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 |
| Genesis Private Wealth, LLC | 2.55% | Add +3.6% | 121,927 | $6.1M |
| Silver Oak Securities, Incorporated | 0.45% | Add +16.4% | 120,612 | $6.0M |
| Oppenheimer & Co. Inc. | 0.07% | Add +0.8% | 116,049 | $5.8M |
| BostonPremier Wealth LLC | 2.85% | Add +0.1% | 115,423 | $5.7M |
| Manhattan West Asset Management, LLC | 1.15% | Add +40.9% | 108,934 | $5.4M |
| Benjamin Edwards Inc. | 0.06% | Add +2.0% | 108,503 | $5.4M |
| Debussy Capital Management LP | 0.76% | Add +6.3% | 108,243 | $5.4M |
| Wesbanco Bank Inc. | 0.15% | Add +15.6% | 108,012 | $5.4M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -14.9% | 107,685 | $5.4M |
| Captrust Financial Advisors | 0.01% | Add +6.5% | 107,432 | $5.3M |
| Kirkwood Financial Services | 1.93% | — | 104,486 | $5.2M |
| Snowden Capital Advisors LLC | 0.14% | Reduce -0.3% | 104,541 | $5.2M |
| Independent Advisor Alliance | 0.13% | Add +13.2% | 102,157 | $5.1M |
| CoreCap Advisors, LLC | 0.18% | Add +16.6% | 99,346 | $4.9M |
| Coppell Advisory Solutions LLC | 0.48% | Add +51.0% | 91,463 | $4.5M |
| James J. Burns & Company, LLC | 0.66% | Add +0.2% | 88,261 | $4.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -32.8% | 85,540 | $4.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Add +0.5% | 80,963 | $4.0M |
| Ameritas Advisory Services, LLC | 0.25% | Reduce -49.3% | 76,895 | $3.8M |
| Anfield Capital Management, LLC | 1.12% | Reduce -6.4% | 76,422 | $3.8M |
| Friedenthal Financial | 1.94% | Add +7.8% | 75,480 | $3.8M |
| Continuum Advisory, LLC | 0.39% | Reduce -8.4% | 74,295 | $3.7M |
| Braun-Bostich & Associates Inc. | 2.30% | Add +2.9% | 73,218 | $3.6M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +19.8% | 70,610 | $3.5M |
| Endowment Wealth Management, Inc. | 1.59% | Add +29.9% | 70,426 | $3.5M |
| Center for Financial Planning, Inc. | 0.37% | Add +6.2% | 69,046 | $3.4M |
| FSB Premier Wealth Management, Inc. | 1.12% | Add +3.0% | 68,647 | $3.4M |
| Integrated Advisors Network LLC | 0.14% | Reduce -2.0% | 67,992 | $3.4M |
| Stonehaven Wealth & Tax Solutions, LLC | 3.06% | Reduce -1.5% | 66,584 | $3.3M |
| Dominguez Wealth Management Solutions, Inc. | 2.04% | Add +0.8% | 64,765 | $3.2M |
| Equitable Holdings, Inc. | 0.02% | Add +15.6% | 63,015 | $3.1M |
| Northeast Planning Associates, Inc. / NH / | 2.50% | Add +12.3% | 59,306 | $3.0M |
| Destiny Wealth Partners, LLC | 0.36% | Reduce -0.4% | 59,286 | $3.0M |
| Claris Financial LLC | 1.63% | Reduce -68.9% | 12,636 | $2.9M |
| Beacon Financial Advisory LLC | 0.65% | Add +21.0% | 56,389 | $2.8M |
| TBH Global Asset Management, LLC | 0.54% | Add +31.0% | 55,798 | $2.8M |
| VestGen Advisors, LLC | 0.09% | Reduce -9.3% | 55,289 | $2.8M |
| Sigma Planning Corp | 0.08% | Reduce -41.4% | 54,947 | $2.7M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +3.6% | 54,729 | $2.7M |
| City Holding Co. | 0.34% | Add +0.9% | 54,206 | $2.7M |
| APS Management Group, Inc. | 2.37% | — | 53,830 | $2.7M |
| DAVENPORT & Co LLC | 0.01% | Add +1.7% | 52,965 | $2.6M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -3.4% | 52,745 | $2.6M |
| Condor Capital Management | 0.21% | Add +0.5% | 50,896 | $2.5M |
| Bigelow Investment Advisors, LLC | 1.02% | Add +5.0% | 50,749 | $2.5M |
| KMG Fiduciary Partners, LLC | 0.17% | Add +7.7% | 49,638 | $2.5M |
| Main Street Financial Solutions, LLC | 0.15% | New | 47,869 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +8.2% | 47,406 | $2.4M |
| Golden State Wealth Management, LLC | 0.26% | Add +1320.9% | 47,315 | $2.4M |
| Pine Valley Investments Ltd Liability Co | 0.12% | Add +4.6% | 47,266 | $2.4M |
| Independent Financial Group, LLC | 0.06% | Add +34.1% | 47,256 | $2.4M |
| Apollon Wealth Management, LLC | 0.04% | Add +2.0% | 46,952 | $2.3M |
| IHT Wealth Management, LLC | 0.06% | Reduce -2.5% | 46,925 | $2.3M |
| NewEdge Wealth, LLC | 0.03% | Reduce -2.3% | 45,485 | $2.3M |
| Perigon Wealth Management, LLC | 0.05% | Add +18.1% | 45,424 | $2.3M |
| Maia Wealth LLC | 0.38% | Reduce -8.3% | 45,023 | $2.2M |
| Ascentis Independent Advisors | 0.37% | New | 44,411 | $2.2M |
| Bank of New York Mellon Corp | 0.00% | Add +10.9% | 42,780 | $2.1M |
| Park Avenue Securities LLC | 0.02% | Add +0.4% | 42,372 | $2.1M |
| Country Club Bank | 0.12% | Add +0.3% | 42,169 | $2.1M |
| Traction Financial Partners, LLC | 1.28% | Add +3.0% | 41,768 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +16.4% | 41,748 | $2.1M |
| Sowell Financial Services LLC | 0.08% | Reduce -1.7% | 41,544 | $2.1M |
| Sovran Advisors, LLC | 0.18% | Add +498.4% | 41,212 | $2.1M |
| Cottonwood Capital Advisors, LLC | 1.47% | Reduce -1.2% | 40,492 | $2.0M |
| AIFG Consultants Ltd. | 3.48% | Reduce -6.4% | 39,614 | $2.0M |
| Patten Group, Inc. | 0.38% | Reduce -4.0% | 39,438 | $2.0M |
| Abbot Financial Management, Inc. | 0.84% | Add +4.3% | 39,419 | $2.0M |
| Midwest Financial Group LLC | 0.92% | Add +1.5% | 38,707 | $1.9M |
| Insight Inv LLC | 1.12% | Add +48.1% | 38,167 | $1.9M |
| Ifrah Financial Services, Inc. | 0.48% | Reduce -0.7% | 37,523 | $1.9M |
| Cypress Capital Group | 0.22% | Add +5.1% | 37,355 | $1.9M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -0.8% | 37,266 | $1.9M |
| Iams Wealth Management, LLC | 0.74% | Add +0.6% | 37,073 | $1.8M |
| AE Wealth Management LLC | 0.01% | Reduce -18.6% | 36,904 | $1.8M |
| Arcadia Wealth Management, Inc. | 1.06% | Add +2.5% | 35,067 | $1.7M |
| Belpointe Asset Management LLC | 0.06% | Reduce -37.2% | 33,496 | $1.7M |
| Marino, Stram & Associates LLC | 0.30% | Add +91.7% | 33,437 | $1.7M |
| Elevation Capital Advisory, LLC | 0.66% | Add +1.5% | 33,364 | $1.7M |
| StoneX Group Inc. | 0.07% | Add +9.0% | 32,079 | $1.6M |
| Wisconsin Wealth Advisors, LLC | 1.48% | Reduce -1.8% | 31,165 | $1.6M |
| RFG Advisory, LLC | 0.03% | Add +158.5% | 30,902 | $1.5M |
| Integrity Wealth Advisors, Inc. | 0.53% | Add +80.5% | 30,022 | $1.5M |
| KOM Wealth Management Group, LLC | 1.12% | Add +4.1% | 29,704 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.5% | 29,511 | $1.5M |
| Chris Bulman Inc | 0.73% | Add +59.7% | 29,404 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +4.4% | 28,990 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +5.8% | 28,670 | $1.4M |
| Maridea Wealth Management LLC | 0.22% | Add +8.7% | 28,401 | $1.4M |
| Advisory Services Network, LLC | 0.02% | Reduce -11.9% | 28,468 | $1.4M |
| Balefire, LLC | 0.28% | Add +14.3% | 28,303 | $1.4M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -5.2% | 27,613 | $1.4M |
| Prosperity Consulting Group, LLC | 0.07% | Reduce -1.4% | 27,300 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Reduce -29.2% | 27,043 | $1.3M |
| Perennial Investment Advisors, LLC | 0.11% | Reduce -4.5% | 25,624 | $1.3M |
| Global Assets Advisory, LLC | 0.38% | Reduce -4.1% | 25,487 | $1.3M |
| Hilltop Holdings Inc. | 0.07% | Add +31.9% | 25,317 | $1.3M |
| Barrett & Company, Inc. | 0.42% | Add +0.0% | 24,673 | $1.2M |
| Cornell Pochily Investment Advisors, Inc. | 0.36% | Reduce -13.7% | 24,480 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Add +2.7% | 24,429 | $1.2M |
| TCFG Wealth Management, LLC | 0.46% | Add +9.9% | 23,403 | $1.2M |
| Trustmark Bank Trust Department | 0.08% | Add +33.1% | 23,253 | $1.2M |
| Park Square Financial Group, LLC | 4.79% | Reduce -43.0% | 22,289 | $1.1M |
| Helium Advisors LLC | 0.91% | Add +1.0% | 21,954 | $1.1M |
| Keystone Wealth Services, LLC | 0.24% | Reduce -69.8% | 21,815 | $1.1M |
| Team Financial Group, LLC | 0.50% | Add +6.0% | 21,627 | $1.1M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.21% | Add +11.9% | 20,120 | $1.0M |
| GPS Wealth Strategies Group, LLC | 0.10% | Reduce -2.1% | 19,408 | $966K |
| Private Trust Co. NA | 0.08% | Add +0.4% | 18,552 | $924K |
| Columbia Advisory Partners LLC | 0.63% | Reduce -28.9% | 18,366 | $914K |
| Gateway Wealth Partners, LLC | 0.12% | Reduce -6.1% | 18,261 | $909K |
| Avestar Capital, LLC | 0.06% | Reduce -0.9% | 17,869 | $890K |
| Morey & Quinn Wealth Partners, LLC | 0.65% | Add +6.0% | 17,826 | $888K |
| Towerpoint Wealth, LLC | 0.36% | Add +1.1% | 17,772 | $885K |
| Faithward Advisors, LLC | 0.13% | Reduce -36.2% | 17,762 | $884K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -6.2% | 17,759 | $884K |
| GeoWealth Management, LLC | 0.03% | Add +17.0% | 17,717 | $882K |
| CreativeOne Wealth, LLC | 0.02% | Add +45.8% | 17,680 | $880K |
| Acorn Wealth Advisors, LLC | 0.28% | Add +94.7% | 17,628 | $878K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -19.8% | 17,555 | $874K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +172.8% | 17,487 | $871K |
| Arkadios Wealth Advisors | 0.02% | Add +23.8% | 17,321 | $862K |
| Hamilton Wealth, LLC | 0.18% | Reduce -69.2% | 17,165 | $855K |
| National Wealth Management Group, LLC | 0.32% | Add +67.8% | 17,113 | $852K |
| Eagle Harbor Asset Management Inc. | 0.73% | Add +2.5% | 16,991 | $846K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -13.1% | 16,773 | $835K |
| Atwood & Palmer Inc. | 0.05% | Reduce -30.0% | 16,605 | $827K |
| StrongBox Wealth, LLC | 0.28% | No change | 16,475 | $820K |
| Wealth Watch Advisors, INC | 0.34% | Reduce -9.8% | 16,472 | $820K |
| SMART Wealth LLC | 0.31% | New | 16,272 | $810K |
| Hidden Cove Wealth Management, LLC | 0.53% | Reduce -0.1% | 16,108 | $802K |
| Ballew Advisors, Inc | 0.45% | Add +0.3% | 16,023 | $802K |
| Calton & Associates, Inc. | 0.12% | Add +109.6% | 15,938 | $794K |
| Global Retirement Partners, LLC | 0.02% | Add +3.8% | 15,903 | $792K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +8.0% | 15,516 | $773K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -34.3% | 15,118 | $753K |
| Principal Securities, Inc. | 0.01% | Add +12.0% | 15,073 | $750K |
| Concentrum Wealth Management | 0.21% | No change | 14,544 | $724K |
| Flaharty Asset Management, LLC | 0.09% | No change | 14,530 | $723K |
| International Assets Investment Management, LLC | 0.06% | No change | 14,544 | $717K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -3.8% | 14,372 | $716K |
| LaSalle St. Investment Advisors, LLC | 0.13% | Add +1.1% | 14,335 | $713K |
| Legacy Edge Advisors, LLC | 0.08% | Reduce -6.5% | 14,011 | $698K |
| Avaii Wealth Management, LLC | 0.26% | Add +4.8% | 13,959 | $695K |
| Raab & Moskowitz Asset Management LLC | 0.15% | Add +27.9% | 13,891 | $692K |
| 626 Financial, LLC | 0.30% | Reduce -12.4% | 13,701 | $682K |
| TFB Advisors LLC | 0.20% | Reduce -31.9% | 13,442 | $673K |
| Narwhal Capital Management | 0.05% | Add +1.2% | 13,457 | $670K |
| Valley Financial Group, Inc. | 0.38% | Add +1.9% | 13,324 | $663K |
| IFG Advisory, LLC | 0.03% | Reduce -50.9% | 12,614 | $628K |
| Smithbridge Asset Management Inc. | 0.09% | New | 12,589 | $627K |
| O'Connor Financial Group LLC | 0.26% | Add +1.1% | 12,517 | $623K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +6.5% | 12,000 | $597K |
| PFG Advisors | 0.02% | Reduce -12.5% | 11,925 | $594K |
| Simplicity Wealth,LLC | 0.03% | Reduce -51.0% | 11,920 | $593K |
| Lanark Financial, Inc. | 0.05% | Reduce -26.9% | 11,711 | $583K |
| Summit Wealth Partners, LLC | 0.10% | Add +13.9% | 11,426 | $569K |
| Pinnacle Family Advisors, LLC | 0.25% | Add +10.1% | 11,359 | $566K |
| MAI Capital Management | 0.00% | Add +26.4% | 11,108 | $553K |
| Ascent Group, LLC | 0.02% | New | 10,946 | $545K |
| Brueske Advisory Services, LLC | 0.30% | Reduce -18.6% | 10,926 | $544K |
| Capital CS Group, LLC | 0.85% | Add +14.9% | 10,389 | $517K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -12.0% | 10,331 | $514K |
| Meridian Wealth Management, LLC | 0.02% | Add +52.8% | 10,308 | $513K |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.2% | 10,263 | $511K |
| Ssi Investment Management LLC | 0.19% | No change | 10,090 | $502K |
| Creative Planning | 0.00% | Reduce -26.6% | 9,855 | $491K |
| Arbor Capital Management Inc. | 0.39% | Add +10.8% | 9,780 | $488K |
| Wealth Effects LLC | 0.15% | Reduce -5.1% | 9,394 | $468K |
| Crux Wealth Advisors | 0.18% | Add +4.9% | 9,080 | $452K |
| Quantinno Capital Management LP | 0.00% | No change | 8,976 | $447K |
| World Investment Advisors | 0.01% | Add +45.0% | 8,718 | $434K |
| Laraway Financial Advisors Inc | 0.30% | Reduce -4.3% | 8,697 | $433K |
| Winebrenner Capital Management LLC | 0.31% | Add +4.6% | 8,673 | $432K |
| BlueChip Wealth Advisors LLC | 0.18% | Reduce -71.4% | 8,559 | $426K |
| Allworth Financial LP | 0.00% | Reduce -23.0% | 8,547 | $426K |
| Family Legacy, Inc. | 0.13% | No change | 8,513 | $424K |
| Wealthspire Advisors, LLC | 0.00% | No change | 8,308 | $414K |
| Goldstone Financial Group, LLC | 0.05% | Reduce -4.1% | 8,218 | $409K |
| Moloney Securities Asset Management, LLC | 0.05% | Reduce -3.8% | 8,205 | $409K |
| Stockman Wealth Management, Inc. | 0.05% | No change | 8,000 | $398K |
| Platform Technology Partners | 0.09% | No change | 7,827 | $390K |
| 1776 Wealth LLC | 0.15% | Reduce -21.3% | 7,675 | $382K |
| Claro Advisors Inc. | 0.05% | Add +0.9% | 7,478 | $372K |
| Carrera Capital Advisors | 0.07% | New | 7,433 | $370K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.1% | 7,390 | $368K |
| NBT Bank, N.A. | 0.02% | Reduce -99.3% | 50 | $364K |
| West Michigan Advisors, LLC | 0.08% | Add +4.3% | 6,971 | $347K |
| Milestones Private Investment Advisors LLC | 0.23% | Reduce -2.9% | 6,908 | $344K |
| Savvy Advisors, Inc. | 0.02% | New | 6,818 | $339K |
| Strategic Financial Concepts, LLC | 0.05% | New | 6,730 | $335K |
| Wealth Management Associates, Inc. | 0.12% | Add +0.1% | 6,686 | $333K |
| Chiron Capital Management, LLC | 0.28% | Reduce -11.9% | 6,643 | $331K |
| Retirement Income Solutions, Inc. | 0.06% | Add +39.0% | 6,583 | $328K |
| Signal Advisors Wealth, LLC | 0.03% | Add +14.7% | 6,486 | $323K |
| Private Client Services, LLC | 0.11% | Reduce -0.4% | 6,363 | $317K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +20.6% | 6,209 | $309K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -5.3% | 6,076 | $303K |
| Archer Investment Corp | 0.07% | Reduce -0.0% | 6,047 | $301K |
| Luminist Capital LLC | 0.26% | No change | 5,936 | $296K |
| Merkkuri Wealth Advisors LLC | 0.21% | Reduce -32.8% | 5,885 | $293K |
| Koshinski Asset Management, Inc. | 0.02% | Add +5.5% | 5,870 | $292K |
| Mgo One Seven LLC | 0.01% | Reduce -33.4% | 5,857 | $292K |
| MPWM Advisory Solutions, LLC | 0.17% | Reduce -0.2% | 5,751 | $286K |
| Southland Equity Partners LLC | 0.06% | Reduce -45.5% | 5,671 | $282K |
| HRT Financial LP | 0.00% | New | 5,627 | $280K |
| TrueWealth Advisors, LLC | 0.08% | Add +5.4% | 5,588 | $278K |
| Rossby Financial, LCC | 0.09% | Add +211.4% | 5,537 | $276K |
| Lake Street Private Wealth, LLC | 0.04% | Add +23.2% | 5,526 | $275K |
| Certified Advisory Corp | 0.03% | Add +9.3% | 5,486 | $273K |
| Old North State Wealth Management, LLC | 0.13% | New | 5,447 | $271K |
| WMG Financial Advisors, LLC | 0.09% | Reduce -7.0% | 5,349 | $266K |
| Ancora Advisors LLC | 0.01% | No change | 5,285 | $263K |
| Retirement Guys Formula LLC | 0.09% | No change | 5,237 | $261K |
| US Bancorp \de | 0.00% | Reduce -54.0% | 5,229 | $260K |
| Trueblood Wealth Management, LLC | 0.10% | Add +0.2% | 5,206 | $259K |
| Essex LLC | 0.05% | No change | 5,081 | $253K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -95.6% | 5,052 | $252K |
| Daymark Wealth Partners, LLC | 0.01% | Add +18.6% | 5,014 | $250K |
| Tidemark, LLC | 0.07% | Reduce -5.1% | 4,983 | $248K |
| Spire Wealth Management | 0.01% | Reduce -27.1% | 4,902 | $244K |
| Waterloo Capital, L.P. | 0.02% | Reduce -0.5% | 4,901 | $244K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -5.0% | 4,848 | $241K |
| RMR Wealth Builders | 0.02% | Reduce -54.2% | 4,832 | $241K |
| Centaurus Financial, Inc. | 0.01% | Add +3.2% | 4,731 | $236K |
| Maripau Wealth Management LLC | 0.12% | New | 4,727 | $235K |
| Level Four Advisory Services, LLC | 0.01% | Add +2.3% | 4,657 | $232K |
| Proactive Wealth Strategies LLC | 0.10% | Reduce -0.0% | 4,643 | $231K |
| Genesee Capital Advisors, LLC | 0.10% | Add +0.9% | 4,642 | $231K |
| Moment Partners, LLC | 0.04% | Reduce -0.5% | 4,628 | $230K |
| Titleist Asset Management, LLC | 0.02% | Add +11.3% | 4,569 | $227K |
| Holos Integrated Wealth LLC | 0.13% | No change | 4,485 | $224K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -22.7% | 4,476 | $223K |
| Lion Street Advisors, LLC | 0.08% | Add +5.7% | 4,398 | $222K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 4,388 | $218K |
| Western Wealth Management, LLC | 0.01% | Reduce -5.9% | 4,371 | $218K |
| Parallel Advisors, LLC | 0.00% | Add +0.9% | 4,361 | $217K |
| Holistic Financial Partners | 0.09% | Reduce -3.9% | 4,353 | $217K |
| Moneywise, Inc. | 0.10% | Reduce -14.0% | 4,350 | $217K |
| Summit Wealth Group LLC / Co. | 0.02% | Reduce -96.8% | 553 | $215K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -4.0% | 4,258 | $212K |
| Creative Financial Designs Inc. | 0.01% | Reduce -61.6% | 4,218 | $210K |
| Strategic Blueprint, LLC | 0.01% | Reduce -9.3% | 4,173 | $208K |
| Kaydan Wealth Management, Inc. | 0.06% | Reduce -5.2% | 4,127 | $205K |
| HBW Advisory Services LLC | 0.02% | Reduce -11.1% | 4,026 | $200K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 3,541 | $176K |
| Larson Financial Group LLC | 0.01% | Reduce -14.3% | 3,434 | $171K |
| Barnes Dennig Private Wealth Management LLC | 0.18% | Add +270.9% | 3,431 | $171K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -44.9% | 3,363 | $167K |
| Tucker Asset Management LLC | 0.05% | Reduce -15.8% | 3,309 | $165K |
| Pinnacle Bancorp, Inc. | 0.05% | Add +2.5% | 3,300 | $164K |
| First Horizon Corp. | 0.01% | — | 2,872 | $143K |
| Financial Gravity Asset Management, Inc. | 0.03% | — | 2,663 | $133K |
| Medallion Wealth Advisors, LLC | 0.04% | Reduce -2.6% | 2,475 | $123K |
| MTM Investment Management, LLC | 0.03% | No change | 2,173 | $108K |
| Optimum Investment Advisors | 0.04% | No change | 1,900 | $95K |
| Raleigh Capital Management Inc. | 0.04% | Add +1.0% | 1,883 | $94K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -40.1% | 1,645 | $82K |
| Y.D. More Investments Ltd | 0.00% | Reduce -35.9% | 1,023 | $51K |
| Wagner Wealth Management, LLC | 0.01% | Add +1.0% | 1,003 | $50K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -20.1% | 877 | $44K |
| Smithfield Trust Co | 0.00% | No change | 725 | $36K |
| Blair William & Co. | 0.00% | Reduce -14.2% | 657 | $33K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +160.0% | 650 | $32K |
| Financial Network Wealth Advisors LLC | 0.03% | New | 578 | $29K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 577 | $29K |
| CX Institutional | 0.00% | New | 570 | $28K |
| Hollencrest Capital Management | 0.00% | Reduce -14.1% | 548 | $27K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +24.7% | 525 | $26K |
| Palisade Asset Management, LLC | 0.00% | New | 518 | $26K |
| Duncker Streett & Co. Inc. | 0.00% | New | 450 | $22K |
| True Wealth Design, LLC | 0.01% | No change | 400 | $20K |
| Rothschild Investment LLC | 0.00% | No change | 335 | $17K |
| WealthShield Partners, LLC | 0.00% | No change | 305 | $15K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 284 | $14K |
| American National Bank & Trust | 0.00% | No change | 279 | $14K |
| Bank of Montreal | 0.00% | New | 274 | $14K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 273 | $14K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -56.3% | 264 | $13K |
| Cheviot Value Management, LLC | 0.00% | No change | 255 | $13K |
| CVA Family Office, LLC | 0.00% | No change | 207 | $10K |
| Smartleaf Asset Management LLC | 0.00% | New | 178 | $9K |
| Ameriflex Group, Inc. | 0.00% | Add +37.9% | 142 | $7K |
| Avion Wealth | 0.00% | Reduce -45.3% | 122 | $6K |
| Capital Analysts, LLC | 0.00% | Add +7.8% | 125 | $6K |
| Creekmur Asset Management LLC | 0.00% | Reduce -83.7% | 103 | $5K |
| Curio Wealth, LLC | 0.00% | No change | 100 | $5K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.5% | 78 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 61 | $3K |
| McIlrath & Eck, LLC | 0.00% | Add +5.3% | 60 | $3K |
| IMG Wealth Management, Inc. | 0.00% | No change | 56 | $3K |
| Caitlin John, LLC | 0.00% | New | 41 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 37 | $2K |
| Clearstead Advisors, LLC | 0.00% | Add +2.9% | 36 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 9 | $448 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 8 | $398 |
| GAMMA Investing LLC | 0.00% | No change | 8 | $398 |
| Realta Investment Advisors | 0.00% | New | 1 | $74 |
| SBI Securities Co., Ltd. | 0.00% | New | 1 | $50 |
"% 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.