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 |
| Oppenheimer & Co. Inc. | 0.07% | Reduce -17.1% | 115,143 | $5.7M |
| First Heartland Consultants, Inc. | 0.50% | Reduce -13.5% | 113,939 | $5.6M |
| Adamsbrown Wealth Consultants LLC | 1.60% | Add +13.5% | 111,893 | $5.5M |
| Benjamin Edwards Inc. | 0.07% | Add +18.5% | 106,401 | $5.2M |
| Alpha Financial Advisors, LLC | 2.00% | Add +7.3% | 105,213 | $5.2M |
| Snowden Capital Advisors LLC | 0.15% | Add +1.5% | 104,881 | $5.2M |
| Silver Oak Securities, Incorporated | 0.42% | Add +0.1% | 103,587 | $5.1M |
| RiverTree Advisors, LLC | 3.42% | Reduce -42.3% | 103,255 | $5.1M |
| Debussy Capital Management LP | 0.75% | Add +68.6% | 101,800 | $5.0M |
| Captrust Financial Advisors | 0.01% | Add +8.2% | 100,919 | $5.0M |
| Sigma Planning Corp | 0.14% | Reduce -33.9% | 93,815 | $4.6M |
| Mutual Advisors, LLC | 0.12% | Reduce -40.2% | 93,797 | $4.6M |
| Wesbanco Bank Inc. | 0.14% | New | 93,437 | $4.6M |
| Independent Advisor Alliance | 0.13% | Reduce -26.8% | 90,215 | $4.4M |
| James J. Burns & Company, LLC | 0.71% | Reduce -0.7% | 88,080 | $4.3M |
| CoreCap Advisors, LLC | 0.17% | Add +9.9% | 85,195 | $4.2M |
| Centennial Wealth Advisory LLC | 1.30% | Add +131.0% | 82,836 | $4.1M |
| Anfield Capital Management, LLC | 1.33% | Add +2.4% | 81,655 | $4.0M |
| Continuum Advisory, LLC | 0.48% | Add +40.7% | 81,086 | $4.0M |
| Migdal Insurance & Financial Holdings Ltd. | 0.05% | Reduce -1.4% | 80,532 | $4.0M |
| Visionary Wealth Advisors | 0.20% | Reduce -9.5% | 78,056 | $3.8M |
| Manhattan West Asset Management, LLC | 0.88% | Reduce -28.3% | 77,343 | $3.8M |
| Per Stirling Capital Management, LLC. | 0.50% | Reduce -3.1% | 77,089 | $3.8M |
| Arax Advisory Partners | 0.17% | Reduce -21.9% | 73,950 | $3.6M |
| Keystone Wealth Services, LLC | 0.86% | Add +0.8% | 72,344 | $3.6M |
| Braun-Bostich & Associates Inc. | 2.39% | Reduce -1.1% | 71,134 | $3.5M |
| Friedenthal Financial | 1.89% | Reduce -54.5% | 70,053 | $3.5M |
| Integrated Advisors Network LLC | 0.15% | Add +264.7% | 69,401 | $3.4M |
| Stonehaven Wealth & Tax Solutions, LLC | 3.25% | Add +2.1% | 67,607 | $3.3M |
| FSB Premier Wealth Management, Inc. | 1.17% | Add +11.4% | 66,661 | $3.3M |
| Center for Financial Planning, Inc. | 0.37% | Reduce -23.9% | 65,000 | $3.2M |
| Dominguez Wealth Management Solutions, Inc. | 2.20% | Add +1.6% | 64,272 | $3.2M |
| VestGen Advisors, LLC | 0.12% | Add +0.5% | 60,981 | $3.0M |
| Financial Advocates Investment Management | 0.24% | Reduce -0.9% | 60,687 | $3.0M |
| Coppell Advisory Solutions LLC | 0.35% | Add +44.0% | 60,565 | $3.0M |
| Destiny Wealth Partners, LLC | 0.39% | Add +8.9% | 59,543 | $2.9M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Reduce -13.4% | 58,923 | $2.9M |
| Hamilton Wealth, LLC | 0.61% | Reduce -9.6% | 55,781 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | New | 54,953 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -3.3% | 54,604 | $2.7M |
| Equitable Holdings, Inc. | 0.02% | Add +52.7% | 54,529 | $2.7M |
| Endowment Wealth Management, Inc. | 1.38% | Add +12.3% | 54,223 | $2.7M |
| City Holding Co. | 0.35% | Add +2.2% | 53,715 | $2.6M |
| Belpointe Asset Management LLC | 0.11% | Add +7.2% | 53,330 | $2.6M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +4.6% | 52,832 | $2.6M |
| Northeast Planning Associates, Inc. / NH / | 2.40% | Add +7.1% | 52,797 | $2.6M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.6% | 52,081 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -54.4% | 51,739 | $2.5M |
| Condor Capital Management | 0.22% | Reduce -0.1% | 50,668 | $2.5M |
| Maia Wealth LLC | 0.46% | Add +15.9% | 49,077 | $2.4M |
| Bigelow Investment Advisors, LLC | 1.05% | Add +6.6% | 48,354 | $2.4M |
| IHT Wealth Management, LLC | 0.07% | Add +1.2% | 48,119 | $2.4M |
| NewEdge Wealth, LLC | 0.04% | Reduce -2.4% | 46,536 | $2.3M |
| Beacon Financial Advisory LLC | 0.59% | Add +81.3% | 46,587 | $2.3M |
| KMG Fiduciary Partners, LLC | 0.17% | Add +0.0% | 46,102 | $2.3M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -4.5% | 46,010 | $2.3M |
| AE Wealth Management LLC | 0.02% | Reduce -19.2% | 45,330 | $2.2M |
| Pine Valley Investments Ltd Liability Co | 0.13% | Add +2.4% | 45,199 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -6.7% | 43,810 | $2.2M |
| TBH Global Asset Management, LLC | 0.45% | Reduce -32.1% | 42,589 | $2.1M |
| AIFG Consultants Ltd. | 4.07% | Reduce -6.5% | 42,341 | $2.1M |
| Sowell Financial Services LLC | 0.08% | Add +598.2% | 42,269 | $2.1M |
| Park Avenue Securities LLC | 0.02% | Add +2.2% | 42,202 | $2.1M |
| Country Club Bank | 0.13% | Add +55.8% | 42,033 | $2.1M |
| Patten Group, Inc. | 0.43% | Add +4.3% | 41,085 | $2.0M |
| Cottonwood Capital Advisors, LLC | 1.36% | Reduce -3.1% | 40,984 | $2.0M |
| Claris Financial LLC | 1.51% | Reduce -28.1% | 40,681 | $2.0M |
| Traction Financial Partners, LLC | 1.35% | Add +18.3% | 40,555 | $2.0M |
| Park Square Financial Group, LLC | 1.39% | Reduce -22.2% | 39,084 | $1.9M |
| Bank of New York Mellon Corp | 0.00% | Add +3.3% | 38,572 | $1.9M |
| Perigon Wealth Management, LLC | 0.04% | Add +27.6% | 38,446 | $1.9M |
| Wedbush Securities Inc. | 0.07% | Reduce -7.4% | 38,220 | $1.9M |
| Midwest Financial Group LLC | 0.99% | Reduce -15.0% | 38,148 | $1.9M |
| Abbot Financial Management, Inc. | 0.86% | Add +30.7% | 37,789 | $1.9M |
| Ifrah Financial Services, Inc. | 0.51% | Reduce -0.5% | 37,781 | $1.9M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -5.0% | 37,568 | $1.9M |
| Iams Wealth Management, LLC | 0.83% | Reduce -26.2% | 36,861 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | New | 35,852 | $1.8M |
| Cypress Capital Group | 0.22% | Add +10.2% | 35,550 | $1.8M |
| Independent Financial Group, LLC | 0.05% | Add +34.2% | 35,246 | $1.7M |
| Arcadia Wealth Management, Inc. | 1.15% | No change | 34,211 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.4% | 32,976 | $1.6M |
| Elevation Capital Advisory, LLC | 0.65% | Add +266.1% | 32,869 | $1.6M |
| Advisory Services Network, LLC | 0.03% | Reduce -17.8% | 32,303 | $1.6M |
| Wisconsin Wealth Advisors, LLC | 1.80% | Reduce -3.4% | 31,722 | $1.6M |
| BlueChip Wealth Advisors LLC | 0.61% | Reduce -2.9% | 29,946 | $1.5M |
| StoneX Group Inc. | 0.07% | Reduce -6.3% | 29,419 | $1.4M |
| Chicago Partners Investment Group LLC | 0.04% | Add +1.1% | 29,114 | $1.4M |
| KOM Wealth Management Group, LLC | 1.11% | Reduce -0.2% | 28,539 | $1.4M |
| Cornell Pochily Investment Advisors, Inc. | 0.46% | Reduce -1.0% | 28,364 | $1.4M |
| Faithward Advisors, LLC | 0.21% | Add +6.3% | 27,827 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +2.7% | 27,759 | $1.4M |
| Prosperity Consulting Group, LLC | 0.10% | Reduce -0.4% | 27,680 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +7.3% | 27,094 | $1.3M |
| Perennial Investment Advisors, LLC | 0.13% | Reduce -13.3% | 26,838 | $1.3M |
| Global Assets Advisory, LLC | 0.51% | Reduce -66.9% | 26,585 | $1.3M |
| Maridea Wealth Management LLC | 0.34% | Add +79.9% | 26,127 | $1.3M |
| Columbia Advisory Partners LLC | 0.96% | Reduce -4.5% | 25,832 | $1.3M |
| Insight Inv LLC | 0.85% | Add +33.0% | 25,770 | $1.3M |
| IFG Advisory, LLC | 0.06% | Reduce -26.2% | 25,697 | $1.3M |
| Balefire, LLC | 0.27% | New | 24,758 | $1.2M |
| Barrett & Company, Inc. | 0.46% | Add +0.0% | 24,671 | $1.2M |
| Simplicity Wealth,LLC | 0.05% | Add +115.7% | 24,346 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Add +7.6% | 23,782 | $1.2M |
| Atwood & Palmer Inc. | 0.07% | Reduce -92.4% | 23,710 | $1.2M |
| Rehmann Capital Advisory Group | 0.07% | Reduce -5.3% | 23,018 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -25.9% | 21,895 | $1.1M |
| Helium Advisors LLC | 0.68% | Reduce -0.8% | 21,729 | $1.1M |
| TCFG Wealth Management, LLC | 0.48% | Reduce -12.8% | 21,300 | $1.0M |
| Team Financial Group, LLC | 0.49% | Add +54.9% | 20,408 | $1.0M |
| GPS Wealth Strategies Group, LLC | 0.11% | Add +3.0% | 19,823 | $976K |
| TFB Advisors LLC | 0.25% | Add +10.9% | 19,745 | $973K |
| Priebe Wealth Holdings LLC | 0.83% | Add +101.0% | 19,500 | $961K |
| Gateway Wealth Partners, LLC | 0.18% | Reduce -9.9% | 19,455 | $958K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -14.5% | 19,299 | $951K |
| Hilltop Holdings Inc. | 0.06% | Add +4.5% | 19,193 | $945K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +3.0% | 18,932 | $933K |
| Private Trust Co. NA | 0.09% | Reduce -21.6% | 18,477 | $910K |
| Chris Bulman Inc | 0.52% | Add +4.8% | 18,407 | $907K |
| Wealth Watch Advisors, INC | 0.52% | Reduce -4.8% | 18,271 | $900K |
| Jane Street Group, LLC | 0.00% | New | 18,058 | $890K |
| Avestar Capital, LLC | 0.06% | Add +1.2% | 18,040 | $889K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.19% | Reduce -0.1% | 17,979 | $886K |
| Tyler-Stone Wealth Management | 0.14% | Reduce -16.5% | 17,654 | $870K |
| Towerpoint Wealth, LLC | 0.38% | Add +2.0% | 17,580 | $866K |
| Trustmark Bank Trust Department | 0.06% | Reduce -2.2% | 17,475 | $861K |
| Marino, Stram & Associates LLC | 0.17% | New | 17,445 | $859K |
| BNP Paribas Financial Markets | 0.00% | Add +15.1% | 17,150 | $845K |
| Summit Wealth Group LLC / Co. | 0.21% | — | 17,061 | $840K |
| Morey & Quinn Wealth Partners, LLC | 0.66% | Reduce -0.0% | 16,810 | $828K |
| Integrity Wealth Advisors, Inc. | 0.57% | Add +1.5% | 16,635 | $819K |
| Eagle Harbor Asset Management Inc. | 0.79% | Reduce -4.4% | 16,572 | $816K |
| StrongBox Wealth, LLC | 0.31% | Add +0.6% | 16,475 | $812K |
| Susquehanna International Group, LLP | 0.00% | New | 16,186 | $797K |
| Hidden Cove Wealth Management, LLC | 0.58% | New | 16,122 | $794K |
| Lanark Financial, Inc. | 0.06% | Add +0.4% | 16,010 | $788K |
| Ballew Advisors, Inc | 0.47% | Reduce -0.2% | 15,976 | $786K |
| 626 Financial, LLC | 0.36% | Reduce -2.5% | 15,640 | $770K |
| Global Retirement Partners, LLC | 0.02% | — | 15,320 | $755K |
| GeoWealth Management, LLC | 0.03% | Reduce -1.6% | 15,148 | $746K |
| Vishria Bird Financial Group, LLC | 0.25% | Reduce -7.0% | 15,137 | $746K |
| Legacy Edge Advisors, LLC | 0.10% | No change | 14,987 | $738K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -4.1% | 14,937 | $736K |
| International Assets Investment Management, LLC | 0.06% | Reduce -1.5% | 14,544 | $716K |
| Concentrum Wealth Management | 0.22% | Reduce -7.9% | 14,544 | $716K |
| Flaharty Asset Management, LLC | 0.10% | Reduce -1.5% | 14,530 | $716K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +146.8% | 14,366 | $708K |
| LaSalle St. Investment Advisors, LLC | 0.19% | Add +1.6% | 14,186 | $698K |
| Arkadios Wealth Advisors | 0.02% | Add +29.3% | 13,993 | $689K |
| PFG Advisors | 0.03% | Reduce -13.1% | 13,622 | $671K |
| Principal Securities, Inc. | 0.01% | Reduce -28.0% | 13,455 | $663K |
| Brueske Advisory Services, LLC | 0.45% | No change | 13,426 | $661K |
| Creative Planning | 0.00% | Reduce -24.0% | 13,423 | $661K |
| Avaii Wealth Management, LLC | 0.29% | Add +9.6% | 13,325 | $656K |
| Narwhal Capital Management | 0.05% | Reduce -5.0% | 13,299 | $655K |
| Valley Financial Group, Inc. | 0.39% | Add +4.3% | 13,078 | $644K |
| O'Connor Financial Group LLC | 0.27% | Add +0.6% | 12,376 | $609K |
| CreativeOne Wealth, LLC | 0.02% | Add +8.2% | 12,126 | $597K |
| RFG Advisory, LLC | 0.01% | Add +15.7% | 11,956 | $589K |
| Old Mission Capital LLC | 0.02% | New | 11,814 | $582K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +18.2% | 11,739 | $578K |
| Mattern Wealth Management LLC | 0.12% | No change | 11,500 | $566K |
| US Bancorp \de | 0.00% | Add +235.4% | 11,358 | $559K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -6.0% | 11,266 | $555K |
| Allworth Financial LP | 0.00% | Add +0.2% | 11,096 | $547K |
| Creative Financial Designs Inc. | 0.04% | Reduce -12.1% | 10,977 | $541K |
| Raab & Moskowitz Asset Management LLC | 0.13% | Reduce -1.8% | 10,861 | $535K |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.8% | 10,603 | $522K |
| RMR Wealth Builders | 0.05% | New | 10,551 | $520K |
| Southland Equity Partners LLC | 0.11% | Reduce -1.6% | 10,416 | $513K |
| Pinnacle Family Advisors, LLC | 0.25% | Add +3.6% | 10,315 | $508K |
| National Wealth Management Group, LLC | 0.28% | Add +9.2% | 10,199 | $502K |
| Ssi Investment Management LLC | 0.20% | Reduce -62.4% | 10,090 | $497K |
| Summit Wealth Partners, LLC | 0.09% | Add +3.2% | 10,032 | $494K |
| GTS Securities LLC | 0.02% | New | 9,931 | $489K |
| Wealth Effects LLC | 0.18% | No change | 9,902 | $488K |
| 1776 Wealth LLC | 0.20% | Reduce -15.9% | 9,757 | $481K |
| Laraway Financial Advisors Inc | 0.34% | Reduce -5.8% | 9,093 | $448K |
| Acorn Wealth Advisors, LLC | 0.17% | Reduce -4.3% | 9,052 | $446K |
| Capital CS Group, LLC | 0.73% | Reduce -4.9% | 9,044 | $446K |
| Quantinno Capital Management LP | 0.00% | Add +1.1% | 8,976 | $442K |
| Arbor Capital Management Inc. | 0.38% | Reduce -1.6% | 8,824 | $434K |
| Mgo One Seven LLC | 0.01% | Add +0.1% | 8,797 | $433K |
| MAI Capital Management | 0.00% | Reduce -87.9% | 8,788 | $433K |
| Tradewinds, LLC. | 0.33% | New | 8,762 | $432K |
| Merkkuri Wealth Advisors LLC | 0.33% | Reduce -2.5% | 8,762 | $432K |
| Crux Wealth Advisors | 0.18% | Add +8.8% | 8,659 | $427K |
| Goldstone Financial Group, LLC | 0.06% | Add +54.8% | 8,569 | $422K |
| Moloney Securities Asset Management, LLC | 0.05% | Add +6.1% | 8,530 | $420K |
| Family Legacy, Inc. | 0.14% | No change | 8,513 | $419K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -3.7% | 8,308 | $409K |
| Winebrenner Capital Management LLC | 0.33% | Reduce -3.3% | 8,289 | $408K |
| Sargent Investment Group, LLC | 0.06% | Reduce -2.5% | 8,220 | $407K |
| Stockman Wealth Management, Inc. | 0.05% | No change | 8,000 | $394K |
| Platform Technology Partners | 0.10% | No change | 7,827 | $386K |
| Calton & Associates, Inc. | 0.06% | New | 7,604 | $375K |
| Chiron Capital Management, LLC | 0.32% | No change | 7,543 | $372K |
| Claro Advisors Inc. | 0.06% | Reduce -7.9% | 7,409 | $365K |
| Focus Financial Network, Inc. | 0.01% | Reduce -27.9% | 7,395 | $364K |
| NBT Bank, N.A. | 0.02% | Reduce -3.1% | 7,301 | $360K |
| Milestones Private Investment Advisors LLC | 0.26% | — | 7,116 | $351K |
| Sovran Advisors, LLC | 0.04% | Reduce -52.0% | 6,887 | $338K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -0.6% | 6,769 | $333K |
| Capital Market Strategies LLC | 0.23% | No change | 6,751 | $333K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -9.2% | 6,745 | $332K |
| Spire Wealth Management | 0.01% | Reduce -75.2% | 6,728 | $331K |
| West Michigan Advisors, LLC | 0.09% | Reduce -1.6% | 6,683 | $329K |
| Betterment LLC | 0.00% | Add +11.4% | 6,674 | $329K |
| Wealth Management Associates, Inc. | 0.13% | Add +0.1% | 6,677 | $329K |
| Gentry Private Wealth, LLC | 0.25% | Reduce -70.0% | 6,561 | $323K |
| Key Client Fiduciary Advisors, LLC | 0.13% | No change | 6,540 | $322K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -0.2% | 6,413 | $316K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -0.9% | 6,409 | $316K |
| Private Client Services, LLC | 0.12% | Reduce -10.4% | 6,386 | $315K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.1% | 6,107 | $301K |
| Archer Investment Corp | 0.07% | Add +0.7% | 6,049 | $298K |
| World Investment Advisors | 0.01% | Reduce -26.6% | 6,011 | $296K |
| Luminist Capital LLC | 0.29% | No change | 5,936 | $292K |
| Herold Advisors, Inc. | 0.06% | Reduce -38.7% | 5,812 | $286K |
| AdvisorNet Financial, Inc | 0.02% | Add +32.3% | 5,792 | $285K |
| MPWM Advisory Solutions, LLC | 0.18% | New | 5,761 | $284K |
| WMG Financial Advisors, LLC | 0.10% | Reduce -0.4% | 5,749 | $283K |
| Signal Advisors Wealth, LLC | 0.02% | Add +23.4% | 5,657 | $279K |
| EP Wealth Advisors, LLC | 0.00% | New | 5,657 | $279K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -3.5% | 5,563 | $274K |
| Commonwealth Financial Services, LLC | 0.05% | Reduce -96.2% | 5,414 | $267K |
| TrueWealth Advisors, LLC | 0.08% | New | 5,302 | $261K |
| Ancora Advisors LLC | 0.01% | No change | 5,285 | $260K |
| Tidemark, LLC | 0.08% | Add +23.8% | 5,252 | $259K |
| Retirement Guys Formula LLC | 0.10% | No change | 5,237 | $258K |
| Composition Wealth, LLC | 0.00% | No change | 5,221 | $257K |
| Trueblood Wealth Management, LLC | 0.11% | Add +0.1% | 5,195 | $256K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +1.0% | 5,150 | $254K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -74.3% | 5,102 | $251K |
| Essex LLC | 0.05% | Reduce -2.2% | 5,081 | $250K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 5,069 | $250K |
| Moneywise, Inc. | 0.12% | Add +0.4% | 5,058 | $249K |
| Certified Advisory Corp | 0.03% | New | 5,020 | $247K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -2.0% | 4,995 | $246K |
| Waterloo Capital, L.P. | 0.02% | No change | 4,925 | $243K |
| Quad-Cities Investment Group, LLC | 0.11% | Reduce -1.3% | 4,904 | $242K |
| Retirement Income Solutions, Inc. | 0.04% | Add +2.2% | 4,735 | $233K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -5.4% | 4,669 | $230K |
| Moment Partners, LLC | 0.04% | Reduce -8.7% | 4,652 | $229K |
| Proactive Wealth Strategies LLC | 0.11% | Add +1.0% | 4,645 | $229K |
| Western Wealth Management, LLC | 0.01% | Add +0.1% | 4,643 | $229K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.1% | 4,618 | $227K |
| Genesee Capital Advisors, LLC | 0.10% | Add +0.9% | 4,602 | $227K |
| Strategic Blueprint, LLC | 0.01% | Reduce -13.2% | 4,602 | $227K |
| Centaurus Financial, Inc. | 0.01% | Reduce -15.5% | 4,586 | $226K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -8.6% | 4,554 | $224K |
| Holistic Financial Partners | 0.10% | Reduce -57.3% | 4,528 | $223K |
| HBW Advisory Services LLC | 0.03% | Add +2.1% | 4,527 | $223K |
| Holos Integrated Wealth LLC | 0.13% | No change | 4,485 | $222K |
| Lake Street Private Wealth, LLC | 0.03% | New | 4,487 | $221K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 4,435 | $218K |
| Kaydan Wealth Management, Inc. | 0.07% | New | 4,351 | $214K |
| Parallel Advisors, LLC | 0.00% | Add +15.9% | 4,323 | $213K |
| Rathbones Group PLC | 0.00% | No change | 4,254 | $210K |
| Clarity Capital Partners LLC | 0.07% | Add +2.5% | 4,228 | $208K |
| Daymark Wealth Partners, LLC | 0.01% | New | 4,227 | $208K |
| Beacon Financial Group | 0.02% | No change | 4,226 | $208K |
| Novem Group | 0.03% | Reduce -1.3% | 4,208 | $207K |
| Capital Investment Counsel, LLC | 0.03% | Reduce -37.5% | 4,195 | $207K |
| Lion Street Advisors, LLC | 0.06% | No change | 4,162 | $205K |
| Titleist Asset Management, LLC | 0.02% | New | 4,107 | $202K |
| Larson Financial Group LLC | 0.01% | Reduce -18.8% | 4,007 | $197K |
| Tucker Asset Management LLC | 0.06% | Add +33.7% | 3,932 | $194K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.2% | 3,530 | $174K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -30.4% | 3,330 | $164K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 3,220 | $159K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,746 | $135K |
| Medallion Wealth Advisors, LLC | 0.05% | Reduce -4.3% | 2,540 | $125K |
| MTM Investment Management, LLC | 0.04% | Reduce -29.9% | 2,173 | $107K |
| Optimum Investment Advisors | 0.04% | No change | 1,900 | $94K |
| Raleigh Capital Management Inc. | 0.04% | Add +1.1% | 1,864 | $92K |
| Rossby Financial, LCC | 0.03% | Add +0.3% | 1,778 | $88K |
| Riggs Asset Managment Co. Inc. | 0.02% | Reduce -2.5% | 1,718 | $85K |
| Y.D. More Investments Ltd | 0.01% | Add +133.7% | 1,596 | $78K |
| Asset Dedication, LLC | 0.00% | New | 1,364 | $67K |
| Aptus Capital Advisors, LLC | 0.00% | Add +33.0% | 1,097 | $54K |
| Wagner Wealth Management, LLC | 0.01% | Reduce -12.4% | 993 | $49K |
| Barnes Dennig Private Wealth Management LLC | 0.05% | New | 925 | $46K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 825 | $41K |
| Blair William & Co. | 0.00% | Reduce -36.8% | 766 | $38K |
| Smithfield Trust Co | 0.00% | No change | 725 | $36K |
| Hollencrest Capital Management | 0.00% | New | 638 | $31K |
| Creekmur Asset Management LLC | 0.01% | Add +497.2% | 633 | $31K |
| Sunbelt Securities, Inc. | 0.00% | Add +113.4% | 604 | $29K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Add +2.7% | 577 | $28K |
| Beacon Capital Management, LLC | 0.00% | Reduce -10.0% | 484 | $24K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 421 | $21K |
| Capital A Wealth Management, LLC | 0.23% | New | 418 | $20K |
| Hantz Financial Services, Inc. | 0.00% | New | 400 | $20K |
| True Wealth Design, LLC | 0.01% | No change | 400 | $20K |
| Rothschild Investment LLC | 0.00% | No change | 335 | $17K |
| Total Investment Management Inc. | 0.00% | New | 327 | $16K |
| Kessler Investment Group, LLC | 0.01% | New | 305 | $15K |
| WealthShield Partners, LLC | 0.00% | Reduce -39.6% | 305 | $15K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -5.0% | 284 | $14K |
| American National Bank & Trust | 0.00% | No change | 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% | No change | 255 | $13K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 250 | $12K |
| CVA Family Office, LLC | 0.00% | No change | 207 | $10K |
| Avion Wealth | 0.00% | No change | 223 | $10K |
| Capital Analysts, LLC | 0.00% | Add +0.9% | 116 | $6K |
| Ameriflex Group, Inc. | 0.00% | No change | 103 | $5K |
| Curio Wealth, LLC | 0.00% | New | 100 | $5K |
| Transce3nd, LLC | 0.00% | No change | 77 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 61 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 57 | $3K |
| IMG Wealth Management, Inc. | 0.00% | No change | 56 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 37 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 35 | $2K |
| Spurstone Advisory Services, LLC | 0.01% | No change | 8 | $394 |
| GAMMA Investing LLC | 0.00% | Reduce -99.4% | 8 | $394 |
"% 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.