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 |
| Genesis Private Wealth, LLC | 2.04% | Add +7.9% | 131,567 | $6.6M |
| Lunt Capital Management, Inc. | 2.41% | Reduce -2.7% | 128,456 | $6.4M |
| Snowden Capital Advisors LLC | 0.16% | Add +16.4% | 121,692 | $6.1M |
| Mgo One Seven LLC | 0.12% | Add +1972.0% | 121,359 | $6.1M |
| Silver Oak Securities, Incorporated | 0.40% | Reduce -1.5% | 118,816 | $5.9M |
| Summit Financial, LLC | 0.09% | Reduce -2.9% | 118,793 | $5.9M |
| Farther Finance Advisors, LLC | 0.06% | Add +2325.8% | 117,605 | $5.9M |
| Captrust Financial Advisors | 0.01% | Add +7.6% | 115,583 | $5.8M |
| Kirkwood Financial Services | 2.02% | Add +10.1% | 114,985 | $5.8M |
| Manhattan West Asset Management, LLC | 1.14% | Add +2.4% | 111,529 | $5.6M |
| Debussy Capital Management LP | 0.75% | Add +2.6% | 111,046 | $5.6M |
| CoreCap Advisors, LLC | 0.19% | Add +9.4% | 108,660 | $5.4M |
| Independent Advisor Alliance | 0.13% | Add +5.9% | 108,153 | $5.4M |
| Sovran Advisors, LLC | 0.44% | Add +152.4% | 104,023 | $5.2M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -4.3% | 103,102 | $5.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +145.1% | 102,307 | $5.1M |
| Wedbush Securities Inc. | 0.14% | Add +262.9% | 98,146 | $4.9M |
| Oppenheimer & Co. Inc. | 0.07% | Reduce -16.5% | 96,938 | $4.8M |
| JPMorgan Chase & Co. | 0.00% | Add +9.0% | 93,226 | $4.7M |
| Wilkerson Advisory Group LLC | 1.62% | — | 91,802 | $4.6M |
| Coppell Advisory Solutions LLC | 0.45% | Reduce -0.8% | 90,743 | $4.5M |
| James J. Burns & Company, LLC | 0.62% | Add +2.1% | 90,135 | $4.5M |
| Ferguson Shapiro LLC | 1.31% | New | 85,396 | $4.3M |
| Gateway Wealth Partners, LLC | 0.46% | Add +357.3% | 83,503 | $4.2M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Add +1.7% | 82,374 | $4.1M |
| Anfield Capital Management, LLC | 1.23% | Add +2.4% | 78,250 | $3.9M |
| Cornerstone Financial Management LLC | 3.58% | — | 76,355 | $3.8M |
| Braun-Bostich & Associates Inc. | 2.29% | Add +1.3% | 74,141 | $3.7M |
| Equitable Holdings, Inc. | 0.03% | Add +17.3% | 73,897 | $3.7M |
| Continuum Advisory, LLC | 0.37% | Reduce -1.3% | 73,324 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -68.5% | 72,006 | $3.6M |
| Claris Financial LLC | 1.85% | Add +449.4% | 69,419 | $3.5M |
| Entruity Wealth, LLC | 2.46% | Reduce -48.3% | 69,112 | $3.5M |
| Sigma Planning Corp | 0.09% | Add +23.8% | 68,044 | $3.4M |
| Arax Advisory Partners | 0.10% | New | 67,643 | $3.4M |
| FSB Premier Wealth Management, Inc. | 1.07% | Reduce -1.9% | 67,311 | $3.4M |
| Northeast Planning Associates, Inc. / NH / | 2.37% | Add +13.4% | 67,236 | $3.4M |
| Stonehaven Wealth & Tax Solutions, LLC | 3.02% | Add +0.9% | 67,169 | $3.4M |
| Center for Financial Planning, Inc. | 0.34% | Reduce -4.5% | 65,971 | $3.3M |
| Beacon Financial Advisory LLC | 0.75% | Add +15.2% | 64,975 | $3.2M |
| Dominguez Wealth Management Solutions, Inc. | 1.98% | Add +0.0% | 64,793 | $3.2M |
| TBH Global Asset Management, LLC | 0.53% | Add +13.1% | 63,094 | $3.2M |
| National Wealth Management Group, LLC | 1.08% | Add +264.1% | 62,315 | $3.1M |
| APS Management Group, Inc. | 2.39% | Add +3.9% | 55,951 | $2.8M |
| Destiny Wealth Partners, LLC | 0.32% | Reduce -6.4% | 55,512 | $2.8M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +1.0% | 55,289 | $2.8M |
| City Holding Co. | 0.34% | Add +1.1% | 54,788 | $2.7M |
| Condor Capital Management | 0.21% | Add +2.7% | 52,257 | $2.6M |
| Abbot Financial Management, Inc. | 1.08% | Add +32.0% | 52,043 | $2.6M |
| Old Mission Capital LLC | 0.10% | New | 51,136 | $2.6M |
| RFG Advisory, LLC | 0.05% | Add +64.5% | 50,845 | $2.5M |
| Main Street Financial Solutions, LLC | 0.19% | Add +5.1% | 50,290 | $2.5M |
| DAVENPORT & Co LLC | 0.01% | Reduce -6.3% | 49,640 | $2.5M |
| Marino, Stram & Associates LLC | 0.45% | Add +47.8% | 49,418 | $2.5M |
| Bigelow Investment Advisors, LLC | 0.96% | Reduce -2.7% | 49,370 | $2.5M |
| VestGen Advisors, LLC | 0.10% | Reduce -11.8% | 48,791 | $2.4M |
| Golden State Wealth Management, LLC | 0.26% | Add +2.6% | 48,533 | $2.4M |
| Traction Financial Partners, LLC | 1.42% | Add +14.5% | 47,828 | $2.4M |
| Endowment Wealth Management, Inc. | 1.09% | Reduce -32.7% | 47,421 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -10.2% | 47,371 | $2.4M |
| Pine Valley Investments Ltd Liability Co | 0.12% | Add +0.0% | 47,284 | $2.4M |
| Insight Inv LLC | 1.32% | Add +23.8% | 47,232 | $2.4M |
| Renaissance Technologies | 0.00% | Reduce -73.1% | 45,700 | $2.3M |
| NewEdge Wealth, LLC | 0.03% | Reduce -0.7% | 45,159 | $2.3M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -4.7% | 44,757 | $2.2M |
| IHT Wealth Management, LLC | 0.05% | Reduce -5.2% | 44,510 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | New | 43,802 | $2.2M |
| Plus Group Wealth Advisors LLC | 2.39% | — | 43,119 | $2.2M |
| Wagner Wealth Management, Corp | 2.08% | — | 42,153 | $2.1M |
| First National Bank of Omaha | 0.06% | New | 42,007 | $2.1M |
| Maia Wealth LLC | 0.34% | Reduce -12.4% | 39,452 | $2.0M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -12.7% | 39,647 | $2.0M |
| Ifrah Financial Services, Inc. | 0.50% | Add +3.0% | 38,665 | $1.9M |
| Patten Group, Inc. | 0.35% | Reduce -3.2% | 38,159 | $1.9M |
| Cottonwood Capital Advisors, LLC | 1.36% | Reduce -5.8% | 38,142 | $1.9M |
| Independent Financial Group, LLC | 0.04% | Reduce -20.2% | 37,728 | $1.9M |
| Midwest Financial Group LLC | 0.81% | Reduce -4.7% | 36,884 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -2.6% | 36,281 | $1.8M |
| Trustmark Bank Trust Department | 0.11% | Add +55.9% | 36,253 | $1.8M |
| Chris Bulman Inc | 0.80% | Add +22.9% | 36,149 | $1.8M |
| Maridea Wealth Management LLC | 0.26% | Add +21.6% | 34,543 | $1.7M |
| Arcadia Wealth Management, Inc. | 0.99% | Reduce -1.6% | 34,506 | $1.7M |
| Balefire, LLC | 0.33% | Add +20.6% | 34,130 | $1.7M |
| Carlson Financial, Inc. | 0.98% | — | 33,763 | $1.7M |
| Park Avenue Securities LLC | 0.01% | Reduce -21.3% | 33,342 | $1.7M |
| Wisconsin Wealth Advisors, LLC | 1.61% | Add +5.1% | 32,765 | $1.6M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -82.0% | 32,678 | $1.6M |
| Belpointe Asset Management LLC | 0.06% | Reduce -2.7% | 32,588 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.5% | 31,740 | $1.6M |
| Center For Asset Management LLC | 0.81% | New | 31,106 | $1.6M |
| Atwood & Palmer Inc. | 0.09% | Add +85.6% | 30,825 | $1.5M |
| KOM Wealth Management Group, LLC | 1.08% | Add +2.5% | 30,457 | $1.5M |
| Kovack Advisors, Inc. | 0.07% | New | 30,100 | $1.5M |
| StoneX Group Inc. | 0.07% | Reduce -6.6% | 29,976 | $1.5M |
| True Blue Financial, LLC | 1.23% | — | 29,784 | $1.5M |
| TrueWealth Financial Partners | 1.23% | New | 29,784 | $1.5M |
| IFC & Insurance Marketing, Inc. | 1.46% | — | 29,374 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +0.5% | 28,808 | $1.4M |
| AIFG Consultants Ltd. | 2.44% | Reduce -28.2% | 28,429 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +57.0% | 27,880 | $1.4M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -0.2% | 27,551 | $1.4M |
| Advisory Services Network, LLC | 0.02% | Reduce -5.6% | 26,863 | $1.3M |
| Elevation Capital Advisory, LLC | 0.54% | Reduce -21.4% | 26,213 | $1.3M |
| Perennial Investment Advisors, LLC | 0.10% | Add +2.2% | 26,177 | $1.3M |
| Raab & Moskowitz Asset Management LLC | 0.28% | Add +86.3% | 25,881 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -12.8% | 25,266 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -32.5% | 24,898 | $1.2M |
| Acorn Wealth Advisors, LLC | 0.37% | Add +41.0% | 24,865 | $1.2M |
| Prosperity Consulting Group, LLC | 0.06% | Reduce -9.6% | 24,678 | $1.2M |
| Team Financial Group, LLC | 0.56% | Add +13.3% | 24,501 | $1.2M |
| Global Assets Advisory, LLC | 0.35% | Reduce -4.5% | 24,338 | $1.2M |
| Barrett & Company, Inc. | 0.40% | Reduce -2.0% | 24,174 | $1.2M |
| TCFG Wealth Management, LLC | 0.46% | Add +0.5% | 23,517 | $1.2M |
| Keystone Wealth Services, LLC | 0.24% | Add +6.1% | 23,151 | $1.2M |
| Hilltop Holdings Inc. | 0.07% | Reduce -12.6% | 22,130 | $1.1M |
| ProCore Advisors, LLC | 1.12% | — | 21,909 | $1.1M |
| Sowell Financial Services LLC | 0.04% | Reduce -47.9% | 21,649 | $1.1M |
| Pacific Excel Wealth Advisors, Inc. | 2.04% | — | 21,638 | $1.1M |
| Ascentis Independent Advisors | 0.17% | Reduce -51.5% | 21,533 | $1.1M |
| Crusonia Wealth Advisors LLC | 0.24% | — | 21,358 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -56.2% | 20,760 | $1.0M |
| Private Trust Co. NA | 0.09% | Add +11.3% | 20,658 | $1.0M |
| Helium Advisors LLC | 1.05% | Reduce -5.9% | 20,651 | $1.0M |
| Avestar Capital, LLC | 0.07% | Add +15.4% | 20,626 | $1.0M |
| SMART Wealth LLC | 0.31% | Add +23.1% | 20,024 | $1.0M |
| BostonPremier Wealth LLC | 0.51% | Reduce -82.7% | 20,001 | $1000K |
| Clear Point Advisors Inc. | 0.75% | New | 19,347 | $967K |
| CreativeOne Wealth, LLC | 0.02% | Add +9.2% | 19,299 | $965K |
| Cypress Capital Group | 0.11% | Reduce -49.1% | 19,005 | $950K |
| Iams Wealth Management, LLC | 0.33% | Reduce -50.8% | 18,231 | $911K |
| Calton & Associates, Inc. | 0.13% | Add +12.2% | 17,889 | $894K |
| Morey & Quinn Wealth Partners, LLC | 0.64% | Add +0.1% | 17,852 | $892K |
| Waldron Private Wealth LLC | 0.03% | New | 17,486 | $874K |
| Bank of New York Mellon Corp | 0.00% | Reduce -59.3% | 17,396 | $870K |
| MAI Capital Management | 0.01% | Add +55.7% | 17,294 | $865K |
| Embree Financial Group | 0.11% | New | 17,215 | $861K |
| Wealth Watch Advisors, INC | 0.32% | Add +4.2% | 17,159 | $858K |
| Eagle Harbor Asset Management Inc. | 0.70% | Add +0.1% | 17,012 | $850K |
| Towerpoint Wealth, LLC | 0.33% | Reduce -5.3% | 16,828 | $841K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -4.3% | 16,729 | $836K |
| StrongBox Wealth, LLC | 0.27% | Add +1.2% | 16,675 | $834K |
| Faithward Advisors, LLC | 0.12% | Reduce -6.3% | 16,648 | $832K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.19% | Reduce -18.0% | 16,501 | $825K |
| Cornell Pochily Investment Advisors, Inc. | 0.24% | Reduce -33.1% | 16,375 | $819K |
| Global Retirement Partners, LLC | 0.01% | Add +2.8% | 16,347 | $817K |
| World Investment Advisors | 0.01% | Add +87.1% | 16,310 | $815K |
| Arkadios Wealth Advisors | 0.02% | Reduce -6.7% | 16,166 | $808K |
| Park Square Financial Group, LLC | 4.79% | Reduce -25.6% | 16,576 | $807K |
| Ascent Group, LLC | 0.03% | Add +47.3% | 16,120 | $806K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -8.0% | 15,433 | $771K |
| Hamilton Wealth, LLC | 0.14% | Reduce -12.7% | 14,985 | $749K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -3.6% | 14,962 | $748K |
| Avaii Wealth Management, LLC | 0.27% | Add +6.6% | 14,879 | $744K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +3.3% | 14,842 | $742K |
| Simplicity Wealth,LLC | 0.04% | Add +23.3% | 14,691 | $734K |
| Argent Advisors, Inc. | 0.20% | New | 14,545 | $727K |
| Concentrum Wealth Management | 0.20% | No change | 14,544 | $727K |
| Flaharty Asset Management, LLC | 0.09% | No change | 14,530 | $726K |
| LaSalle St. Investment Advisors, LLC | 0.12% | Reduce -0.2% | 14,305 | $715K |
| Columbia Advisory Partners LLC | 0.49% | Reduce -22.1% | 14,301 | $715K |
| Rubicon Advisors, GP | 0.68% | — | 14,294 | $715K |
| Legacy Edge Advisors, LLC | 0.08% | Reduce -0.3% | 13,971 | $698K |
| TFB Advisors LLC | 0.19% | Add +0.5% | 13,505 | $675K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -24.4% | 13,265 | $663K |
| HBW Advisory Services LLC | 0.07% | Add +228.0% | 13,207 | $660K |
| International Assets Investment Management, LLC | 0.05% | Reduce -9.4% | 13,174 | $659K |
| O'Connor Financial Group LLC | 0.26% | Add +4.7% | 13,104 | $656K |
| HighPoint Advisor Group LLC | 0.01% | New | 12,999 | $650K |
| 626 Financial, LLC | 0.28% | Reduce -6.4% | 12,824 | $641K |
| Smithbridge Asset Management Inc. | 0.05% | Add +0.9% | 12,697 | $635K |
| Valley Financial Group, Inc. | 0.34% | Reduce -8.8% | 12,157 | $608K |
| Hidden Cove Wealth Management, LLC | 0.39% | Reduce -24.6% | 12,141 | $607K |
| Pinnacle Family Advisors, LLC | 0.26% | Add +5.9% | 12,028 | $601K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -0.4% | 11,949 | $597K |
| Ballew Advisors, Inc | 0.33% | Reduce -26.6% | 11,766 | $591K |
| Principal Securities, Inc. | 0.01% | Reduce -21.7% | 11,806 | $590K |
| Lanark Financial, Inc. | 0.04% | Reduce -0.4% | 11,663 | $583K |
| Summit Wealth Partners, LLC | 0.11% | Reduce -0.1% | 11,416 | $571K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -26.6% | 11,093 | $555K |
| Smart Portfolios, LLC | 0.55% | New | 11,068 | $553K |
| WCG Wealth Advisors LLC | 0.02% | New | 11,006 | $550K |
| Summit Wealth Group LLC / Co. | 0.07% | Add +1850.1% | 10,784 | $539K |
| Narwhal Capital Management | 0.04% | Reduce -20.8% | 10,658 | $533K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +214.5% | 10,578 | $529K |
| Capital CS Group, LLC | 0.81% | Reduce -1.6% | 10,223 | $511K |
| Western Wealth Management, LLC | 0.02% | Add +133.2% | 10,193 | $510K |
| Ssi Investment Management LLC | 0.19% | No change | 10,090 | $504K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -3.1% | 9,991 | $499K |
| GeoWealth Management, LLC | 0.02% | Reduce -43.7% | 9,982 | $499K |
| Quantinno Capital Management LP | 0.00% | Add +10.4% | 9,913 | $496K |
| Arbor Capital Management Inc. | 0.41% | Add +0.9% | 9,867 | $493K |
| Goldstone Financial Group, LLC | 0.05% | Add +17.1% | 9,625 | $481K |
| BAM Wealth Management, LLC | 0.35% | New | 9,600 | $480K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -9.1% | 9,396 | $470K |
| Wealth Effects LLC | 0.15% | No change | 9,394 | $470K |
| Creative Planning | 0.00% | Reduce -5.2% | 9,347 | $467K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -86.8% | 9,336 | $467K |
| PFG Advisors | 0.02% | Reduce -21.9% | 9,313 | $466K |
| Claro Advisors Inc. | 0.06% | Add +21.4% | 9,078 | $454K |
| IFG Advisory, LLC | 0.02% | Reduce -29.3% | 8,917 | $446K |
| Savvy Advisors, Inc. | 0.01% | Add +25.6% | 8,566 | $428K |
| Family Legacy, Inc. | 0.13% | No change | 8,513 | $426K |
| Integrated Advisors Network LLC | 0.02% | Reduce -87.5% | 8,482 | $424K |
| Winebrenner Capital Management LLC | 0.28% | Reduce -2.6% | 8,443 | $422K |
| Wealthspire Advisors, LLC | 0.00% | No change | 8,308 | $415K |
| Allworth Financial LP | 0.00% | Reduce -4.3% | 8,181 | $409K |
| Laraway Financial Advisors Inc | 0.26% | Reduce -6.8% | 8,101 | $405K |
| Sargent Investment Group, LLC | 0.05% | New | 8,035 | $402K |
| OakTrust Wealth Advisors, LLC | 0.36% | — | 7,803 | $390K |
| Triad Wealth Partners, LLC | 0.04% | New | 7,703 | $385K |
| 1776 Wealth LLC | 0.14% | No change | 7,675 | $384K |
| NBT Bank, N.A. | 0.02% | No change | 50 | $362K |
| Platform Technology Partners | 0.08% | Reduce -7.7% | 7,226 | $361K |
| BlueChip Wealth Advisors LLC | 0.15% | Reduce -16.0% | 7,189 | $359K |
| Focus Financial Network, Inc. | 0.01% | Reduce -7.5% | 6,833 | $342K |
| West Michigan Advisors, LLC | 0.08% | Reduce -3.4% | 6,733 | $337K |
| Wealth Management Associates, Inc. | 0.12% | Add +0.1% | 6,695 | $335K |
| Centaurus Financial, Inc. | 0.02% | Add +39.7% | 6,608 | $330K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 6,583 | $329K |
| J.M. Arbour, LLC | 0.33% | — | 6,577 | $329K |
| Integrity Wealth Advisors, Inc. | 0.23% | Reduce -78.4% | 6,475 | $325K |
| Milestones Private Investment Advisors LLC | 0.22% | Reduce -6.5% | 6,461 | $323K |
| Entelevest, LLC | 0.33% | — | 6,425 | $321K |
| Private Client Services, LLC | 0.10% | Add +0.2% | 6,378 | $319K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +1.0% | 6,272 | $314K |
| Certified Advisory Corp | 0.03% | Add +14.0% | 6,252 | $313K |
| Parallel Advisors, LLC | 0.01% | Add +42.6% | 6,219 | $311K |
| Level Four Advisory Services, LLC | 0.01% | Add +31.8% | 6,138 | $307K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -7.2% | 6,022 | $301K |
| Archer Investment Corp | 0.07% | Reduce -0.6% | 6,008 | $300K |
| Lake Street Private Wealth, LLC | 0.04% | Add +7.6% | 5,945 | $297K |
| Luminist Capital LLC | 0.37% | No change | 5,936 | $297K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +37.7% | 5,864 | $293K |
| TrueWealth Advisors, LLC | 0.07% | Add +3.7% | 5,797 | $290K |
| MPWM Advisory Solutions, LLC | 0.16% | No change | 5,751 | $287K |
| Burke & Herbert Bank & Trust Co. | 0.08% | New | 5,748 | $287K |
| Spire Wealth Management | 0.01% | Add +17.1% | 5,739 | $287K |
| Merkkuri Wealth Advisors LLC | 0.19% | Reduce -2.8% | 5,719 | $286K |
| Rossby Financial, LCC | 0.09% | Add +0.9% | 5,585 | $279K |
| Ancora Advisors LLC | 0.01% | No change | 5,285 | $264K |
| Retirement Guys Formula LLC | 0.12% | Add +0.2% | 5,248 | $262K |
| Balboa Wealth Partners | 0.04% | New | 5,141 | $257K |
| Vise Technologies, Inc. | 0.01% | New | 5,090 | $254K |
| Essex LLC | 0.04% | No change | 5,081 | $254K |
| Sound Income Strategies, LLC | 0.01% | Add +0.0% | 5,033 | $253K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -14.3% | 5,028 | $251K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,987 | $249K |
| Tidemark, LLC | 0.07% | Reduce -0.8% | 4,944 | $247K |
| Waterloo Capital, L.P. | 0.02% | Reduce -0.0% | 4,899 | $245K |
| Ameriprise Financial Inc. | 0.00% | Reduce -53.2% | 4,801 | $243K |
| RMR Wealth Builders | 0.02% | No change | 4,832 | $242K |
| Titleist Asset Management, LLC | 0.02% | Add +3.6% | 4,735 | $237K |
| Trueblood Wealth Management, LLC | 0.09% | Reduce -9.3% | 4,721 | $236K |
| Proactive Wealth Strategies LLC | 0.09% | Add +1.0% | 4,690 | $234K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -6.5% | 4,686 | $234K |
| Genesee Capital Advisors, LLC | 0.09% | Add +0.9% | 4,683 | $234K |
| Holos Integrated Wealth LLC | 0.13% | No change | 4,485 | $224K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Add +1.7% | 4,464 | $223K |
| Mosley Wealth Management | 0.10% | — | 4,443 | $222K |
| Van Diest Capital, LLC | 0.33% | — | 4,432 | $222K |
| GPS Wealth Strategies Group, LLC | 0.18% | Reduce -77.7% | 4,334 | $217K |
| Zacks Investment Management | 0.00% | New | 4,298 | $215K |
| Tempo Wealth, LLC | 0.04% | — | 4,278 | $214K |
| Evolve Private Wealth, LLC | 0.01% | — | 4,260 | $213K |
| Hilton Head Capital Partners, LLC | 0.12% | — | 4,255 | $213K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -5.0% | 4,252 | $213K |
| Moneywise, Inc. | 0.09% | Reduce -2.6% | 4,236 | $212K |
| US Bancorp \de | 0.00% | Reduce -19.1% | 4,232 | $212K |
| Asset Allocation Strategies LLC | 0.04% | New | 4,216 | $211K |
| Strategic Blueprint, LLC | 0.01% | Add +0.1% | 4,179 | $209K |
| Kaydan Wealth Management, Inc. | 0.06% | No change | 4,127 | $206K |
| Betterment LLC | 0.00% | New | 4,103 | $205K |
| Maripau Wealth Management LLC | 0.09% | Reduce -13.5% | 4,088 | $204K |
| Commonwealth Financial Services, LLC | 0.03% | New | 4,049 | $202K |
| Pinnacle Bancorp, Inc. | 0.05% | Add +13.6% | 3,750 | $187K |
| Smartleaf Asset Management LLC | 0.01% | Add +1990.5% | 3,721 | $186K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 3,551 | $178K |
| Barnes Dennig Private Wealth Management LLC | 0.17% | No change | 3,431 | $172K |
| Blair William & Co. | 0.00% | Add +416.1% | 3,391 | $170K |
| Tucker Asset Management LLC | 0.05% | Add +2.0% | 3,375 | $169K |
| First Horizon Corp. | 0.01% | No change | 2,872 | $144K |
| Larson Financial Group LLC | 0.00% | Reduce -17.2% | 2,843 | $142K |
| Financial Network Wealth Advisors LLC | 0.14% | Add +368.2% | 2,706 | $135K |
| Creative Financial Designs Inc. | 0.01% | Reduce -36.8% | 2,668 | $133K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 2,475 | $124K |
| MTM Investment Management, LLC | 0.03% | No change | 2,173 | $109K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,645 | $82K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 1,521 | $76K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1,377 | $69K |
| Raleigh Capital Management Inc. | 0.02% | Reduce -35.2% | 1,220 | $61K |
| Motiv8 Investments LLC | 0.03% | New | 1,123 | $56K |
| Wagner Wealth Management, LLC | 0.01% | Add +1.0% | 1,013 | $51K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +38.5% | 900 | $44K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -5.9% | 825 | $41K |
| Bank of Montreal | 0.00% | Add +169.0% | 737 | $37K |
| Smithfield Trust Co | 0.00% | No change | 725 | $36K |
| CX Institutional | 0.00% | Add +0.7% | 574 | $29K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 525 | $26K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 450 | $22K |
| Y.D. More Investments Ltd | 0.00% | Reduce -56.0% | 450 | $22K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -23.4% | 442 | $22K |
| True Wealth Design, LLC | 0.01% | No change | 400 | $20K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +22.2% | 347 | $17K |
| Rothschild Investment LLC | 0.00% | No change | 335 | $17K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -87.5% | 334 | $17K |
| Cheviot Value Management, LLC | 0.00% | No change | 255 | $13K |
| First Command Advisory Services, Inc. | 0.00% | New | 244 | $12K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -10.6% | 236 | $12K |
| McGuire Capital Advisors Inc. | 0.01% | — | 203 | $10K |
| Go Invest LLC | 0.00% | — | 173 | $9K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -42.1% | 158 | $8K |
| Key Capital Management, INC | 0.01% | — | 158 | $8K |
| Camelot Portfolios, LLC | 0.00% | New | 154 | $8K |
| Hantz Financial Services, Inc. | 0.00% | New | 135 | $7K |
| Avion Wealth | 0.00% | No change | 122 | $6K |
| Capital Analysts, LLC | 0.00% | No change | 125 | $6K |
| Curio Wealth, LLC | 0.00% | No change | 100 | $5K |
| Kingdom Financial Group LLC. | 0.00% | New | 86 | $4K |
| American National Bank & Trust | 0.00% | Reduce -73.1% | 75 | $4K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 71 | $4K |
| McIlrath & Eck, LLC | 0.00% | Add +3.3% | 62 | $3K |
| IMG Wealth Management, Inc. | 0.00% | No change | 56 | $3K |
| Trust Co | 0.00% | New | 46 | $2K |
| Caitlin John, LLC | 0.00% | No change | 41 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 36 | $2K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -2.7% | 36 | $2K |
| Elevated Capital Advisors, LLC | 0.00% | New | 14 | $700 |
| BNP Paribas Financial Markets | 0.00% | Reduce -83.3% | 13 | $650 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 8 | $400 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -11.1% | 8 | $400 |
| SBI Securities Co., Ltd. | 0.00% | Add +100.0% | 2 | $100 |
| Realta Investment Advisors | 0.00% | No change | 1 | $74 |
"% 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.