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First Trust Low Duration Opportunities ETF (LMBS) Institutional Ownership

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$48.19
-0.04 (-0.08%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for First Trust Low Duration Opportunities ETF (NASDAQ:LMBS)

Number of
Institutional Buyers
(last 12 months)
207
Total
Institutional Inflows
(last 12 months)
$536.52M
Number of
Institutional Sellers
(last 12 months)
245
Total
Institutional Outflows
(last 12 months)
$586.51M
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LMBS Institutional Buying and Selling by Quarter

First Trust Low Duration Opportunities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Beacon Capital Management LLC2,962$143K0.0%-14.6%0.004%
5/17/2024 Comerica Bank171,415$8.27M0.0%+6.9%0.205%
5/17/2024 Coppell Advisory Solutions Corp.15,226$735K0.1%N/A0.018%
5/16/2024 B. Riley Wealth Advisors Inc.22,496$1.06M0.0%+23.5%0.027%
5/16/2024 Econ Financial Services Corp22,195$1.07M0.7%N/A0.027%
5/15/2024 Manhattan West Asset Management LLC134,125$6.47M1.6%+15.8%0.160%
5/14/2024 Axxcess Wealth Management LLC16,070$775K0.0%+3.4%0.019%
5/14/2024 Northwest Wealth Management LLC5,062$244K0.1%-29.9%0.006%
5/14/2024 InterOcean Capital Group LLC7,145$345K0.0%N/A0.009%
5/13/2024 Ameritas Investment Partners Inc.126,532$6.11M0.2%+7.4%0.151%
5/10/2024 Osaic Holdings Inc.697,338$33.65M0.1%-31.6%0.834%
5/9/2024 Orion Portfolio Solutions LLC33,636$1.62M0.0%+38.6%0.040%
5/9/2024 HBK Sorce Advisory LLC6,687$323K0.0%-17.5%0.008%
5/9/2024 Kingsview Wealth Management LLC189,900$9.16M0.2%-6.0%0.227%
5/9/2024 Condor Capital Management282,739$13.64M1.3%+21.8%0.338%
5/9/2024 TBH Global Asset Management LLC152,230$7.35M1.5%-15.0%0.182%
5/9/2024 Endowment Wealth Management Inc.30,533$1.47M1.1%+5.3%0.037%
5/8/2024 Avantax Advisory Services Inc.192,885$9.31M0.1%-4.2%0.231%
5/8/2024 US Bancorp DE8,132$392K0.0%-62.0%0.010%
5/7/2024 Concurrent Investment Advisors LLC622,491$30.04M1.2%+21.5%0.745%
5/7/2024 PFG Advisors7,097$342K0.0%-18.2%0.008%
5/7/2024 Oppenheimer & Co. Inc.43,902$2.12M0.0%-44.8%0.053%
5/7/2024 Obermeyer Wood Investment Counsel Lllp316,106$15.25M0.9%-3.2%0.378%
5/6/2024 Envestnet Portfolio Solutions Inc.177,567$8.57M0.0%-2.7%0.212%
5/6/2024 VitalStone Financial LLC36,346$1.75M1.3%+23.5%0.043%
5/6/2024 Advisory Services Network LLC64,900$3.13M0.1%+46.0%0.078%
5/4/2024 Csenge Advisory Group685,251$33.06M1.9%+7.4%0.821%
5/3/2024 TFB Advisors LLC12,377$590K0.2%+119.0%0.015%
5/3/2024 Larson Financial Group LLC2,491$120K0.0%-48.1%0.003%
5/3/2024 MRA Advisory Group14,950$721K0.4%+42.7%0.018%
5/3/2024 Central Pacific Bank Trust Division58,505$2.81M0.3%N/A0.070%
5/2/2024 FinTrust Capital Advisors LLC2,015$97K0.0%-12.6%0.002%
5/2/2024 Moloney Securities Asset Management LLC4,853$234K0.0%N/A0.006%
5/2/2024 Palisade Asset Management LLC518$25K0.0%N/A0.001%
5/1/2024 Tanager Wealth Management LLP8,892$429K0.1%-5.6%0.011%
5/1/2024 StoneX Group Inc.44,773$2.16M0.2%-10.7%0.054%
5/1/2024 Janney Montgomery Scott LLC265,375$12.80M0.0%+14.5%0.318%
5/1/2024 BNP Paribas Financial Markets9,285$448K0.0%-72.8%0.011%
5/1/2024 Concourse Financial Group Securities Inc.37,121$1.79M0.1%+221.6%0.044%
5/1/2024 Diversify Advisory Services LLC8,593$413K0.0%N/A0.010%
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4/30/2024 Private Advisor Group LLC293,076$14.14M0.1%-1.7%0.351%
4/30/2024 J.W. Cole Advisors Inc.15,966$770K0.0%-2.4%0.019%
4/30/2024 BlueChip Wealth Advisors LLC38,231$1.85M1.2%-8.2%0.046%
4/30/2024 Arkadios Wealth Advisors8,494$410K0.0%-22.2%0.010%
4/29/2024Commonwealth Equity Services LLC624,438$30.13M0.1%+11.0%0.748%
4/29/2024 Benjamin Edwards Inc.6,815$329K0.1%+83.2%0.008%
4/29/2024 Benjamin F. Edwards & Company Inc.65,403$3.16M0.1%-12.7%0.078%
4/29/2024 Insight Inv LLC7,470$360K0.3%+5.2%0.009%
4/26/2024 Narwhal Capital Management18,906$912K0.1%+27.1%0.023%
4/26/2024 Cottonwood Capital Advisors LLC53,456$2.55M2.0%-9.6%0.064%
4/26/2024 Bellevue Asset Management LLC17,606$849K0.5%-85.5%0.021%
4/26/2024 Clear Creek Financial Management LLC92,979$4.49M0.6%+32.3%0.111%
4/25/2024 Triumph Capital Management21,851$1.05M0.4%-37.9%0.026%
4/25/2024 Aaron Wealth Advisors LLC216,968$10.47M1.5%-18.8%0.260%
4/25/2024 Peterson Financial Group Inc.5,107$246K0.1%-5.5%0.006%
4/25/2024 Cambridge Investment Research Advisors Inc.462,101$22.30M0.1%+19.2%0.555%
4/24/2024 Private Trust Co. NA23,224$1.12M0.1%-3.5%0.028%
4/24/2024 NBT Bank N A NY8,809$425K0.0%-8.0%0.011%
4/23/2024 Lunt Capital Management Inc.116,702$5.63M2.8%+4.7%0.140%
4/23/2024 James J. Burns & Company LLC44,186$2.13M0.7%-42.6%0.053%
4/23/2024 Global Retirement Partners LLC15,789$762K0.0%-27.6%0.019%
4/23/2024 Cornell Pochily Investment Advisors Inc.38,370$1.85M0.7%-1.2%0.046%
4/23/2024 Sweet Financial Partners LLC226,722$10.94M2.5%N/A0.272%
4/23/2024 TrueWealth Advisors LLC6,146$297K0.1%-26.5%0.007%
4/23/2024 Strategic Blueprint LLC13,012$628K0.0%-4.4%0.016%
4/23/2024 TAP Consulting LLC252,099$12.16M2.7%-9.3%0.303%
4/23/2024 Wealth Effects LLC21,432$1.03M0.4%-14.9%0.026%
4/23/2024 Raymond James Financial Services Advisors Inc.2,000,720$96.54M0.1%-4.1%2.403%
4/22/2024 American Financial Advisors LLC536,879$25.90M3.6%+0.2%0.645%
4/22/2024 Nilsine Partners LLC6,215$300K0.0%-95.1%0.007%
4/22/2024 Centennial Wealth Advisory LLC48,410$2.34M1.1%+20.9%0.058%
4/22/2024 Raymond James & Associates753,726$36.37M0.0%-5.5%0.905%
4/22/2024 Edge Financial Advisors LLC12,259$591K0.5%N/A0.015%
4/19/2024 Core Wealth Partners LLC8,307$401K0.3%+67.5%0.010%
4/19/2024 Mainsail Financial Group LLC53,604$2.59M1.8%-20.4%0.064%
4/19/2024 TCP Asset Management LLC127,951$6.17M1.6%+31.7%0.154%
4/18/2024 Iams Wealth Management LLC74,981$3.60M2.2%+7.5%0.090%
4/18/2024 FARMERS & MERCHANTS TRUST Co OF LONG BEACH10,982$530K0.1%N/A0.013%
4/18/2024 AlphaMark Advisors LLC5,792$279K0.1%-8.4%0.007%
4/18/2024 Dominguez Wealth Management Solutions Inc.65,471$3.16M2.5%+3.4%0.079%
4/18/2024 Miracle Mile Advisors LLC189,058$9.12M0.2%+16.3%0.227%
4/17/2024 Trilogy Capital Inc.471,010$22.73M1.3%+2,194.1%0.566%
4/16/2024 Searcy Financial Services Inc. ADV379,817$18.33M9.3%-6.2%0.456%
4/16/2024 Pinnacle Bancorp Inc.2,685$130K0.0%+46.8%0.003%
4/16/2024 RiverTree Advisors LLC232,924$11.24M7.5%-1.1%0.280%
4/16/2024 Wealth Enhancement Advisory Services LLC23,692$1.14M0.0%-10.2%0.028%
4/16/2024 ERn Financial LLC290,236$14.00M2.4%+5.7%0.349%
4/16/2024 PFS Partners LLC167,219$8.07M5.3%+9.6%0.201%
4/15/2024 Wealthcare Advisory Partners LLC39,430$1.90M0.1%-1.6%0.047%
4/15/2024 Key Client Fiduciary Advisors LLC7,575$365K0.2%N/A0.009%
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4/15/2024 Sovereign Financial Group Inc.4,590$221K0.1%-4.8%0.006%
4/15/2024 Brookstone Capital Management21,887$1.06M0.0%-16.5%0.026%
4/15/2024 Elevated Capital Advisors LLC48,240$2.33M0.7%+3.5%0.058%
4/15/2024 Financial Enhancement Group LLC232,820$11.13M1.8%-59.0%0.280%
4/15/2024 Columbia Advisory Partners LLC18,654$900K0.9%N/A0.022%
4/13/2024 Inspirion Wealth Advisors LLC272,811$13.16M2.2%-30.8%0.328%
4/13/2024 Quad Cities Investment Group LLC6,971$336K0.2%N/A0.008%
4/12/2024 Keystone Wealth Services LLC60,672$2.93M1.0%+8.9%0.073%
4/12/2024 Global Assets Advisory LLC1,290,892$62.29M0.2%+4,688.2%1.551%
4/12/2024 Lloyd Advisory Services LLC.20,273$978K0.2%N/A0.024%
(Data available from 1/1/2016 forward)

LMBS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LMBS shares?

During the previous two years, 476 institutional investors and hedge funds held shares of First Trust Low Duration Opportunities ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($19.82B), Morgan Stanley ($585.19M), LPL Financial LLC ($294.42M), Wells Fargo & Company MN ($212.94M), UBS Group AG ($169.04M), Bank of America Corp DE ($101.43M), and Raymond James Financial Services Advisors Inc. ($96.54M).Learn more on LMBS's institutional investors.

Which institutional investors have been buying First Trust Low Duration Opportunities ETF stock?

Of the 360 institutional investors that purchased First Trust Low Duration Opportunities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.50M), LPL Financial LLC ($1.35M), Global Assets Advisory LLC ($1.26M), UBS Group AG ($858.77K), Private Advisor Group LLC ($800.34K), Envestnet Asset Management Inc. ($732.51K), and Financial Enhancement Group LLC ($673.30K).

How much institutional buying is happening at First Trust Low Duration Opportunities ETF?

Institutional investors have bought a total of 27,454,633 shares in the last 24 months. This purchase volume represents approximately $2.10B in transactions.

Which First Trust Low Duration Opportunities ETF major shareholders have been selling company stock?

Of the 350 institutional investors that sold First Trust Low Duration Opportunities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: GW Henssler & Associates Ltd. ($1.62M), Bank of America Corp DE ($1.39M), Raymond James & Associates ($1.30M), Raymond James Financial Services Advisors Inc. ($1.22M), Wells Fargo & Company MN ($1.16M), Morgan Stanley ($1.16M), and Stockman Wealth Management Inc. ($1.14M).

How much institutional selling is happening at First Trust Low Duration Opportunities ETF?

Institutional investors have sold a total of 28,193,329 shares in the last 24 months. This volume of shares sold represents approximately $2.11B in transactions.


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This page (NASDAQ:LMBS) was last updated on 5/19/2024 by MarketBeat.com Staff

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