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 |
| Focus Partners Wealth | 0.01% | Reduce -26.5% | 131,752 | $6.6M |
| Genesis Private Wealth, LLC | 2.06% | Reduce -0.3% | 131,140 | $6.5M |
| Avior Wealth Management, LLC | 0.18% | New | 124,666 | $6.2M |
| Sovran Advisors, LLC | 0.48% | Add +17.8% | 122,572 | $6.1M |
| Debussy Capital Management LP | 0.83% | Add +8.3% | 120,305 | $6.0M |
| RFG Advisory, LLC | 0.11% | Add +136.5% | 120,237 | $6.0M |
| Summit Financial, LLC | 0.08% | Add +0.2% | 119,024 | $5.9M |
| Equitable Holdings, Inc. | 0.04% | Add +58.0% | 116,735 | $5.8M |
| Kirkwood Financial Services | 2.05% | Add +0.8% | 115,856 | $5.8M |
| Heartland Bank & Trust Co | 1.28% | New | 113,616 | $5.7M |
| Petix & Botte Co | 2.38% | Reduce -52.8% | 106,754 | $5.3M |
| Ameritas Advisory Services, LLC | 0.20% | Reduce -41.9% | 104,158 | $5.2M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -0.9% | 102,125 | $5.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.7% | 100,590 | $5.0M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Add +949.4% | 97,976 | $4.9M |
| Mariner, LLC | 0.01% | Reduce -70.4% | 97,516 | $4.9M |
| Wedbush Securities Inc. | 0.14% | Reduce -2.8% | 95,372 | $4.8M |
| Wilkerson Advisory Group LLC | 1.63% | Add +3.5% | 95,029 | $4.7M |
| James J. Burns & Company, LLC | 0.63% | Add +4.0% | 93,770 | $4.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.2% | 93,060 | $4.6M |
| Ferguson Shapiro LLC | 1.37% | Add +6.1% | 90,590 | $4.5M |
| EverSource Wealth Advisors, LLC | 0.13% | New | 88,281 | $4.4M |
| Jane Street Group, LLC | 0.00% | Reduce -87.0% | 86,963 | $4.3M |
| Anfield Capital Management, LLC | 1.17% | Add +8.7% | 85,015 | $4.2M |
| Friedenthal Financial | 2.11% | Reduce -49.0% | 84,162 | $4.2M |
| Cornerstone Financial Management LLC | 3.71% | Add +6.5% | 81,307 | $4.0M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Reduce -1.8% | 80,919 | $4.0M |
| Braun-Bostich & Associates Inc. | 2.40% | Add +3.7% | 76,862 | $3.8M |
| Claris Financial LLC | 2.03% | Add +7.4% | 74,544 | $3.7M |
| Manhattan West Asset Management, LLC | 0.72% | Reduce -34.0% | 73,615 | $3.7M |
| Continuum Advisory, LLC | 0.35% | Reduce -0.3% | 73,108 | $3.6M |
| Western Wealth Management, LLC | 0.14% | Add +612.5% | 72,629 | $3.6M |
| Sigma Planning Corp | 0.10% | Add +5.0% | 71,458 | $3.6M |
| Northeast Planning Associates, Inc. / NH / | 2.30% | Add +2.1% | 68,646 | $3.4M |
| Stonehaven Wealth & Tax Solutions, LLC | 3.01% | Add +1.6% | 68,256 | $3.4M |
| FSB Premier Wealth Management, Inc. | 1.06% | Add +1.0% | 68,011 | $3.4M |
| Entruity Wealth, LLC | 2.29% | Reduce -1.8% | 67,864 | $3.4M |
| Center for Financial Planning, Inc. | 0.35% | Add +0.8% | 66,511 | $3.3M |
| Dominguez Wealth Management Solutions, Inc. | 1.99% | Add +1.6% | 65,855 | $3.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 65,706 | $3.3M |
| Arax Advisory Partners | 0.09% | Reduce -4.8% | 64,360 | $3.2M |
| Premier Private Wealth Management LLC | 3.34% | New | 63,570 | $3.2M |
| Hidden Cove Wealth Management, LLC | 2.03% | Add +422.5% | 63,435 | $3.2M |
| CoreCap Advisors, LLC | 0.11% | Reduce -41.9% | 63,103 | $3.1M |
| Condor Capital Management | 0.26% | Add +20.0% | 62,696 | $3.1M |
| National Wealth Management Group, LLC | 1.16% | Add +0.4% | 62,542 | $3.1M |
| Benjamin Edwards Inc. | 0.03% | Reduce -55.0% | 60,732 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +9.3% | 60,430 | $3.0M |
| Endowment Wealth Management, Inc. | 1.28% | Add +22.8% | 58,227 | $2.9M |
| Main Street Financial Solutions, LLC | 0.21% | Add +13.9% | 57,259 | $2.9M |
| Silver Oak Securities, Incorporated | 0.21% | Reduce -51.9% | 57,167 | $2.8M |
| APS Management Group, Inc. | 2.38% | Reduce -0.0% | 55,945 | $2.8M |
| City Holding Co. | 0.35% | Add +1.2% | 55,435 | $2.8M |
| TBH Global Asset Management, LLC | 0.55% | Reduce -13.8% | 54,376 | $2.7M |
| Abbot Financial Management, Inc. | 1.14% | Add +3.8% | 54,031 | $2.7M |
| Golden State Wealth Management, LLC | 0.29% | Add +10.3% | 53,546 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -26.0% | 53,289 | $2.7M |
| Pine Valley Investments Ltd Liability Co | 0.13% | Add +12.7% | 53,279 | $2.7M |
| Destiny Wealth Partners, LLC | 0.29% | Reduce -4.2% | 53,191 | $2.6M |
| Stenger Family Office, LLC | 0.47% | New | 53,103 | $2.6M |
| Atria Investments, Inc | 0.03% | Reduce -80.8% | 53,036 | $2.6M |
| Insight Inv LLC | 1.42% | Add +10.4% | 52,133 | $2.6M |
| Independent Financial Group, LLC | 0.06% | Add +37.5% | 51,895 | $2.6M |
| Marino, Stram & Associates LLC | 0.46% | Add +4.2% | 51,512 | $2.6M |
| Captrust Financial Advisors | 0.00% | Reduce -56.7% | 50,091 | $2.5M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.2% | 49,563 | $2.5M |
| Park Avenue Securities LLC | 0.02% | Add +46.9% | 48,982 | $2.4M |
| Capital Investment Advisory Services, LLC | 0.18% | Add +357.6% | 48,405 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.7% | 47,689 | $2.4M |
| Independent Wealth Network Inc. | 0.68% | New | 45,879 | $2.3M |
| Maridea Wealth Management LLC | 0.33% | Add +32.6% | 45,819 | $2.3M |
| IHT Wealth Management, LLC | 0.05% | Add +2.9% | 45,787 | $2.3M |
| VestGen Advisors, LLC | 0.06% | Reduce -6.5% | 45,632 | $2.3M |
| Bigelow Investment Advisors, LLC | 0.91% | Reduce -7.6% | 45,609 | $2.3M |
| KOM Wealth Management Group, LLC | 1.55% | Add +49.4% | 45,500 | $2.3M |
| Trustmark Bank Trust Department | 0.15% | Add +25.4% | 45,458 | $2.3M |
| Traction Financial Partners, LLC | 1.35% | Reduce -8.2% | 43,927 | $2.2M |
| Plus Group Wealth Advisors LLC | 2.40% | Add +1.5% | 43,778 | $2.2M |
| Endeavor Private Wealth, Inc. | 0.62% | New | 43,438 | $2.2M |
| Perigon Wealth Management, LLC | 0.04% | Add +6.3% | 42,149 | $2.1M |
| First National Bank of Omaha | 0.06% | Reduce -4.2% | 40,247 | $2.0M |
| Patten Group, Inc. | 0.34% | Add +3.0% | 39,293 | $2.0M |
| Kovack Advisors, Inc. | 0.11% | Add +30.4% | 39,251 | $2.0M |
| NewEdge Wealth, LLC | 0.02% | Reduce -14.0% | 38,847 | $1.9M |
| Ascentis Independent Advisors | 0.15% | Add +80.0% | 38,759 | $1.9M |
| Chris Bulman Inc | 0.84% | Add +6.7% | 38,556 | $1.9M |
| Maia Wealth LLC | 0.32% | Reduce -2.7% | 38,390 | $1.9M |
| ProCore Advisors, LLC | 2.88% | Add +72.2% | 37,719 | $1.9M |
| IFC & Insurance Marketing, Inc. | 1.95% | Add +27.8% | 37,545 | $1.9M |
| Cottonwood Capital Advisors, LLC | 1.30% | Reduce -2.6% | 37,145 | $1.9M |
| Ifrah Financial Services, Inc. | 0.49% | Reduce -4.1% | 37,068 | $1.8M |
| Center For Asset Management LLC | 0.92% | Add +18.9% | 36,988 | $1.8M |
| Midwest Financial Group LLC | 0.78% | Add +0.2% | 36,944 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +31.3% | 36,601 | $1.8M |
| Beacon Financial Advisory LLC | 0.41% | Reduce -44.2% | 36,264 | $1.8M |
| Balefire, LLC | 0.33% | Add +3.7% | 35,408 | $1.8M |
| Wisconsin Wealth Advisors, LLC | 1.73% | Add +7.6% | 35,258 | $1.8M |
| Wagner Wealth Management, Corp | 1.55% | Reduce -18.0% | 34,564 | $1.7M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -7.1% | 33,692 | $1.7M |
| Belpointe Asset Management LLC | 0.06% | Add +3.4% | 33,683 | $1.7M |
| Carlson Financial, Inc. | 0.98% | Reduce -1.2% | 33,366 | $1.7M |
| Arcadia Wealth Management, Inc. | 0.89% | Reduce -4.1% | 33,106 | $1.6M |
| IMG Wealth Management, Inc. | 1.03% | Add +58089.3% | 32,586 | $1.6M |
| Romano Brothers and Company | 0.18% | New | 32,450 | $1.6M |
| AE Wealth Management LLC | 0.01% | Add +29.9% | 32,335 | $1.6M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -1.9% | 32,062 | $1.6M |
| Pacific Excel Wealth Advisors, Inc. | 1.63% | Add +44.0% | 31,163 | $1.6M |
| Team Financial Group, LLC | 0.69% | Add +24.0% | 30,385 | $1.5M |
| True Blue Financial, LLC | 1.18% | Add +1.2% | 30,141 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +4.5% | 30,120 | $1.5M |
| Atwood & Palmer Inc. | 0.08% | Reduce -3.7% | 29,675 | $1.5M |
| Acorn Wealth Advisors, LLC | 0.41% | Add +14.6% | 28,495 | $1.4M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -36.5% | 28,404 | $1.4M |
| Advisory Services Network, LLC | 0.02% | Add +2.7% | 27,586 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.4% | 27,492 | $1.4M |
| Raab & Moskowitz Asset Management LLC | 0.29% | Add +1.9% | 26,364 | $1.3M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -5.4% | 26,068 | $1.3M |
| Perennial Investment Advisors, LLC | 0.10% | Reduce -2.5% | 25,532 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -4.6% | 24,093 | $1.2M |
| Prosperity Consulting Group, LLC | 0.05% | Reduce -4.0% | 23,687 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +22.0% | 23,548 | $1.2M |
| Barrett & Company, Inc. | 0.40% | Reduce -4.5% | 23,075 | $1.1M |
| SMART Wealth LLC | 0.34% | Add +15.2% | 23,070 | $1.1M |
| PlanVest Financial, Inc | 0.87% | — | 23,016 | $1.1M |
| TCFG Wealth Management, LLC | 0.43% | Reduce -2.8% | 22,852 | $1.1M |
| TCFG Investment Advisors, LLC | 0.43% | — | 22,852 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +27.6% | 22,206 | $1.1M |
| Synergy Asset Management, LLC | 0.12% | New | 22,053 | $1.1M |
| Crusonia Wealth Advisors LLC | 0.22% | Reduce -0.3% | 21,304 | $1.1M |
| Helium Advisors LLC | 0.99% | Add +1.0% | 20,861 | $1.0M |
| Keystone Wealth Services, LLC | 0.22% | Reduce -9.9% | 20,861 | $1.0M |
| Centaurus Financial, Inc. | 0.05% | Add +211.5% | 20,581 | $1.0M |
| Sowell Financial Services LLC | 0.04% | Reduce -6.0% | 20,357 | $1.0M |
| Win Advisors, Inc. | 0.46% | New | 20,107 | $1.0M |
| Simplicity Wealth,LLC | 0.06% | Add +36.4% | 20,043 | $998K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -4.9% | 19,751 | $984K |
| Arkadios Wealth Advisors | 0.02% | Add +19.8% | 19,370 | $965K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +11.6% | 18,665 | $930K |
| OneDigital Investment Advisors LLC | 0.01% | Add +19.7% | 18,476 | $920K |
| Avestar Capital, LLC | 0.06% | Reduce -11.5% | 18,250 | $909K |
| Wealth Watch Advisors, INC | 0.38% | Add +5.7% | 18,139 | $904K |
| Trivium Point Advisory, LLC | 0.16% | New | 18,037 | $898K |
| Faithward Advisors, LLC | 0.13% | Add +8.2% | 18,004 | $897K |
| Morey & Quinn Wealth Partners, LLC | 0.63% | Reduce -0.1% | 17,832 | $888K |
| Private Trust Co. NA | 0.08% | Reduce -15.3% | 17,491 | $871K |
| Iams Wealth Management, LLC | 0.30% | Reduce -4.1% | 17,483 | $871K |
| Calton & Associates, Inc. | 0.12% | Reduce -3.0% | 17,359 | $865K |
| BostonPremier Wealth LLC | 0.44% | Reduce -14.3% | 17,145 | $854K |
| Towerpoint Wealth, LLC | 0.34% | Add +0.9% | 16,976 | $846K |
| Eagle Harbor Asset Management Inc. | 0.72% | Reduce -1.1% | 16,828 | $838K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.19% | No change | 16,501 | $822K |
| Stratos Wealth Advisors, LLC | 0.05% | Add +9.5% | 16,387 | $816K |
| World Investment Advisors | 0.01% | Add +0.4% | 16,370 | $815K |
| Ascent Group, LLC | 0.03% | Reduce -2.2% | 15,770 | $786K |
| StrongBox Wealth, LLC | 0.25% | Reduce -7.2% | 15,475 | $771K |
| Avaii Wealth Management, LLC | 0.27% | Add +3.4% | 15,389 | $767K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +1.7% | 15,100 | $752K |
| Savvy Advisors, Inc. | 0.02% | Add +76.0% | 15,077 | $751K |
| Keating Financial Advisory Services, Inc. | 0.12% | Add +888.0% | 15,027 | $748K |
| MAI Capital Management | 0.00% | Reduce -13.3% | 14,997 | $747K |
| Argent Advisors, Inc. | 0.20% | Add +2.6% | 14,918 | $743K |
| Flaharty Asset Management, LLC | 0.09% | No change | 14,530 | $724K |
| Rubicon Advisors, GP | 0.64% | Add +1.2% | 14,465 | $721K |
| Embree Financial Group | 0.08% | Reduce -16.6% | 14,360 | $715K |
| Park Square Financial Group, LLC | 5.41% | Reduce -13.8% | 14,292 | $712K |
| LaSalle St. Investment Advisors, LLC | 0.10% | Reduce -0.8% | 14,193 | $707K |
| International Assets Investment Management, LLC | 0.05% | Add +7.2% | 14,120 | $704K |
| Legacy Edge Advisors, LLC | 0.07% | No change | 13,971 | $696K |
| BAM Wealth Management, LLC | 0.52% | Add +45.5% | 13,971 | $696K |
| Hamilton Wealth, LLC | 0.13% | Reduce -8.6% | 13,701 | $682K |
| Financial Network Wealth Advisors LLC | 0.69% | Add +402.4% | 13,596 | $677K |
| Principal Securities, Inc. | 0.01% | Add +15.0% | 13,576 | $676K |
| Creative Planning | 0.00% | Add +45.2% | 13,570 | $676K |
| O'Connor Financial Group LLC | 0.27% | Reduce -0.1% | 13,092 | $652K |
| Valley Financial Group, Inc. | 0.34% | Add +5.4% | 12,817 | $638K |
| CMC Financial Group | 1.28% | New | 12,706 | $633K |
| Ballew Advisors, Inc | 0.35% | Add +4.3% | 12,266 | $613K |
| Columbia Advisory Partners LLC | 0.39% | Reduce -14.0% | 12,295 | $612K |
| Barnes Dennig Private Wealth Management LLC | 0.60% | Add +256.1% | 12,217 | $609K |
| HighPoint Advisor Group LLC | 0.03% | Reduce -6.3% | 12,180 | $607K |
| Park National Corp. | 0.02% | New | 11,939 | $595K |
| Lanark Financial, Inc. | 0.04% | Add +1.9% | 11,884 | $592K |
| Integrity Wealth Advisors, Inc. | 0.35% | Add +83.0% | 11,850 | $590K |
| Rehmann Capital Advisory Group | 0.03% | Add +4.6% | 11,607 | $578K |
| WCG Wealth Advisors LLC | 0.02% | Add +4.8% | 11,533 | $574K |
| Smart Portfolios, LLC | 0.57% | Add +3.3% | 11,428 | $569K |
| Southland Equity Partners LLC | 0.11% | New | 11,376 | $567K |
| Summit Wealth Partners, LLC | 0.09% | Reduce -0.9% | 11,316 | $564K |
| 626 Financial, LLC | 0.25% | Reduce -12.8% | 11,188 | $557K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -7.7% | 11,033 | $550K |
| GeoWealth Management, LLC | 0.02% | Add +6.3% | 10,611 | $529K |
| Integrated Advisors Network LLC | 0.03% | Add +23.3% | 10,454 | $521K |
| Triad Wealth Partners, LLC | 0.04% | Add +34.9% | 10,390 | $518K |
| Capital CS Group, LLC | 1.05% | Add +0.3% | 10,253 | $511K |
| Ritter Daniher Financial Advisory LLC / DE | 0.09% | New | 10,185 | $507K |
| Entelevest, LLC | 0.52% | Add +56.9% | 10,079 | $502K |
| Ssi Investment Management LLC | 0.04% | Reduce -0.7% | 10,017 | $499K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -25.1% | 9,934 | $494K |
| Arbor Capital Management Inc. | 0.40% | Add +0.0% | 9,868 | $494K |
| Quantinno Capital Management LP | 0.00% | No change | 9,913 | $494K |
| Laurel Oak Wealth Management, LLC | 0.08% | New | 9,411 | $469K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -5.8% | 9,409 | $469K |
| Wealth Effects LLC | 0.17% | No change | 9,394 | $468K |
| Goldstone Financial Group, LLC | 0.05% | Reduce -3.8% | 9,258 | $461K |
| Proactive Wealth Strategies LLC | 0.09% | Add +96.3% | 9,209 | $459K |
| Plotkin Financial Advisors, LLC | 0.23% | New | 9,200 | $458K |
| Burke & Herbert Bank & Trust Co. | 0.12% | Add +57.5% | 9,053 | $451K |
| PFG Advisors | 0.02% | Reduce -6.0% | 8,753 | $436K |
| Narwhal Capital Management | 0.03% | Reduce -17.9% | 8,753 | $436K |
| Family Legacy, Inc. | 0.13% | No change | 8,513 | $424K |
| TradeWell Securities, LLC. | 0.18% | New | 8,356 | $416K |
| Summit Wealth Group LLC / Co. | 0.04% | Reduce -23.1% | 8,298 | $413K |
| Waldron Private Wealth LLC | 0.02% | Reduce -53.3% | 8,165 | $407K |
| Cornell Pochily Investment Advisors, Inc. | 0.12% | Reduce -50.4% | 8,130 | $405K |
| Claro Advisors Inc. | 0.05% | Reduce -12.3% | 7,963 | $397K |
| OakTrust Wealth Advisors, LLC | 0.36% | Add +1.4% | 7,914 | $394K |
| Winebrenner Capital Management LLC | 0.25% | Reduce -6.3% | 7,912 | $394K |
| Laraway Financial Advisors Inc | 0.28% | Reduce -3.0% | 7,856 | $391K |
| Leo Wealth, LLC | 0.03% | New | 7,682 | $383K |
| 1776 Wealth LLC | 0.15% | No change | 7,675 | $382K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -21.0% | 7,422 | $370K |
| Strategic Financial Concepts, LLC | 0.09% | New | 7,378 | $367K |
| Spire Wealth Management | 0.01% | Add +26.9% | 7,280 | $363K |
| NBT Bank, N.A. | 0.02% | Add +14386.0% | 7,243 | $361K |
| Platform Technology Partners | 0.07% | No change | 7,226 | $360K |
| HBW Advisory Services LLC | 0.04% | Reduce -45.4% | 7,218 | $360K |
| Milestones Private Investment Advisors LLC | 0.31% | Add +9.4% | 7,068 | $352K |
| Chiron Capital Management, LLC | 0.36% | — | 6,993 | $348K |
| West Michigan Advisors, LLC | 0.08% | Add +3.1% | 6,943 | $346K |
| Wealth Management Associates, Inc. | 0.12% | Add +0.1% | 6,705 | $334K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +14.1% | 6,688 | $333K |
| J.M. Arbour, LLC | 0.32% | Add +1.7% | 6,687 | $333K |
| Sapient Capital LLC | 0.01% | New | 6,679 | $333K |
| Retirement Income Solutions, Inc. | 0.06% | Add +0.7% | 6,632 | $330K |
| Level Four Advisory Services, LLC | 0.01% | Add +5.3% | 6,464 | $322K |
| Focus Financial Network, Inc. | 0.01% | Reduce -5.4% | 6,463 | $322K |
| Certified Advisory Corp | 0.03% | Add +3.2% | 6,452 | $321K |
| Private Client Services, LLC | 0.09% | Reduce -3.5% | 6,157 | $307K |
| TFB Advisors LLC | 0.16% | Reduce -54.8% | 6,108 | $304K |
| BlueChip Wealth Advisors LLC | 0.13% | Reduce -15.4% | 6,084 | $303K |
| Sargent Investment Group, LLC | 0.04% | Reduce -24.8% | 6,040 | $301K |
| Founders Financial Securities LLC | 0.02% | New | 5,995 | $300K |
| Archer Investment Corp | 0.06% | Reduce -0.8% | 5,962 | $297K |
| Luminist Capital LLC | 0.40% | No change | 5,936 | $296K |
| Rossby Financial, LCC | 0.06% | Add +6.0% | 5,920 | $295K |
| MPWM Advisory Solutions, LLC | 0.15% | Add +1.5% | 5,838 | $291K |
| Merkkuri Wealth Advisors LLC | 0.19% | Add +0.7% | 5,757 | $287K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -4.6% | 5,746 | $286K |
| Smartleaf Asset Management LLC | 0.01% | Add +53.2% | 5,702 | $283K |
| Smithbridge Asset Management Inc. | 0.04% | Reduce -55.8% | 5,616 | $280K |
| Grantvest Financial Group LLC | 0.18% | New | 5,551 | $276K |
| Holos Integrated Wealth LLC | 0.14% | Add +23.0% | 5,516 | $275K |
| Retirement Guys Formula LLC | 0.13% | Add +4.4% | 5,481 | $273K |
| Titleist Asset Management, LLC | 0.02% | Add +12.9% | 5,346 | $266K |
| Balboa Wealth Partners | 0.04% | Add +3.3% | 5,311 | $265K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -15.4% | 5,307 | $264K |
| Cypress Capital Group | 0.03% | Reduce -72.1% | 5,305 | $264K |
| Ancora Advisors LLC | 0.01% | No change | 5,285 | $263K |
| Vise Technologies, Inc. | 0.01% | No change | 5,090 | $254K |
| Novem Group | 0.03% | New | 5,083 | $253K |
| Essex LLC | 0.04% | No change | 5,081 | $253K |
| Tidemark, LLC | 0.06% | Add +0.1% | 4,951 | $247K |
| Alessandra Capital Management, LLC | 0.21% | New | 4,900 | $244K |
| Waterloo Capital, L.P. | 0.02% | No change | 4,899 | $244K |
| Sound Income Strategies, LLC | 0.01% | Reduce -5.3% | 4,767 | $238K |
| RMR Wealth Builders | 0.02% | Reduce -1.8% | 4,747 | $236K |
| Trueblood Wealth Management, LLC | 0.09% | Add +0.4% | 4,739 | $236K |
| Genesee Capital Advisors, LLC | 0.10% | Add +0.8% | 4,723 | $235K |
| TRB Wealth Management, LLC | 0.03% | — | 4,721 | $235K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 4,686 | $233K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 4,595 | $229K |
| TrueWealth Advisors, LLC | 0.06% | Reduce -21.0% | 4,579 | $228K |
| Occidental Asset Management, LLC | 0.03% | New | 4,524 | $225K |
| Koshinski Asset Management, Inc. | 0.01% | Reduce -10.2% | 4,515 | $225K |
| Mosley Wealth Management | 0.10% | Add +0.8% | 4,478 | $223K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -0.4% | 4,448 | $222K |
| Zacks Investment Management | 0.00% | No change | 4,298 | $214K |
| Talon Private Wealth, LLC | 0.03% | — | 4,280 | $213K |
| Evolve Private Wealth, LLC | 0.01% | No change | 4,260 | $212K |
| Hilton Head Capital Partners, LLC | 0.12% | Reduce -0.1% | 4,253 | $212K |
| Betterment LLC | 0.00% | Add +3.3% | 4,240 | $211K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -1.1% | 4,205 | $209K |
| Moment Partners, LLC | 0.04% | New | 4,147 | $207K |
| Strategic Blueprint, LLC | 0.01% | Reduce -0.8% | 4,146 | $207K |
| Kaydan Wealth Management, Inc. | 0.07% | No change | 4,127 | $206K |
| Pinnacle Bancorp, Inc. | 0.06% | Add +9.3% | 4,100 | $204K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.2% | 3,950 | $197K |
| Blair William & Co. | 0.00% | Reduce -5.6% | 3,200 | $159K |
| Larson Financial Group LLC | 0.00% | Add +5.5% | 3,000 | $149K |
| First Horizon Corp. | 0.01% | No change | 2,872 | $143K |
| Parallel Advisors, LLC | 0.00% | Reduce -53.9% | 2,868 | $143K |
| US Bancorp \de | 0.00% | Reduce -38.7% | 2,595 | $129K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 2,475 | $123K |
| Creative Financial Designs Inc. | 0.01% | Reduce -12.0% | 2,348 | $117K |
| Marshall Investment Management, LLC | 0.05% | New | 2,201 | $110K |
| MTM Investment Management, LLC | 0.03% | No change | 2,173 | $108K |
| Allworth Financial LP | 0.00% | Reduce -76.3% | 1,937 | $96K |
| IFG Advisory, LLC | 0.25% | Reduce -80.0% | 1,780 | $89K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,645 | $82K |
| Tucker Asset Management LLC | 0.02% | Reduce -52.3% | 1,610 | $80K |
| Bank of Montreal | 0.00% | Add +77.9% | 1,311 | $65K |
| Raleigh Capital Management Inc. | 0.02% | Reduce -3.5% | 1,177 | $59K |
| Gilpin Wealth Management, LLC | 0.04% | New | 1,102 | $55K |
| Gill Capital Partners, LLC | 0.02% | New | 1,090 | $54K |
| Wagner Wealth Management, LLC | 0.01% | Add +1.0% | 1,023 | $51K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 900 | $44K |
| Smithfield Trust Co | 0.00% | No change | 725 | $36K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 702 | $35K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 550 | $27K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -33.3% | 550 | $27K |
| Wolff Wiese Magana LLC | 0.01% | New | 540 | $27K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 525 | $26K |
| My Portfolio Guide, LLC | 0.01% | — | 481 | $24K |
| Y.D. More Investments Ltd | 0.00% | No change | 450 | $22K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -6.6% | 413 | $21K |
| True Wealth Design, LLC | 0.01% | No change | 400 | $20K |
| Go Invest LLC | 0.01% | Add +114.5% | 371 | $18K |
| Rothschild Investment LLC | 0.00% | No change | 335 | $17K |
| Key Capital Management, INC | 0.01% | Add +103.8% | 322 | $16K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -18.2% | 284 | $14K |
| Cheviot Value Management, LLC | 0.00% | No change | 255 | $13K |
| First Command Advisory Services, Inc. | 0.00% | No change | 244 | $12K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -5.5% | 223 | $11K |
| FMR LLC | 0.00% | New | 212 | $11K |
| TopTier Wealth Management, LLC | 0.01% | New | 194 | $10K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.3% | 160 | $8K |
| SHP Wealth Management | 0.00% | New | 143 | $7K |
| Ameriflex Group, Inc. | 0.00% | Add +78.9% | 127 | $6K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 121 | $6K |
| Avion Wealth | 0.00% | No change | 122 | $6K |
| Curio Wealth, LLC | 0.00% | No change | 100 | $5K |
| American National Bank & Trust | 0.00% | No change | 75 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | Reduce -66.5% | 68 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 62 | $3K |
| Synergy Investment Management, LLC | 0.00% | New | 62 | $3K |
| BNP Paribas Financial Markets | 0.00% | Add +230.8% | 43 | $2K |
| Caitlin John, LLC | 0.00% | No change | 41 | $2K |
| Dunhill Financial, LLC | 0.00% | New | 38 | $2K |
| Clearstead Advisors, LLC | 0.00% | Add +2.8% | 37 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 36 | $2K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 19 | $946 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -95.5% | 15 | $747 |
| Elevated Capital Advisors, LLC | 0.00% | No change | 14 | $697 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 8 | $398 |
| Realta Investment Advisors | 0.00% | No change | 1 | $74 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -50.0% | 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.