First Trust Low Duration OppLMBSETF
13F holders, Q2 2025 (June 30)418holders +11
34new positions
25sold out
2famous investors
$49.26avg. 13F price*
At the end of Q2 2025, 418 institutions reported holding First Trust Low Duration Opp (LMBS) in their 13F filings, up 11 from Q1 2025. 34 opened new positions and 25 sold out. The largest holders were Morgan Stanley ($662.2M), LPL Financial LLC ($519.3M) and Wells Fargo & Company ($255.2M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $42.5M |
| Exits | 25 | $10.0M |
All 13F filers, Q1 2025 → Q2 2025: 6,118,528 shares bought and 2,788,234 shares sold, net +3,330,294 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 418 holders
| Morgan Stanley | 0.04% | Add +4.3% | 13,443,257 | $662.2M |
| LPL Financial LLC | 0.17% | Add +14.0% | 10,542,980 | $519.3M |
| Wells Fargo & Company | 0.06% | Add +1.9% | 5,180,190 | $255.2M |
| UBS Group AG | 0.05% | Add +20.2% | 4,963,965 | $244.5M |
| Raymond James Financial Inc. | 0.06% | Add +5.4% | 3,595,511 | $177.1M |
| Royal Bank of Canada | 0.02% | Reduce -2.5% | 2,545,708 | $125.4M |
| Cetera Investment Advisers | 0.15% | Add +7.5% | 1,841,616 | $90.7M |
| Bank of America Corp. | 0.01% | Add +18.0% | 1,630,521 | $80.3M |
| First Trust Advisors LP | 0.04% | Add +11.4% | 1,103,235 | $54.3M |
| Berger Financial Group, Inc | 3.17% | Add +2.1% | 991,200 | $48.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.5% | 970,436 | $47.8M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -5.1% | 945,768 | $46.6M |
| Osaic Holdings, Inc. | 0.07% | Add +25.9% | 850,960 | $41.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +4.7% | 833,495 | $41.1M |
| Concurrent Investment Advisors, LLC | 0.74% | Add +4.5% | 775,525 | $38.2M |
| Clearwater Capital Advisors, LLC | 3.40% | Add +1.3% | 755,493 | $37.2M |
| Csenge Advisory Group | 1.89% | Add +3.4% | 736,493 | $36.0M |
| HighTower Advisors, LLC | 0.04% | Reduce -1.3% | 697,393 | $34.4M |
| Stifel Financial Corp. | 0.03% | Reduce -13.2% | 549,755 | $27.1M |
| Baird Financial Group, Inc. | 0.04% | Add +1.8% | 506,206 | $24.9M |
| Trilogy Capital Inc. | 1.21% | Reduce -5.5% | 503,106 | $24.8M |
| Harbour Investments, Inc. | 0.59% | Add +3.2% | 469,605 | $23.1M |
| Heck Capital Advisors, LLC | 1.92% | Add +4.0% | 453,087 | $22.3M |
| Harvest Investment Services, LLC | 4.94% | Reduce -3.1% | 448,261 | $22.1M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -4.8% | 445,675 | $22.0M |
| Prospera Financial Services Inc | 0.41% | Reduce -13.7% | 443,337 | $21.8M |
| Brookstone Capital Management | 0.29% | Add +0.9% | 441,694 | $21.8M |
| Inspirion Wealth Advisors, LLC | 2.75% | Add +2.5% | 422,450 | $20.8M |
| Cerity Partners LLC | 0.04% | Add +0.6% | 407,129 | $20.1M |
| Searcy Financial Services Inc. | 7.92% | Add +1.3% | 395,350 | $19.5M |
| Financial Enhancement Group LLC | 2.59% | Reduce -25.8% | 369,039 | $18.1M |
| Vestmark Advisory Solutions, Inc. | 0.26% | Add +104.0% | 363,206 | $17.9M |
| &partners | 0.14% | Add +92.5% | 361,143 | $17.8M |
| Aaron Wealth Advisors LLC | 1.80% | Add +1.4% | 357,186 | $17.6M |
| Cwm, LLC | 0.06% | Reduce -0.0% | 345,385 | $17.0M |
| Stephens Inc. | 0.23% | Reduce -7.3% | 344,472 | $17.0M |
| American Financial Advisors, LLC | 2.35% | Reduce -0.7% | 341,217 | $16.8M |
| Kestra Private Wealth Services, LLC | 0.24% | Add +8.1% | 333,039 | $16.4M |
| Integrated Wealth Concepts LLC | 0.16% | Add +4.5% | 325,317 | $16.0M |
| Avantax Advisory Services, Inc. | 0.09% | Add +5.9% | 321,449 | $15.8M |
| Fairvoy Private Wealth, LLC | 3.82% | Add +1.8% | 312,260 | $15.4M |
| TD Capital Management LLC | 1.44% | Reduce -0.5% | 310,700 | $15.3M |
| NewEdge Advisors, LLC | 0.08% | Add +7.1% | 309,900 | $15.3M |
| Walkner Condon Financial Advisors LLC | 2.79% | Add +10.2% | 307,531 | $15.1M |
| Clifford Swan Investment Counsel LLC | 0.53% | Reduce -0.9% | 306,127 | $15.1M |
| Geneos Wealth Management Inc. | 0.37% | Add +139.4% | 305,634 | $15.1M |
| Obermeyer Wealth Partners | 0.73% | Add +0.1% | 299,341 | $14.7M |
| TL Private Wealth | 6.08% | Reduce -1.3% | 298,480 | $14.6M |
| Petix & Botte Co | 3.35% | Reduce -6.1% | 277,213 | $13.7M |
| Mariner, LLC | 0.02% | Add +2.5% | 269,441 | $13.3M |
| Atria Investments, Inc | 0.15% | Reduce -0.5% | 265,854 | $13.1M |
| Prism Advisors, Inc. | 3.69% | Reduce -7.6% | 263,224 | $13.0M |
| Truist Financial Corp. | 0.02% | Reduce -2.3% | 261,446 | $12.9M |
| Private Advisor Group, LLC | 0.07% | Reduce -45.0% | 261,445 | $12.9M |
| Assetmark, Inc. | 0.03% | Add +11.4% | 252,052 | $12.4M |
| Renaissance Technologies | 0.02% | Reduce -22.6% | 250,800 | $12.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +0.2% | 249,853 | $12.3M |
| Long Run Wealth Advisors, LLC | 2.57% | Add +3.8% | 249,146 | $12.3M |
| Foundations Investment Advisors, LLC | 0.19% | Reduce -1.9% | 247,518 | $12.2M |
| Weitzel Financial Services, Inc. | 4.95% | Reduce -6.4% | 236,607 | $11.7M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -0.3% | 234,894 | $11.6M |
| IFP Advisors, Inc | 0.32% | Add +32.4% | 224,226 | $11.0M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -2.6% | 221,383 | $10.9M |
| PFS Partners, LLC | 5.24% | Reduce -2.5% | 211,028 | $10.4M |
| First International Bank & Trust | 3.61% | Reduce -5.6% | 210,826 | $10.4M |
| MML Investors Services, LLC | 0.03% | Add +1.4% | 206,962 | $10.2M |
| EWG Elevate Inc. | 3.09% | Reduce -0.2% | 203,702 | $10.0M |
| MRA Advisory Group | 4.60% | Reduce -5.6% | 199,464 | $9.8M |
| Citadel Advisors | 0.01% | New | 196,329 | $9.7M |
| Secure Asset Management, LLC | 1.78% | Reduce -4.1% | 194,782 | $9.6M |
| Comerica Bank | 0.04% | Reduce -1.6% | 190,158 | $9.4M |
| Kingsview Wealth Management, LLC | 0.16% | Reduce -4.9% | 188,581 | $9.3M |
| Focus Partners Wealth | 0.02% | Reduce -1.6% | 178,915 | $8.8M |
| Bellevue Asset Management, LLC | 4.24% | Add +1.8% | 176,778 | $8.7M |
| Redhawk Wealth Advisors, Inc. | 1.08% | New | 175,600 | $8.7M |
| Ameritas Investment Partners, Inc. | 0.27% | Add +0.5% | 172,059 | $8.5M |
| Darwin Wealth Management, LLC | 2.91% | Reduce -9.4% | 170,698 | $8.4M |
| Grove Bank & Trust | 0.96% | Add +2.4% | 156,777 | $7.7M |
| LexAurum Advisors, LLC | 1.20% | Reduce -2.1% | 153,274 | $7.6M |
| Jones Financial Companies LLLP | 0.01% | Add +75.4% | 152,694 | $7.5M |
| Ameritas Advisory Services, LLC | 0.39% | Reduce -22.8% | 151,651 | $7.5M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -20.3% | 151,083 | $7.4M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -12.3% | 148,462 | $7.3M |
| TCP Asset Management, LLC | 1.43% | Add +1.9% | 146,582 | $7.2M |
| EdgeRock Capital LLC | 2.14% | Reduce -2.0% | 137,391 | $6.8M |
| Lunt Capital Management, Inc. | 2.54% | Add +0.8% | 134,552 | $6.6M |
| Citigroup Inc. | 0.00% | Add +3.8% | 133,821 | $6.6M |
| Fairway Financial, LLC | 5.52% | Reduce -0.5% | 132,430 | $6.5M |
| D.A. Davidson & Co. | 0.05% | Reduce -13.8% | 131,300 | $6.5M |
| IMA Advisory Services, Inc. | 0.69% | Reduce -3.4% | 130,703 | $6.4M |
| Ashton Thomas Private Wealth, LLC | 0.22% | Add +6.1% | 128,132 | $6.3M |
| Mainsail Financial Group, LLC | 2.93% | Add +7.5% | 127,903 | $6.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.6% | 127,359 | $6.3M |
| Entruity Wealth, LLC | 5.31% | Add +2.1% | 126,722 | $6.2M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -7.1% | 126,516 | $6.2M |
| Clear Creek Financial Management, LLC | 0.58% | Reduce -36.7% | 123,211 | $6.1M |
| Summit Financial, LLC | 0.14% | Reduce -28.8% | 121,814 | $6.0M |
| Genesis Private Wealth, LLC | 2.73% | New | 117,644 | $5.8M |
| Triumph Capital Management | 1.71% | Add +3.6% | 115,777 | $5.7M |
| BostonPremier Wealth LLC | 3.15% | Add +1.9% | 115,343 | $5.7M |
"% 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.