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 |
| Independent Advisor Alliance | 0.20% | Reduce -66.3% | 123,318 | $6.1M |
| Ashton Thomas Private Wealth, LLC | 0.23% | Add +13.4% | 120,799 | $5.9M |
| Mainsail Financial Group, LLC | 3.31% | Add +4.6% | 118,957 | $5.8M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -6.4% | 113,372 | $5.6M |
| BostonPremier Wealth LLC | 3.45% | Reduce -1.7% | 113,146 | $5.6M |
| Triumph Capital Management | 1.83% | Add +4.9% | 111,775 | $5.5M |
| Manhattan West Asset Management, LLC | 1.35% | Add +15.0% | 107,889 | $5.3M |
| Silver Oak Securities, Incorporated | 0.48% | Add +1.1% | 103,500 | $5.1M |
| Snowden Capital Advisors LLC | 0.16% | Add +7.8% | 103,362 | $5.1M |
| Adamsbrown Wealth Consultants LLC | 1.52% | Add +1.3% | 98,555 | $4.8M |
| Alpha Financial Advisors, LLC | 2.14% | Add +3.9% | 98,095 | $4.8M |
| Arax Advisory Partners | 0.30% | Reduce -24.0% | 94,701 | $4.7M |
| Captrust Financial Advisors | 0.01% | New | 93,302 | $4.6M |
| Benjamin Edwards Inc. | 0.06% | Add +13.5% | 89,768 | $4.4M |
| James J. Burns & Company, LLC | 0.78% | Reduce -2.6% | 88,688 | $4.4M |
| Jones Financial Companies LLLP | 0.00% | Add +216.4% | 87,041 | $4.3M |
| Visionary Wealth Advisors | 0.25% | Reduce -4.7% | 86,264 | $4.2M |
| Center for Financial Planning, Inc. | 0.54% | Add +10.5% | 85,359 | $4.2M |
| Migdal Insurance & Financial Holdings Ltd. | 0.06% | Reduce -0.9% | 81,709 | $4.0M |
| Global Assets Advisory, LLC | 0.74% | Add +200.0% | 80,355 | $3.9M |
| Anfield Capital Management, LLC | 1.45% | Add +22.0% | 79,776 | $3.9M |
| Per Stirling Capital Management, LLC. | 0.56% | Add +4.3% | 79,567 | $3.9M |
| CoreCap Advisors, LLC | 0.17% | Add +77.1% | 77,533 | $3.8M |
| MAI Capital Management | 0.03% | Add +6.8% | 72,790 | $3.6M |
| Braun-Bostich & Associates Inc. | 2.62% | Reduce -14.6% | 71,921 | $3.5M |
| Keystone Wealth Services, LLC | 0.96% | Add +6.8% | 71,761 | $3.5M |
| Prosperity Financial Group, Inc. | 1.70% | Reduce -49.9% | 69,331 | $3.4M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +34.3% | 68,067 | $3.3M |
| Stonehaven Wealth & Tax Solutions, LLC | 3.44% | Add +64.3% | 66,207 | $3.3M |
| Virtue Capital Management, LLC | 0.36% | New | 63,250 | $3.1M |
| Dominguez Wealth Management Solutions, Inc. | 2.28% | Add +1.3% | 63,237 | $3.1M |
| TBH Global Asset Management, LLC | 0.59% | Add +8.8% | 62,744 | $3.1M |
| Hamilton Wealth, LLC | 0.73% | Add +426.4% | 61,674 | $3.0M |
| Financial Advocates Investment Management | 0.21% | Reduce -3.8% | 61,233 | $3.0M |
| VestGen Advisors, LLC | 0.14% | — | 60,694 | $3.0M |
| Debussy Capital Management LP | 0.48% | Reduce -20.9% | 60,368 | $3.0M |
| FSB Premier Wealth Management, Inc. | 1.15% | Add +7.7% | 59,859 | $2.9M |
| Continuum Advisory, LLC | 0.36% | Add +24.6% | 57,615 | $2.8M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -20.7% | 56,475 | $2.8M |
| AE Wealth Management LLC | 0.02% | Reduce -2.5% | 56,109 | $2.8M |
| Claris Financial LLC | 1.81% | No change | 56,573 | $2.8M |
| Destiny Wealth Partners, LLC | 0.43% | Add +8.2% | 54,679 | $2.7M |
| City Holding Co. | 0.36% | Add +27.5% | 52,581 | $2.6M |
| DAVENPORT & Co LLC | 0.02% | Reduce -0.1% | 52,398 | $2.6M |
| Condor Capital Management | 0.23% | Reduce -84.4% | 50,740 | $2.5M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +21.1% | 50,519 | $2.5M |
| Park Square Financial Group, LLC | 1.96% | Reduce -23.8% | 50,253 | $2.5M |
| Iams Wealth Management, LLC | 1.13% | Reduce -12.2% | 49,975 | $2.5M |
| Belpointe Asset Management LLC | 0.13% | Add +236.8% | 49,750 | $2.4M |
| Northeast Planning Associates, Inc. / NH / | 2.01% | New | 49,306 | $2.4M |
| Endowment Wealth Management, Inc. | 1.53% | Add +19.2% | 48,296 | $2.4M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -15.7% | 48,153 | $2.4M |
| NewEdge Wealth, LLC | 0.04% | Reduce -1.1% | 47,700 | $2.3M |
| IHT Wealth Management, LLC | 0.07% | Add +11.4% | 47,543 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -2.6% | 46,945 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -2.6% | 46,945 | $2.3M |
| KMG Fiduciary Partners, LLC | 0.19% | Add +1.6% | 46,098 | $2.3M |
| Bigelow Investment Advisors, LLC | 1.06% | Add +10.6% | 45,364 | $2.2M |
| AIFG Consultants Ltd. | 3.67% | Reduce -5.9% | 45,286 | $2.2M |
| Midwest Financial Group LLC | 1.28% | Reduce -51.3% | 44,860 | $2.2M |
| Pine Valley Investments Ltd Liability Co | 0.14% | Add +1.8% | 44,136 | $2.2M |
| Cottonwood Capital Advisors, LLC | 1.53% | Reduce -1.7% | 42,280 | $2.1M |
| Maia Wealth LLC | 0.47% | Add +12.6% | 42,325 | $2.1M |
| Coppell Advisory Solutions LLC | 0.29% | Add +32.7% | 42,073 | $2.1M |
| Wedbush Securities Inc. | 0.07% | Add +5.0% | 41,284 | $2.0M |
| Park Avenue Securities LLC | 0.03% | Reduce -13.1% | 41,300 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -2.0% | 39,552 | $1.9M |
| Patten Group, Inc. | 0.44% | Add +8.4% | 39,374 | $1.9M |
| Advisory Services Network, LLC | 0.04% | Reduce -31.6% | 39,291 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +25.4% | 38,074 | $1.9M |
| Ifrah Financial Services, Inc. | 0.54% | Add +4.1% | 37,967 | $1.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.0% | 37,345 | $1.8M |
| Centennial Wealth Advisory LLC | 0.64% | Add +54.6% | 35,865 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Add +53.5% | 35,720 | $1.8M |
| IFG Advisory, LLC | 0.09% | Add +51.5% | 34,799 | $1.7M |
| Traction Financial Partners, LLC | 1.32% | Reduce -5.8% | 34,272 | $1.7M |
| Arcadia Wealth Management, Inc. | 1.31% | Add +6.5% | 34,211 | $1.7M |
| Wisconsin Wealth Advisors, LLC | 2.32% | Add +2.9% | 32,826 | $1.6M |
| Cypress Capital Group | 0.21% | Add +51.1% | 32,255 | $1.6M |
| StoneX Group Inc. | 0.08% | Add +7.5% | 31,387 | $1.5M |
| Perennial Investment Advisors, LLC | 0.17% | Add +7.2% | 30,970 | $1.5M |
| BlueChip Wealth Advisors LLC | 0.74% | Add +13.4% | 30,853 | $1.5M |
| Perigon Wealth Management, LLC | 0.04% | Add +4.2% | 30,124 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -23.6% | 29,558 | $1.5M |
| Abbot Financial Management, Inc. | 0.74% | Add +0.9% | 28,918 | $1.4M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -4.9% | 28,804 | $1.4M |
| Cornell Pochily Investment Advisors, Inc. | 0.50% | Reduce -3.1% | 28,654 | $1.4M |
| KOM Wealth Management Group, LLC | 1.23% | Reduce -33.5% | 28,595 | $1.4M |
| Prosperity Consulting Group, LLC | 0.11% | Reduce -5.9% | 27,802 | $1.4M |
| Spire Wealth Management | 0.04% | Reduce -79.1% | 27,147 | $1.3M |
| Columbia Advisory Partners LLC | 1.15% | Add +1.6% | 27,062 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Reduce -12.3% | 27,040 | $1.3M |
| Country Club Bank | 0.09% | New | 26,983 | $1.3M |
| Ssi Investment Management LLC | 0.53% | Reduce -73.2% | 26,840 | $1.3M |
| Independent Financial Group, LLC | 0.04% | Add +15.9% | 26,264 | $1.3M |
| Faithward Advisors, LLC | 0.22% | Reduce -4.1% | 26,184 | $1.3M |
| Beacon Financial Advisory LLC | 0.38% | Add +176.0% | 25,702 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +40.7% | 25,241 | $1.2M |
| Barrett & Company, Inc. | 0.52% | Reduce -2.7% | 24,670 | $1.2M |
| TCFG Wealth Management, LLC | 0.61% | Reduce -6.8% | 24,437 | $1.2M |
| Rehmann Capital Advisory Group | 0.08% | Reduce -45.9% | 24,303 | $1.2M |
| Private Trust Co. NA | 0.12% | Reduce -7.0% | 23,556 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -10.3% | 22,569 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Add +1.6% | 22,111 | $1.1M |
| Helium Advisors LLC | 0.78% | Reduce -3.5% | 21,906 | $1.1M |
| Gentry Private Wealth, LLC | 0.88% | Reduce -1.1% | 21,836 | $1.1M |
| Gateway Wealth Partners, LLC | 0.24% | Add +7.1% | 21,589 | $1.1M |
| Tyler-Stone Wealth Management | 0.19% | Reduce -0.5% | 21,151 | $1.0M |
| Farther Finance Advisors, LLC | 0.03% | Add +14.8% | 19,882 | $978K |
| Insight Inv LLC | 0.66% | Add +121.0% | 19,370 | $952K |
| GPS Wealth Strategies Group, LLC | 0.13% | Reduce -1.4% | 19,241 | $946K |
| Wealth Watch Advisors, INC | 0.77% | Add +34.5% | 19,196 | $944K |
| Integrated Advisors Network LLC | 0.05% | Reduce -7.7% | 19,029 | $935K |
| Core Wealth Partners LLC | 0.54% | Reduce -27.1% | 18,778 | $923K |
| Principal Securities, Inc. | 0.02% | No change | 18,690 | $910K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +12.3% | 18,383 | $904K |
| Hilltop Holdings Inc. | 0.06% | Add +5.9% | 18,369 | $903K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.22% | Add +1.4% | 17,990 | $884K |
| Trustmark Bank Trust Department | 0.07% | Add +91.8% | 17,875 | $879K |
| Avestar Capital, LLC | 0.08% | Add +3.7% | 17,832 | $877K |
| TFB Advisors LLC | 0.25% | Add +14.3% | 17,801 | $875K |
| Creative Planning | 0.00% | Add +67.4% | 17,660 | $868K |
| Chris Bulman Inc | 0.55% | Add +46.0% | 17,569 | $864K |
| Eagle Harbor Asset Management Inc. | 0.86% | Reduce -4.2% | 17,342 | $853K |
| Towerpoint Wealth, LLC | 0.42% | Add +3.3% | 17,230 | $847K |
| Morey & Quinn Wealth Partners, LLC | 0.68% | Add +22.1% | 16,812 | $826K |
| Integrity Wealth Advisors, Inc. | 0.59% | Reduce -7.6% | 16,396 | $806K |
| StrongBox Wealth, LLC | 0.34% | New | 16,375 | $805K |
| Vishria Bird Financial Group, LLC | 0.27% | Reduce -0.6% | 16,278 | $800K |
| 626 Financial, LLC | 0.41% | Reduce -0.6% | 16,033 | $788K |
| Lanark Financial, Inc. | 0.07% | — | 15,947 | $783K |
| Concentrum Wealth Management | 0.29% | No change | 15,799 | $777K |
| Ballew Advisors, Inc | 0.52% | Add +7.0% | 16,009 | $776K |
| PFG Advisors | 0.04% | Reduce -1.7% | 15,674 | $771K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -0.4% | 15,574 | $766K |
| GeoWealth Management, LLC | 0.03% | Add +265.8% | 15,399 | $757K |
| Legacy Edge Advisors, LLC | 0.11% | Add +173.9% | 14,987 | $737K |
| BNP Paribas Financial Markets | 0.00% | Add +2409.3% | 14,905 | $733K |
| International Assets Investment Management, LLC | 0.06% | Add +24.4% | 14,762 | $726K |
| Flaharty Asset Management, LLC | 0.10% | Reduce -2.5% | 14,750 | $725K |
| Maridea Wealth Management LLC | 0.23% | Reduce -8.7% | 14,525 | $714K |
| Sovran Advisors, LLC | 0.09% | Add +135.3% | 14,341 | $702K |
| Narwhal Capital Management | 0.06% | Add +0.8% | 13,991 | $688K |
| LaSalle St. Investment Advisors, LLC | 0.16% | Reduce -0.1% | 13,962 | $686K |
| Brueske Advisory Services, LLC | 0.63% | Reduce -16.7% | 13,426 | $660K |
| Team Financial Group, LLC | 0.37% | Add +65.3% | 13,177 | $648K |
| Valley Financial Group, Inc. | 0.41% | Add +6.0% | 12,537 | $616K |
| Creative Financial Designs Inc. | 0.05% | Add +9.6% | 12,490 | $614K |
| O'Connor Financial Group LLC | 0.31% | Add +8.1% | 12,308 | $605K |
| Avaii Wealth Management, LLC | 0.32% | Add +6.8% | 12,155 | $598K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -2.1% | 11,988 | $589K |
| 1776 Wealth LLC | 0.26% | Reduce -14.4% | 11,607 | $571K |
| Ameriprise Financial Inc. | 0.00% | Reduce -83.0% | 11,505 | $566K |
| Mattern Wealth Management LLC | 0.13% | Reduce -4.2% | 11,500 | $565K |
| Simplicity Wealth,LLC | 0.04% | New | 11,289 | $555K |
| CreativeOne Wealth, LLC | 0.02% | New | 11,205 | $551K |
| Raab & Moskowitz Asset Management LLC | 0.14% | Add +5.5% | 11,058 | $544K |
| Allworth Financial LP | 0.00% | Reduce -46.6% | 11,073 | $541K |
| Arkadios Wealth Advisors | 0.02% | Add +7.3% | 10,822 | $532K |
| Holistic Financial Partners | 0.25% | Reduce -20.4% | 10,610 | $522K |
| Southland Equity Partners LLC | 0.12% | Add +54.4% | 10,583 | $520K |
| RFG Advisory, LLC | 0.01% | Reduce -0.6% | 10,331 | $508K |
| Focus Financial Network, Inc. | 0.02% | Reduce -6.2% | 10,255 | $504K |
| Pinnacle Family Advisors, LLC | 0.27% | Add +0.2% | 9,952 | $489K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +14.8% | 9,933 | $488K |
| Wealth Effects LLC | 0.20% | Reduce -4.8% | 9,902 | $487K |
| Summit Wealth Partners, LLC | 0.10% | New | 9,722 | $478K |
| Priebe Wealth Holdings LLC | 0.30% | New | 9,700 | $477K |
| Laraway Financial Advisors Inc | 0.38% | Reduce -0.9% | 9,649 | $474K |
| Capital CS Group, LLC | 0.80% | Add +17.6% | 9,509 | $467K |
| Herold Advisors, Inc. | 0.10% | Reduce -15.7% | 9,475 | $466K |
| Acorn Wealth Advisors, LLC | 0.19% | Reduce -0.4% | 9,455 | $465K |
| National Wealth Management Group, LLC | 0.30% | New | 9,343 | $459K |
| Merkkuri Wealth Advisors LLC | 0.38% | Reduce -1.2% | 8,987 | $442K |
| Elevation Capital Advisory, LLC | 0.19% | New | 8,979 | $441K |
| Arbor Capital Management Inc. | 0.43% | Add +9.9% | 8,967 | $441K |
| Tanager Wealth Management LLP | 0.06% | No change | 8,892 | $437K |
| Quantinno Capital Management LP | 0.00% | New | 8,875 | $436K |
| Mgo One Seven LLC | 0.02% | Add +0.5% | 8,786 | $432K |
| Wealthspire Advisors, LLC | 0.00% | No change | 8,628 | $424K |
| Winebrenner Capital Management LLC | 0.38% | Reduce -3.2% | 8,571 | $421K |
| Family Legacy, Inc. | 0.14% | No change | 8,513 | $418K |
| Sargent Investment Group, LLC | 0.07% | Reduce -5.7% | 8,430 | $414K |
| World Investment Advisors | 0.01% | New | 8,194 | $403K |
| Claro Advisors Inc. | 0.05% | Reduce -9.2% | 8,043 | $395K |
| Moloney Securities Asset Management, LLC | 0.05% | Add +6.9% | 8,042 | $395K |
| Stockman Wealth Management, Inc. | 0.06% | Reduce -47.2% | 8,000 | $393K |
| Crux Wealth Advisors | 0.20% | New | 7,960 | $391K |
| Platform Technology Partners | 0.11% | Add +5.5% | 7,827 | $385K |
| Cresset Asset Management, LLC | 0.00% | No change | 7,760 | $381K |
| Chiron Capital Management, LLC | 0.34% | No change | 7,543 | $371K |
| NBT Bank, N.A. | 0.03% | Reduce -3.3% | 7,538 | $371K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -54.3% | 7,430 | $365K |
| Private Client Services, LLC | 0.17% | Reduce -9.8% | 7,131 | $351K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -2.8% | 6,807 | $335K |
| West Michigan Advisors, LLC | 0.11% | Reduce -0.8% | 6,789 | $334K |
| Capital Market Strategies LLC | 0.22% | Add +0.2% | 6,751 | $332K |
| Capital Investment Counsel, LLC | 0.05% | Reduce -18.4% | 6,710 | $330K |
| Wealth Management Associates, Inc. | 0.14% | Add +0.1% | 6,668 | $328K |
| Key Client Fiduciary Advisors, LLC | 0.15% | No change | 6,540 | $322K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 6,469 | $318K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -1.0% | 6,423 | $316K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -30.5% | 6,102 | $300K |
| Sowell Financial Services LLC | 0.01% | New | 6,054 | $298K |
| Archer Investment Corp | 0.08% | Add +2.8% | 6,006 | $295K |
| Betterment LLC | 0.00% | Add +17.9% | 5,993 | $295K |
| Luminist Capital LLC | 0.31% | No change | 5,936 | $292K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -61.9% | 5,821 | $286K |
| WMG Financial Advisors, LLC | 0.12% | Reduce -2.6% | 5,771 | $284K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -9.5% | 5,768 | $284K |
| Shaker Investments LLC | 0.14% | No change | 5,766 | $283K |
| Realta Investment Advisors | 0.13% | Add +69675.0% | 5,582 | $274K |
| Goldstone Financial Group, LLC | 0.04% | New | 5,537 | $272K |
| Centaurus Financial, Inc. | 0.02% | Reduce -54.5% | 5,425 | $267K |
| Strategic Blueprint, LLC | 0.01% | Reduce -29.4% | 5,299 | $261K |
| Ancora Advisors LLC | 0.01% | No change | 5,285 | $260K |
| Retirement Guys Formula LLC | 0.13% | Reduce -14.0% | 5,237 | $257K |
| Composition Wealth, LLC | 0.01% | Reduce -51.5% | 5,221 | $257K |
| Essex LLC | 0.06% | No change | 5,193 | $255K |
| Trueblood Wealth Management, LLC | 0.12% | No change | 5,191 | $255K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +1.0% | 5,098 | $251K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -17.8% | 5,098 | $251K |
| Moment Partners, LLC | 0.05% | Reduce -8.4% | 5,096 | $251K |
| Bison Wealth, LLC | 0.02% | Reduce -7.9% | 5,077 | $250K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 5,069 | $249K |
| Moneywise, Inc. | 0.13% | Add +0.4% | 5,036 | $248K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -2.9% | 4,980 | $245K |
| Quad-Cities Investment Group, LLC | 0.12% | Reduce -26.1% | 4,966 | $244K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -3.4% | 4,935 | $243K |
| Larson Financial Group LLC | 0.01% | Reduce -5.1% | 4,935 | $243K |
| Waterloo Capital, L.P. | 0.02% | Reduce -9.7% | 4,925 | $242K |
| Golden State Wealth Management, LLC | 0.03% | Add +1812.4% | 4,781 | $235K |
| Western Wealth Management, LLC | 0.02% | Reduce -49.5% | 4,638 | $228K |
| Retirement Income Solutions, Inc. | 0.05% | New | 4,634 | $228K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 4,613 | $227K |
| Proactive Wealth Strategies LLC | 0.12% | Add +1.0% | 4,598 | $226K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -37.7% | 4,584 | $225K |
| Genesee Capital Advisors, LLC | 0.11% | Add +0.9% | 4,562 | $224K |
| Holos Integrated Wealth LLC | 0.14% | Add +71.6% | 4,485 | $221K |
| HBW Advisory Services LLC | 0.03% | New | 4,433 | $218K |
| AdvisorNet Financial, Inc | 0.02% | Add +162.7% | 4,379 | $215K |
| Novem Group | 0.03% | Add +2.3% | 4,264 | $210K |
| Rathbones Group PLC | 0.00% | New | 4,254 | $209K |
| Sovereign Financial Group, Inc. | 0.05% | Reduce -2.5% | 4,246 | $209K |
| Tidemark, LLC | 0.08% | Add +0.2% | 4,243 | $209K |
| Beacon Financial Group | 0.02% | No change | 4,226 | $208K |
| Castle Rock Wealth Management, LLC | 0.06% | Reduce -0.2% | 4,197 | $206K |
| Mission Financial Group, LLC | 0.19% | — | 4,110 | $205K |
| Lion Street Advisors, LLC | 0.07% | No change | 4,162 | $205K |
| Clarity Capital Partners LLC | 0.08% | New | 4,127 | $203K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -43.1% | 3,973 | $195K |
| Parallel Advisors, LLC | 0.00% | New | 3,730 | $183K |
| US Bancorp \de | 0.00% | Reduce -45.2% | 3,386 | $166K |
| Pinnacle Bancorp, Inc. | 0.05% | Reduce -2.3% | 3,220 | $158K |
| MTM Investment Management, LLC | 0.06% | No change | 3,098 | $152K |
| Tucker Asset Management LLC | 0.05% | Add +5.3% | 2,941 | $145K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,746 | $135K |
| Medallion Wealth Advisors, LLC | 0.06% | Add +70.7% | 2,655 | $131K |
| Synergy Investment Management, LLC | 0.05% | Add +6.1% | 2,536 | $125K |
| Optimum Investment Advisors | 0.04% | No change | 1,900 | $93K |
| Raleigh Capital Management Inc. | 0.04% | Reduce -2.3% | 1,844 | $91K |
| Rossby Financial, LCC | 0.04% | New | 1,773 | $87K |
| Riggs Asset Managment Co. Inc. | 0.02% | Reduce -1.7% | 1,763 | $87K |
| SouthState Bank Corp | 0.00% | New | 1,678 | $82K |
| Marshall Investment Management, LLC | 0.04% | Reduce -46.6% | 1,419 | $70K |
| Raffa Wealth Management, LLC | 0.01% | No change | 1,326 | $65K |
| GAMMA Investing LLC | 0.00% | Reduce -7.0% | 1,306 | $64K |
| Blair William & Co. | 0.00% | No change | 1,211 | $60K |
| EPG Wealth Management LLC | 0.02% | Add +1.0% | 1,165 | $57K |
| Wagner Wealth Management, LLC | 0.01% | Add +3.7% | 1,133 | $56K |
| Mattson Financial Services, LLC | 0.01% | Reduce -98.7% | 1,011 | $50K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 825 | $41K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 825 | $41K |
| Smithfield Trust Co | 0.00% | No change | 725 | $36K |
| Y.D. More Investments Ltd | 0.00% | Add +19.2% | 683 | $33K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Reduce -10.1% | 562 | $28K |
| Beacon Capital Management, LLC | 0.00% | Reduce -81.3% | 538 | $26K |
| WealthShield Partners, LLC | 0.00% | No change | 505 | $25K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +7.7% | 421 | $21K |
| Anderson Financial Strategies, LLC | 0.01% | New | 400 | $20K |
| True Wealth Design, LLC | 0.01% | No change | 400 | $20K |
| Rothschild Investment LLC | 0.00% | No change | 335 | $16K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +5.3% | 299 | $15K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -53.1% | 283 | $14K |
| American National Bank & Trust | 0.00% | New | 279 | $14K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 262 | $13K |
| Sachetta, LLC | 0.01% | No change | 260 | $13K |
| Cheviot Value Management, LLC | 0.00% | New | 255 | $12K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 215 | $11K |
| CVA Family Office, LLC | 0.00% | No change | 207 | $10K |
| Avion Wealth | 0.00% | No change | 223 | $10K |
| Kiker Wealth Management, LLC | 0.01% | New | 200 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 131 | $6K |
| Capital Analysts, LLC | 0.00% | New | 115 | $6K |
| Creekmur Asset Management LLC | 0.00% | No change | 106 | $5K |
| Ameriflex Group, Inc. | 0.00% | No change | 103 | $5K |
| Transce3nd, LLC | 0.00% | No change | 77 | $4K |
| Lord & Richards Wealth Management, LLC | 0.00% | New | 72 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 57 | $3K |
| IMG Wealth Management, Inc. | 0.00% | No change | 56 | $3K |
| Hexagon Capital Partners LLC | 0.00% | No change | 56 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 37 | $2K |
| Clearstead Advisors, LLC | 0.00% | Reduce -95.4% | 35 | $2K |
| GKV Capital Management Co., Inc. | 0.00% | New | 32 | $2K |
| PSI Advisors, LLC | 0.00% | Reduce -84.2% | 24 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.0% | 11 | $541 |
| Spurstone Advisory Services, LLC | 0.01% | New | 8 | $393 |
"% 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.