First Trust Low Duration OppLMBSETF
13F holders, Q4 2025 (December 31)432holders +33
37new positions
19sold out
2famous investors
$50.00avg. 13F price*
At the end of Q4 2025, 432 institutions reported holding First Trust Low Duration Opp (LMBS) in their 13F filings, up 33 from Q3 2025. 37 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($707.4M), LPL Financial LLC ($575.4M) and Wells Fargo & Company ($276.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $79.1M |
| Exits | 19 | $21.3M |
All 13F filers, Q3 2025 → Q4 2025: 7,870,577 shares bought and 2,825,102 shares sold, net +5,045,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 432 holders
| Morgan Stanley | 0.04% | Add +2.5% | 14,150,597 | $707.4M |
| LPL Financial LLC | 0.16% | Reduce -0.9% | 11,511,063 | $575.4M |
| Wells Fargo & Company | 0.05% | Add +1.6% | 5,522,020 | $276.0M |
| UBS Group AG | 0.05% | Reduce -0.4% | 4,611,640 | $230.5M |
| Raymond James Financial Inc. | 0.06% | Add +6.7% | 4,066,736 | $203.3M |
| Royal Bank of Canada | 0.03% | Add +7.5% | 2,870,141 | $143.5M |
| Cetera Investment Advisers | 0.13% | Reduce -2.5% | 2,380,079 | $119.0M |
| Bank of America Corp. | 0.01% | Reduce -4.7% | 1,789,292 | $89.4M |
| HighTower Advisors, LLC | 0.08% | Add +95.3% | 1,454,146 | $72.7M |
| First Trust Advisors LP | 0.05% | Add +7.2% | 1,321,454 | $66.1M |
| Concurrent Investment Advisors, LLC | 0.69% | Add +46.4% | 1,207,824 | $60.4M |
| Commonwealth Equity Services, LLC | 0.08% | Add +14.9% | 1,176,318 | $58.8M |
| Berger Financial Group, Inc | 3.06% | Add +4.3% | 1,054,929 | $52.7M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +22.0% | 1,046,614 | $52.3M |
| Clearwater Capital Advisors, LLC | 3.55% | Add +5.7% | 852,617 | $42.6M |
| Csenge Advisory Group | 1.86% | Add +6.9% | 821,151 | $41.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -18.9% | 819,001 | $40.9M |
| Harvest Investment Services, LLC | 6.98% | Add +75.9% | 740,376 | $37.0M |
| Stifel Financial Corp. | 0.03% | Add +3.5% | 734,499 | $36.7M |
| Osaic Holdings, Inc. | 0.05% | Reduce -22.9% | 672,921 | $33.6M |
| Jane Street Group, LLC | 0.04% | New | 668,153 | $33.4M |
| Assetmark, Inc. | 0.06% | Add +105.2% | 610,372 | $30.5M |
| Vestmark Advisory Solutions, Inc. | 0.38% | Reduce -7.3% | 560,913 | $28.0M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +3.6% | 555,539 | $27.8M |
| Baird Financial Group, Inc. | 0.04% | Add +2.5% | 554,218 | $27.7M |
| Private Advisor Group, LLC | 0.13% | Add +90.3% | 544,981 | $27.2M |
| Heck Capital Advisors, LLC | 1.98% | Add +8.4% | 531,187 | $26.6M |
| Harbour Investments, Inc. | 0.54% | Add +9.4% | 528,903 | $26.4M |
| Trilogy Capital Inc. | 1.10% | Add +0.6% | 490,777 | $24.5M |
| Aaron Wealth Advisors LLC | 1.27% | Add +30.9% | 458,338 | $22.9M |
| Brookstone Capital Management | 0.26% | Add +4.3% | 452,717 | $22.6M |
| Cerity Partners LLC | 0.03% | Add +0.7% | 435,016 | $21.7M |
| Prospera Financial Services Inc | 0.36% | Reduce -3.6% | 434,569 | $21.7M |
| Searcy Financial Services Inc. | 7.82% | Add +3.6% | 422,173 | $21.1M |
| Walkner Condon Financial Advisors LLC | 2.92% | Add +23.7% | 420,927 | $21.0M |
| Inspirion Wealth Advisors, LLC | 2.50% | Reduce -3.8% | 408,340 | $20.4M |
| &partners | 0.11% | Add +4.9% | 403,411 | $20.2M |
| Cwm, LLC | 0.05% | Add +13.6% | 389,913 | $19.5M |
| Jones Financial Companies LLLP | 0.01% | Add +54.6% | 382,459 | $19.1M |
| Kestra Private Wealth Services, LLC | 0.23% | Add +18.8% | 376,414 | $18.8M |
| W1M Asset Management Ltd | 0.19% | New | 362,799 | $18.1M |
| Stephens Inc. | 0.22% | Add +2.7% | 358,591 | $17.9M |
| American Financial Advisors, LLC | 2.22% | Add +2.1% | 344,676 | $17.2M |
| Elevation Point Wealth Partners, LLC | 0.81% | Reduce -25.2% | 336,076 | $16.8M |
| TL Private Wealth | 6.43% | Add +1.4% | 332,800 | $16.7M |
| Mariner, LLC | 0.02% | Add +23.7% | 329,446 | $16.5M |
| Obermeyer Wealth Partners | 0.74% | Add +6.2% | 325,074 | $16.3M |
| Integrated Wealth Concepts LLC | 0.19% | Reduce -12.2% | 321,590 | $16.1M |
| NewEdge Advisors, LLC | 0.06% | Add +4.9% | 321,010 | $16.0M |
| Rockefeller Capital Management L.P. | 0.03% | Add +23.3% | 314,039 | $15.7M |
| TD Capital Management LLC | 1.36% | Add +0.4% | 307,367 | $15.4M |
| IFP Advisors, Inc | 0.34% | Add +12.0% | 306,917 | $15.3M |
| Prism Advisors, Inc. | 4.07% | Add +10.4% | 305,394 | $15.3M |
| Clifford Swan Investment Counsel LLC | 0.50% | Reduce -7.2% | 303,153 | $15.2M |
| Fairvoy Private Wealth, LLC | 3.34% | Add +1.6% | 298,570 | $14.9M |
| Clear Creek Financial Management, LLC | 1.20% | Add +109.4% | 293,949 | $14.7M |
| Long Run Wealth Advisors, LLC | 2.63% | Add +3.2% | 279,354 | $14.0M |
| Atria Investments, Inc | 0.16% | Reduce -0.9% | 276,883 | $13.8M |
| Kestra Advisory Services, LLC | 0.06% | Add +10.1% | 271,343 | $13.6M |
| Secure Asset Management, LLC | 1.99% | Add +4.9% | 252,620 | $12.6M |
| Weitzel Financial Services, Inc. | 4.84% | Add +3.0% | 250,129 | $12.5M |
| Foundations Investment Advisors, LLC | 0.16% | Reduce -0.7% | 244,164 | $12.2M |
| Truist Financial Corp. | 0.02% | Reduce -2.0% | 241,809 | $12.1M |
| MRA Advisory Group | 4.89% | Add +4.0% | 232,834 | $11.6M |
| MML Investors Services, LLC | 0.03% | Add +3.4% | 226,402 | $11.3M |
| Petix & Botte Co | 2.56% | Reduce -13.3% | 226,042 | $11.3M |
| Adamsbrown Wealth Consultants LLC | 3.11% | Add +13.9% | 223,431 | $11.2M |
| PFS Partners, LLC | 5.04% | Add +1.8% | 219,832 | $11.0M |
| Carter Financial, LLC | 9.17% | — | 207,798 | $10.4M |
| Axxcess Wealth Management, LLC | 0.18% | Add +742.9% | 205,922 | $10.3M |
| Redhawk Wealth Advisors, Inc. | 1.15% | Add +1.4% | 204,734 | $10.2M |
| Geneos Wealth Management Inc. | 0.24% | Reduce -35.6% | 198,100 | $9.9M |
| Ameritas Investment Partners, Inc. | 0.30% | Add +5.8% | 197,785 | $9.9M |
| Grove Bank & Trust | 1.11% | Add +4.6% | 196,710 | $9.8M |
| Bellevue Asset Management, LLC | 3.09% | Reduce -0.7% | 191,267 | $9.6M |
| Carrera Capital Advisors | 1.59% | Add +2450.2% | 189,556 | $9.5M |
| Comerica Bank | 0.04% | Reduce -2.1% | 187,988 | $9.4M |
| Focus Partners Wealth | 0.01% | Reduce -0.1% | 179,348 | $9.0M |
| Ameritas Advisory Services, LLC | 0.34% | Add +133.2% | 179,328 | $9.0M |
| Wealth Enhancement Trust Services, Inc. | 1.10% | — | 174,797 | $8.7M |
| Darwin Wealth Management, LLC | 2.71% | Add +0.8% | 174,461 | $8.7M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -19.6% | 173,158 | $8.7M |
| RiverTree Advisors, LLC | 5.44% | Add +18.4% | 170,712 | $8.5M |
| Per Stirling Capital Management, LLC. | 0.95% | Add +7.2% | 168,475 | $8.4M |
| TCP Asset Management, LLC | 1.41% | Add +9.3% | 167,591 | $8.4M |
| Ashton Thomas Private Wealth, LLC | 0.20% | Add +10.1% | 166,379 | $8.3M |
| Friedenthal Financial | 4.26% | Add +118.8% | 165,186 | $8.3M |
| Mutual Advisors, LLC | 0.16% | Reduce -24.6% | 152,785 | $7.6M |
| Citigroup Inc. | 0.01% | Add +1.8% | 151,581 | $7.6M |
| Mainsail Financial Group, LLC | 3.02% | Add +5.5% | 145,095 | $7.3M |
| EdgeRock Capital LLC | 1.92% | Add +2.4% | 144,209 | $7.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -4.7% | 143,658 | $7.2M |
| Fairway Financial, LLC | 5.26% | Add +3.8% | 139,520 | $7.0M |
| IMA Advisory Services, Inc. | 0.67% | Add +6.3% | 139,042 | $7.0M |
| Wesbanco Bank Inc. | 0.19% | Add +28.7% | 139,011 | $6.9M |
| D.A. Davidson & Co. | 0.04% | Add +1.9% | 138,106 | $6.9M |
| Triumph Capital Management | 1.47% | Add +3.9% | 136,142 | $6.8M |
| Benjamin Edwards Inc. | 0.07% | Add +24.2% | 134,804 | $6.7M |
| Citadel Advisors | 0.00% | Reduce -36.8% | 133,802 | $6.7M |
| Centennial Wealth Advisory LLC | 1.74% | Add +4.0% | 131,790 | $6.6M |
"% 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.