First Trust Low Duration OppLMBSETF
13F holders, Q3 2025 (September 30)399holders −19
24new positions
38sold out
2famous investors
$49.82avg. 13F price*
At the end of Q3 2025, 399 institutions reported holding First Trust Low Duration Opp (LMBS) in their 13F filings, down 19 from Q2 2025. 24 opened new positions and 38 sold out. The largest holders were Morgan Stanley ($687.7M), LPL Financial LLC ($578.1M) and Wells Fargo & Company ($270.6M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $31.1M |
| Exits | 38 | $27.4M |
All 13F filers, Q2 2025 → Q3 2025: 6,348,707 shares bought and 1,972,025 shares sold, net +4,376,682 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 399 holders
| Morgan Stanley | 0.04% | Add +2.7% | 13,811,856 | $687.7M |
| LPL Financial LLC | 0.17% | Add +10.1% | 11,610,612 | $578.1M |
| Wells Fargo & Company | 0.06% | Add +4.9% | 5,434,394 | $270.6M |
| UBS Group AG | 0.05% | Reduce -6.7% | 4,630,152 | $230.5M |
| Raymond James Financial Inc. | 0.06% | Add +6.0% | 3,810,418 | $189.7M |
| Royal Bank of Canada | 0.02% | Add +4.9% | 2,670,655 | $133.0M |
| Cetera Investment Advisers | 0.14% | Add +32.6% | 2,441,290 | $121.6M |
| Bank of America Corp. | 0.01% | Add +15.1% | 1,877,318 | $93.5M |
| First Trust Advisors LP | 0.05% | Add +11.7% | 1,232,615 | $61.4M |
| Commonwealth Equity Services, LLC | 0.07% | Add +8.3% | 1,024,084 | $51.0M |
| Berger Financial Group, Inc | 3.02% | Add +2.1% | 1,011,741 | $50.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.1% | 1,010,238 | $50.3M |
| Osaic Holdings, Inc. | 0.06% | Add +2.5% | 872,694 | $43.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +3.0% | 858,092 | $42.7M |
| Concurrent Investment Advisors, LLC | 0.71% | Add +6.4% | 824,883 | $41.1M |
| Clearwater Capital Advisors, LLC | 3.42% | Add +6.8% | 806,953 | $40.2M |
| Csenge Advisory Group | 1.83% | Add +4.3% | 768,104 | $38.2M |
| HighTower Advisors, LLC | 0.04% | Add +6.8% | 744,453 | $37.1M |
| Stifel Financial Corp. | 0.03% | Add +29.1% | 709,927 | $35.3M |
| Vestmark Advisory Solutions, Inc. | 0.57% | Add +66.7% | 605,360 | $30.1M |
| Baird Financial Group, Inc. | 0.04% | Add +6.8% | 540,732 | $26.9M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +20.3% | 536,250 | $26.7M |
| Heck Capital Advisors, LLC | 1.89% | Add +8.2% | 490,043 | $24.4M |
| Trilogy Capital Inc. | 1.12% | Reduce -3.0% | 488,069 | $24.3M |
| Harbour Investments, Inc. | 0.55% | Add +3.0% | 483,600 | $24.1M |
| Prospera Financial Services Inc | 0.38% | Add +1.7% | 450,878 | $22.5M |
| Elevation Point Wealth Partners, LLC | 1.56% | New | 449,405 | $22.4M |
| Brookstone Capital Management | 0.26% | Reduce -1.7% | 434,141 | $21.6M |
| Cerity Partners LLC | 0.03% | Add +6.1% | 431,911 | $21.5M |
| Inspirion Wealth Advisors, LLC | 2.94% | Add +0.5% | 424,638 | $21.0M |
| Harvest Investment Services, LLC | 4.22% | Reduce -6.1% | 420,909 | $21.0M |
| Searcy Financial Services Inc. | 7.71% | Add +3.1% | 407,431 | $20.3M |
| &partners | 0.12% | Add +6.4% | 384,407 | $19.1M |
| Integrated Wealth Concepts LLC | 0.16% | Add +12.5% | 366,056 | $18.2M |
| Aaron Wealth Advisors LLC | 1.05% | Reduce -2.0% | 350,126 | $17.4M |
| Stephens Inc. | 0.22% | Add +1.3% | 349,036 | $17.4M |
| Cwm, LLC | 0.05% | Reduce -0.7% | 343,112 | $17.1M |
| Walkner Condon Financial Advisors LLC | 2.69% | Add +10.7% | 340,384 | $16.9M |
| American Financial Advisors, LLC | 2.16% | Reduce -1.1% | 337,449 | $16.8M |
| TL Private Wealth | 6.59% | Add +10.0% | 328,364 | $16.4M |
| Clifford Swan Investment Counsel LLC | 0.54% | Add +6.7% | 326,769 | $16.3M |
| Kestra Private Wealth Services, LLC | 0.21% | Reduce -4.8% | 316,895 | $15.8M |
| Financial Enhancement Group LLC | 2.07% | Reduce -16.1% | 309,533 | $15.4M |
| Geneos Wealth Management Inc. | 0.39% | Add +0.7% | 307,790 | $15.3M |
| NewEdge Advisors, LLC | 0.07% | Reduce -1.2% | 306,104 | $15.2M |
| Obermeyer Wealth Partners | 0.71% | Add +2.3% | 306,094 | $15.2M |
| TD Capital Management LLC | 1.37% | Reduce -1.5% | 306,016 | $15.2M |
| Assetmark, Inc. | 0.03% | Add +18.0% | 297,522 | $14.8M |
| Fairvoy Private Wealth, LLC | 3.33% | Reduce -5.9% | 293,912 | $14.6M |
| Private Advisor Group, LLC | 0.07% | Add +9.5% | 286,339 | $14.3M |
| Atria Investments, Inc | 0.16% | Add +5.1% | 279,390 | $13.9M |
| Prism Advisors, Inc. | 3.72% | Add +5.0% | 276,508 | $13.8M |
| IFP Advisors, Inc | 0.35% | Add +22.3% | 274,132 | $13.6M |
| Long Run Wealth Advisors, LLC | 2.65% | Add +8.7% | 270,686 | $13.5M |
| Mariner, LLC | 0.02% | Reduce -1.1% | 266,390 | $13.3M |
| Petix & Botte Co | 3.00% | Reduce -5.9% | 260,771 | $13.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.9% | 254,668 | $12.7M |
| Jones Financial Companies LLLP | 0.01% | Add +62.0% | 247,378 | $12.3M |
| Truist Financial Corp. | 0.02% | Reduce -5.6% | 246,848 | $12.3M |
| Kestra Advisory Services, LLC | 0.06% | Add +5.0% | 246,566 | $12.3M |
| Foundations Investment Advisors, LLC | 0.18% | Reduce -0.6% | 245,931 | $12.2M |
| Weitzel Financial Services, Inc. | 4.93% | Add +2.6% | 242,730 | $12.1M |
| Secure Asset Management, LLC | 1.98% | Add +23.6% | 240,724 | $12.0M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +54.1% | 228,806 | $11.4M |
| MRA Advisory Group | 4.86% | Add +12.3% | 223,918 | $11.1M |
| MML Investors Services, LLC | 0.03% | Add +5.8% | 218,938 | $10.9M |
| PFS Partners, LLC | 5.12% | Add +2.4% | 216,021 | $10.8M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -2.6% | 215,506 | $10.7M |
| Citadel Advisors | 0.01% | Add +7.9% | 211,785 | $10.5M |
| First International Bank & Trust | 3.56% | Reduce -2.3% | 205,968 | $10.3M |
| Mutual Advisors, LLC | 0.22% | Add +116.0% | 202,635 | $10.1M |
| Redhawk Wealth Advisors, Inc. | 1.17% | Add +14.9% | 201,857 | $10.1M |
| Adamsbrown Wealth Consultants LLC | 2.69% | Add +75.3% | 196,199 | $9.8M |
| Bellevue Asset Management, LLC | 4.41% | Add +8.9% | 192,509 | $9.6M |
| Comerica Bank | 0.04% | Add +0.9% | 191,951 | $9.6M |
| Grove Bank & Trust | 1.10% | Add +19.9% | 188,014 | $9.4M |
| Ameritas Investment Partners, Inc. | 0.28% | Add +8.7% | 187,019 | $9.3M |
| Kingsview Wealth Management, LLC | 0.14% | Reduce -3.6% | 181,713 | $9.0M |
| Focus Partners Wealth | 0.01% | Add +0.3% | 179,487 | $8.9M |
| Darwin Wealth Management, LLC | 2.74% | Add +1.4% | 173,032 | $8.6M |
| Renaissance Technologies | 0.01% | Reduce -32.3% | 169,790 | $8.5M |
| Per Stirling Capital Management, LLC. | 0.94% | Add +103.8% | 157,126 | $7.8M |
| LexAurum Advisors, LLC | 1.11% | Add +1.8% | 155,966 | $7.8M |
| TCP Asset Management, LLC | 1.36% | Add +4.6% | 153,377 | $7.6M |
| Ashton Thomas Private Wealth, LLC | 0.20% | Add +17.9% | 151,101 | $7.5M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -0.2% | 150,764 | $7.5M |
| Citigroup Inc. | 0.01% | Add +11.3% | 148,934 | $7.4M |
| RiverTree Advisors, LLC | 4.60% | Add +39.6% | 144,149 | $7.2M |
| EdgeRock Capital LLC | 1.95% | Add +2.5% | 140,787 | $7.0M |
| Clear Creek Financial Management, LLC | 0.61% | Add +13.9% | 140,391 | $7.0M |
| EWG Elevate Inc. | 2.14% | Reduce -32.5% | 137,579 | $6.9M |
| Mainsail Financial Group, LLC | 2.94% | Add +7.5% | 137,529 | $6.8M |
| D.A. Davidson & Co. | 0.04% | Add +3.3% | 135,602 | $6.8M |
| Fairway Financial, LLC | 5.28% | Add +1.5% | 134,444 | $6.7M |
| Entruity Wealth, LLC | 5.17% | Add +5.5% | 133,733 | $6.7M |
| Lunt Capital Management, Inc. | 2.51% | Reduce -1.9% | 132,039 | $6.6M |
| Triumph Capital Management | 1.76% | Add +13.2% | 131,094 | $6.5M |
| IMA Advisory Services, Inc. | 0.66% | Add +0.1% | 130,805 | $6.5M |
| Centennial Wealth Advisory LLC | 1.76% | Add +53.1% | 126,788 | $6.3M |
| Summit Financial, LLC | 0.09% | Add +0.5% | 122,387 | $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.