M |
| American Financial Advisors, LLC | 2.45% | Reduce -0.9% | 343,686 | $16.9M |
| Renaissance Technologies | 0.02% | Add +42.4% | 324,200 | $15.9M |
| TD Capital Management LLC | 1.56% | Reduce -0.2% | 312,333 | $15.4M |
| Integrated Wealth Concepts LLC | 0.18% | Add +15.3% | 311,174 | $15.3M |
| Atwood & Palmer Inc. | 1.06% | Add +14.9% | 310,145 | $15.2M |
| Clifford Swan Investment Counsel LLC | 0.56% | Reduce -2.4% | 308,919 | $15.2M |
| Kestra Private Wealth Services, LLC | 0.25% | Add +2.7% | 307,968 | $15.1M |
| Fairvoy Private Wealth, LLC | 4.14% | Add +26.8% | 306,728 | $15.1M |
| Avantax Advisory Services, Inc. | 0.09% | Reduce -0.3% | 303,446 | $14.9M |
| TL Private Wealth | 7.32% | Add +0.4% | 302,475 | $14.8M |
| Obermeyer Wealth Partners | 0.78% | Add +7.9% | 299,089 | $14.7M |
| Petix & Botte Co | 3.82% | Reduce -14.8% | 295,219 | $14.5M |
| NewEdge Advisors, LLC | 0.08% | Add +7.8% | 289,409 | $14.2M |
| Prism Advisors, Inc. | 4.31% | Reduce -0.2% | 284,791 | $14.0M |
| Walkner Condon Financial Advisors LLC | 2.77% | Add +134.2% | 279,039 | $13.7M |
| Truist Financial Corp. | 0.02% | Add +2.7% | 267,597 | $13.2M |
| Atria Investments, Inc | 0.17% | Reduce -1.1% | 267,144 | $13.1M |
| Mariner, LLC | 0.02% | Add +6.2% | 262,879 | $12.9M |
| Foundations Investment Advisors, LLC | 0.23% | Reduce -0.2% | 252,445 | $12.4M |
| Weitzel Financial Services, Inc. | 5.87% | No change | 252,769 | $12.3M |
| Rockefeller Capital Management L.P. | 0.03% | Add +94.9% | 249,278 | $12.3M |
| Long Run Wealth Advisors, LLC | 2.68% | Add +6.3% | 240,039 | $11.8M |
| Kestra Advisory Services, LLC | 0.06% | Add +23.1% | 235,597 | $11.6M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -24.1% | 227,406 | $11.2M |
| Assetmark, Inc. | 0.03% | Add +13.0% | 226,186 | $11.1M |
| First International Bank & Trust | 3.47% | Add +5.8% | 223,285 | $11.0M |
| PFS Partners, LLC | 5.66% | Add +1.8% | 216,430 | $10.6M |
| MRA Advisory Group | 5.54% | Add +5.1% | 211,367 | $10.4M |
| MML Investors Services, LLC | 0.03% | Add +6.8% | 204,037 | $10.0M |
| EWG Elevate Inc. | 3.80% | Reduce -10.7% | 204,022 | $10.0M |
| Secure Asset Management, LLC | 2.02% | Add +69.2% | 203,138 | $10.0M |
| Kingsview Wealth Management, LLC | 0.18% | Reduce -13.3% | 198,207 | $9.7M |
| Ameritas Advisory Services, LLC | 0.39% | Reduce -5.0% | 196,423 | $9.6M |
| Clear Creek Financial Management, LLC | 0.99% | Reduce -29.9% | 194,589 | $9.6M |
| Comerica Bank | 0.04% | Add +13.7% | 193,195 | $9.5M |
| &partners | 0.10% | Add +84.2% | 187,638 | $9.4M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +2.3% | 189,533 | $9.3M |
| Darwin Wealth Management, LLC | 3.08% | No change | 188,450 | $9.2M |
| Focus Partners Wealth | 0.02% | Reduce -1.3% | 181,873 | $8.9M |
| RiverTree Advisors, LLC | 5.89% | Reduce -21.0% | 178,920 | $8.8M |
| Vestmark Advisory Solutions, Inc. | 0.23% | Add +5.5% | 178,022 | $8.8M |
| Bellevue Asset Management, LLC | 4.66% | Add +6.4% | 173,647 | $8.5M |
| Ameritas Investment Partners, Inc. | 0.29% | Add +8.0% | 171,235 | $8.4M |
| Summit Financial, LLC | 0.24% | Add +528.0% | 171,090 | $8.4M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +46.2% | 169,387 | $8.3M |
| IFP Advisors, Inc | 0.26% | Add +11.1% | 169,346 | $8.3M |
| JPMorgan Chase & Co. | 0.00% | Add +73.1% | 168,921 | $8.3M |
| LexAurum Advisors, LLC | 1.49% | Add +4.0% | 156,525 | $7.7M |
| Mutual Advisors, LLC | 0.22% | Add +200.3% | 156,767 | $7.7M |
| Friedenthal Financial | 4.53% | Add +168.4% | 154,097 | $7.6M |
| Grove Bank & Trust | 1.01% | Add +7.5% | 153,095 | $7.5M |
| D.A. Davidson & Co. | 0.06% | Add +18.8% | 152,346 | $7.5M |
| TCP Asset Management, LLC | 1.58% | Add +2.1% | 143,874 | $7.1M |
| Commonwealth Financial Services, LLC | 1.45% | Add +4.6% | 143,657 | $7.1M |
| Sigma Planning Corp | 0.22% | Reduce -1.6% | 141,946 | $7.0M |
| EdgeRock Capital LLC | 4.91% | Add +4.4% | 140,221 | $6.9M |
| Oppenheimer & Co. Inc. | 0.10% | Add +139.7% | 138,827 | $6.8M |
| Stratos Wealth Partners, LTD. | 0.10% | Reduce -8.8% | 136,205 | $6.7M |
| IMA Advisory Services, Inc. | 0.79% | New | 135,322 | $6.7M |
| Lunt Capital Management, Inc. | 2.39% | Add +2.7% | 133,530 | $6.6M |
| Fairway Financial, LLC | 5.94% | Add +1.8% | 133,147 | $6.5M |
| First Heartland Consultants, Inc. | 0.67% | Add +26.1% | 131,664 | $6.5M |
| Citigroup Inc. | 0.00% | Reduce -0.5% | 128,946 | $6.3M |
| Geneos Wealth Management Inc. | 0.21% | Add +1.7% | 127,647 | $6.3M |
| Entruity Wealth, LLC | 5.75% | Add +2.2% | 124,118 | $6.1M |
"% 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.