First Trust Low Duration OppLMBSETF
13F holders, Q1 2026 (March 31)446holders +14
43new positions
31sold out
$49.81avg. 13F price*
At the end of Q1 2026, 446 institutions reported holding First Trust Low Duration Opp (LMBS) in their 13F filings, up 14 from Q4 2025. 43 opened new positions and 31 sold out. The largest holders were Morgan Stanley ($764.7M), LPL Financial LLC ($614.5M) and Wells Fargo & Company ($288.0M).
- Company
- First Trust Low Duration Opp
- CUSIP
- 33739Q200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $51.0M |
| Exits | 31 | $37.4M |
All 13F filers, Q4 2025 → Q1 2026: 10,113,864 shares bought and 3,422,300 shares sold, net +6,691,564 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 446 holders
| Morgan Stanley | 0.05% | Add +8.5% | 15,352,826 | $764.7M |
| LPL Financial LLC | 0.16% | Add +7.2% | 12,336,806 | $614.5M |
| Wells Fargo & Company | 0.06% | Add +4.7% | 5,782,914 | $288.0M |
| UBS Group AG | 0.04% | Add +2.7% | 4,736,195 | $235.9M |
| Raymond James Financial Inc. | 0.06% | Add +1.0% | 4,106,569 | $204.5M |
| Royal Bank of Canada | 0.03% | Add +13.0% | 3,242,866 | $161.5M |
| Cetera Investment Advisers | 0.14% | Add +7.2% | 2,551,727 | $127.1M |
| Bank of America Corp. | 0.01% | Add +11.9% | 2,001,550 | $99.7M |
| HighTower Advisors, LLC | 0.10% | Add +28.6% | 1,870,625 | $93.2M |
| First Trust Advisors LP | 0.05% | Add +15.1% | 1,520,880 | $75.8M |
| Commonwealth Equity Services, LLC | 0.10% | Add +24.1% | 1,459,799 | $72.7M |
| Concurrent Investment Advisors, LLC | 0.78% | Add +18.0% | 1,424,840 | $71.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +16.8% | 1,222,253 | $60.9M |
| Berger Financial Group, Inc | 3.15% | Add +6.9% | 1,127,689 | $56.2M |
| Clearwater Capital Advisors, LLC | 3.65% | Add +6.6% | 909,130 | $45.3M |
| Harvest Investment Services, LLC | 8.16% | Add +21.0% | 895,651 | $44.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.7% | 882,346 | $43.9M |
| Csenge Advisory Group | 1.90% | Add +1.5% | 833,477 | $41.5M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +33.4% | 740,868 | $36.9M |
| Harbour Investments, Inc. | 0.56% | Add +38.1% | 730,620 | $36.4M |
| Stifel Financial Corp. | 0.03% | Reduce -3.8% | 706,891 | $35.2M |
| Osaic Holdings, Inc. | 0.05% | Add +2.9% | 692,483 | $34.5M |
| Assetmark, Inc. | 0.07% | Add +7.7% | 657,287 | $32.7M |
| Jones Financial Companies LLLP | 0.02% | Add +68.2% | 643,464 | $31.9M |
| Aaron Wealth Advisors LLC | 1.76% | Add +33.1% | 610,228 | $30.4M |
| Private Advisor Group, LLC | 0.14% | Add +7.2% | 584,447 | $29.1M |
| Trilogy Capital Inc. | 1.24% | Add +13.7% | 558,041 | $27.8M |
| Prospera Financial Services Inc | 0.43% | Add +23.5% | 536,683 | $26.7M |
| Heck Capital Advisors, LLC | 1.95% | Reduce -0.5% | 528,378 | $26.3M |
| Baird Financial Group, Inc. | 0.04% | Reduce -7.1% | 514,944 | $25.6M |
| Cwm, LLC | 0.06% | Add +23.9% | 483,115 | $24.1M |
| Brookstone Capital Management | 0.26% | Reduce -0.0% | 452,617 | $22.5M |
| Integrated Wealth Concepts LLC | 0.18% | Add +39.0% | 447,057 | $22.3M |
| Searcy Financial Services Inc. | 8.07% | Add +3.5% | 437,090 | $21.8M |
| Cerity Partners LLC | 0.03% | Add +0.1% | 435,659 | $21.7M |
| Walkner Condon Financial Advisors LLC | 2.85% | Add +3.3% | 434,819 | $21.7M |
| Vestmark Advisory Solutions, Inc. | 0.23% | Reduce -25.7% | 416,967 | $20.8M |
| Kestra Private Wealth Services, LLC | 0.25% | Add +7.8% | 405,775 | $20.2M |
| &partners | 0.10% | Reduce -1.4% | 397,684 | $19.8M |
| Inspirion Wealth Advisors, LLC | 2.46% | Reduce -3.1% | 395,648 | $19.7M |
| NewEdge Advisors, LLC | 0.07% | Add +21.4% | 389,763 | $19.4M |
| W1M Asset Management Ltd | 0.21% | Add +4.6% | 379,432 | $18.9M |
| Independent Advisor Alliance | 0.20% | Add +246.5% | 374,703 | $18.7M |
| Carrera Capital Advisors | 2.72% | Add +86.8% | 354,019 | $17.6M |
| American Financial Advisors, LLC | 2.28% | Reduce -0.3% | 343,764 | $17.1M |
| TL Private Wealth | 6.65% | Add +1.3% | 337,106 | $16.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +1.4% | 318,440 | $15.9M |
| Clear Creek Financial Management, LLC | 1.21% | Add +7.6% | 316,302 | $15.8M |
| Fairvoy Private Wealth, LLC | 3.75% | Add +5.6% | 315,355 | $15.7M |
| TD Capital Management LLC | 1.41% | Add +2.5% | 314,942 | $15.7M |
| Prism Advisors, Inc. | 4.14% | Add +2.0% | 311,459 | $15.5M |
| Obermeyer Wealth Partners | 0.70% | Reduce -6.3% | 304,752 | $15.2M |
| IFP Advisors, Inc | 0.30% | Reduce -3.8% | 295,168 | $14.7M |
| Commonwealth Financial Services, LLC | 2.32% | Add +7161.8% | 294,031 | $14.6M |
| Clifford Swan Investment Counsel LLC | 0.49% | Reduce -3.7% | 291,821 | $14.5M |
| Secure Asset Management, LLC | 2.19% | Add +10.1% | 278,055 | $13.8M |
| Weitzel Financial Services, Inc. | 4.91% | Add +5.5% | 263,945 | $13.0M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -4.0% | 260,475 | $13.0M |
| Truist Financial Corp. | 0.02% | Add +7.0% | 258,680 | $12.9M |
| Mercer Global Advisors Inc. | 0.02% | Add +5028.8% | 255,771 | $12.7M |
| Adamsbrown Wealth Consultants LLC | 3.32% | Add +13.0% | 252,406 | $12.6M |
| Centennial Wealth Advisory LLC | 3.03% | Add +90.4% | 250,985 | $12.5M |
| Carter Financial, LLC | 10.35% | Add +14.9% | 238,837 | $11.9M |
| Foundations Investment Advisors, LLC | 0.15% | Reduce -2.3% | 238,633 | $11.9M |
| Per Stirling Capital Management, LLC. | 1.29% | Add +39.4% | 234,889 | $11.7M |
| Geneos Wealth Management Inc. | 0.27% | Add +18.2% | 234,206 | $11.7M |
| Redhawk Wealth Advisors, Inc. | 1.25% | Add +11.3% | 227,836 | $11.3M |
| PFS Partners, LLC | 5.13% | Add +2.3% | 224,890 | $11.2M |
| MML Investors Services, LLC | 0.03% | Reduce -4.0% | 217,225 | $10.8M |
| Grove Bank & Trust | 1.17% | Add +6.0% | 208,437 | $10.4M |
| Wesbanco Bank Inc. | 0.29% | Add +48.8% | 206,776 | $10.3M |
| Ameritas Investment Partners, Inc. | 0.31% | Add +3.0% | 203,666 | $10.1M |
| Fifth Third Bancorp | 0.02% | New | 196,111 | $9.8M |
| Bellevue Asset Management, LLC | 4.83% | Add +1.3% | 193,738 | $9.7M |
| Wealth Enhancement Trust Services, Inc. | 1.15% | Add +8.8% | 190,090 | $9.5M |
| Citigroup Inc. | 0.01% | Add +24.7% | 189,086 | $9.4M |
| Elevation Point Wealth Partners, LLC | 0.22% | Reduce -44.4% | 187,009 | $9.3M |
| Darwin Wealth Management, LLC | 2.89% | Add +6.7% | 186,130 | $9.3M |
| Farther Finance Advisors, LLC | 0.09% | Add +57.2% | 184,855 | $9.2M |
| LexAurum Advisors, LLC | 1.19% | — | 184,095 | $9.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +5.1% | 182,012 | $9.1M |
| Ashton Thomas Private Wealth, LLC | 0.21% | Add +7.5% | 178,790 | $8.9M |
| D.A. Davidson & Co. | 0.05% | Add +28.7% | 177,725 | $8.9M |
| TCP Asset Management, LLC | 1.10% | Add +2.9% | 172,500 | $8.6M |
| Mutual Advisors, LLC | 0.18% | Add +10.8% | 169,216 | $8.4M |
| Stephens Inc. | 0.10% | Reduce -54.6% | 162,743 | $8.1M |
| Mainsail Financial Group, LLC | 3.20% | Add +6.3% | 154,233 | $7.7M |
| Gateway Wealth Partners, LLC | 0.30% | Add +83.2% | 152,991 | $7.6M |
| MRA Advisory Group | 2.96% | Reduce -37.4% | 145,652 | $7.3M |
| EdgeRock Capital LLC | 1.94% | Reduce -0.0% | 144,182 | $7.2M |
| IMA Advisory Services, Inc. | 0.69% | Add +2.3% | 142,243 | $7.1M |
| Fairway Financial, LLC | 5.38% | Add +1.9% | 142,132 | $7.1M |
| Oppenheimer & Co. Inc. | 0.09% | Add +46.5% | 142,060 | $7.1M |
| Mgo One Seven LLC | 0.14% | Add +15.9% | 140,622 | $7.0M |
| Triumph Capital Management | 1.44% | Add +3.0% | 140,247 | $7.0M |
| RiverTree Advisors, LLC | 4.41% | Reduce -18.0% | 139,931 | $7.0M |
| Lunt Capital Management, Inc. | 2.67% | Add +8.6% | 139,471 | $6.9M |
| Susquehanna International Group, LLP | 0.01% | Add +216.7% | 138,702 | $6.9M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -4.2% | 137,701 | $6.9M |
| Snowden Capital Advisors LLC | 0.18% | Add +8.5% | 131,988 | $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.