Who Owns First Trust Low Duration Opportunities ETF (LMBS)?Hedge Fund & Institutional Holders

$50.01-0.04 (-0.09%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.5365277707000577e+250T

% of Float Held

—

QoQ Change in Holders

+14 / -1

Price History

$48.39$48.90$49.41$49.93$50.44Jul 24May 25Mar 26

LMBS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
TD Capital Management LLCIncreased+1K+$128.7M
Concurrent Investment Advisors, LLCNew Position+1.2M+$60.4M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+1.2M+$58.0M
Csenge Advisory GroupNew Position+821K+$41.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+819K+$40.0M
JANE STREET GROUP, LLCNew Position+668K+$33.0M
Heck Capital Advisors, LLCNew Position+531K+$26.6M
Trilogy Capital Inc.New Position+491K+$24.5M
Walkner Condon Financial Advisors LLCNew Position+421K+$21.0M
Cerity Partners LLCNew Position+435K+$21.0M
CWM, LLCNew Position+390K+$19.5M
JONES FINANCIAL COMPANIES LLLPNew Position+382K+$19.0M
London & Capital Asset Management LtdNew Position+363K+$18.0M
STEPHENS INC /AR/New Position+359K+$17.9M
American Financial Advisors, LLCNew Position+345K+$17.2M

LMBS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-100K-$577.5B
UBS Group AGDecreased-19K-$230.3B
Cetera Investment AdvisersDecreased-61K-$121.4B
BANK OF AMERICA CORP /DE/Decreased-88K-$93.4B
OSAIC HOLDINGS, INC.Decreased-200K-$43.3B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-825K-$42.7B
Vestmark Advisory Solutions, Inc.Decreased-44K-$30.1B
Prospera Financial Services IncDecreased-16K-$22.4B
ELEVATION POINT WEALTH PARTNERS, LLCDecreased-113K-$22.4B
INSPIRION WEALTH ADVISORS, LLCDecreased-16K-$21.0B
Integrated Wealth Concepts LLCDecreased-44K-$18.2B
CLIFFORD SWAN INVESTMENT COUNSEL LLCDecreased-24K-$16.3B
Financial Enhancement Group LLCClosed Position-310K-$15.4B
Atria Investments, IncDecreased-3K-$13.9B
Petix & Botte CoDecreased-35K-$13.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1TD Capital Management LLC307,367$15.4B1.36%Share
2MORGAN STANLEY14,150,282$707.0M0.04%Share
3LPL Financial LLC11,511,063$575.0M0.16%Share
4UBS Group AG4,611,640$230.5M0.04%Share
5WELLS FARGO & COMPANY/MN3,803,632$190.0M0.03%Share
6ROYAL BANK OF CANADA2,791,632$139.0M0.02%Share
7RAYMOND JAMES FINANCIAL INC2,566,039$128.0M0.04%Share
8Cetera Investment Advisers2,380,079$118.0M0.13%Share
9WELLS FARGO & COMPANY/MN1,718,388$85.0M0.02%Share
10HighTower Advisors, LLC1,454,146$72.0M0.08%Share
11RAYMOND JAMES FINANCIAL INC1,446,508$72.0M0.02%Share
12FIRST TRUST ADVISORS LP1,321,454$66.0M0.05%Share
13COMMONWEALTH EQUITY SERVICES, LLC1,176,318$58.0M0.08%Share
14Concurrent Investment Advisors, LLC1,136,019$56.8M0.65%Share
15Berger Financial Group, Inc1,054,929$52.7M3.05%Share
16BANK OF AMERICA CORP /DE/1,024,989$51.0M0.00%Share
17Clearwater Capital Advisors, LLC852,617$42.6M3.55%Share
18Csenge Advisory Group821,151$41.0M1.86%Share
19ENVESTNET ASSET MANAGEMENT INC819,001$40.0M0.01%Share
20BANK OF AMERICA CORP /DE/764,223$38.0M0.00%Share
21Harvest Investment Services, LLC740,376$37.0M6.98%Share
22STIFEL FINANCIAL CORP723,287$36.0M0.03%Share
23JANE STREET GROUP, LLC668,153$33.0M0.00%Share
24ASSETMARK, INC610,372$30.5M0.06%Share
25OSAIC HOLDINGS, INC.574,875$28.0M0.04%Share
26Baird Financial Group, Inc.554,218$27.0M0.04%Share
27Cambridge Investment Research Advisors, Inc.555,539$27.0M0.07%Share
28Private Advisor Group, LLC544,981$27.0M0.13%Share
29Heck Capital Advisors, LLC531,187$26.6M1.98%Share
30HARBOUR INVESTMENTS, INC.528,903$26.4M0.54%Share
31Trilogy Capital Inc.490,777$24.5M1.10%Share
32Aaron Wealth Advisors LLC458,338$22.9M1.25%Share
33Brookstone Capital Management452,717$22.6M0.26%Share
34SEARCY FINANCIAL SERVICES INC /ADV422,173$21.1M7.82%Share
35Walkner Condon Financial Advisors LLC420,927$21.0M2.92%Share
36Cerity Partners LLC435,016$21.0M0.03%Share
37Prospera Financial Services Inc434,569$21.0M0.34%Share
38AXXCESS WEALTH MANAGEMENT, LLC415,932$20.8M0.08%Share
39INSPIRION WEALTH ADVISORS, LLC408,340$20.4M2.50%Share
40&PARTNERS403,411$20.0M0.10%Share
41CWM, LLC389,913$19.5M0.05%Share
42JONES FINANCIAL COMPANIES LLLP382,459$19.0M0.01%Share
43KESTRA PRIVATE WEALTH SERVICES, LLC376,414$18.8M0.23%Share
44London & Capital Asset Management Ltd362,799$18.0M0.19%Share
45STEPHENS INC /AR/358,591$17.9M0.22%Share
46American Financial Advisors, LLC344,676$17.2M2.22%Share
47Vestmark Advisory Solutions, Inc.336,120$16.8M0.23%Share
48TL Private Wealth332,800$16.7M6.43%Share
49Obermeyer Wealth Partners325,074$16.3M0.74%Share
50Integrated Wealth Concepts LLC321,590$16.0M0.19%Share

LMBS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025424$19.8B+208
Q3 2025216$3.5T-169
Q2 2025385$3.0T-11
Q1 2025396$3.8T+79
Q4 2024317$272.4T+81
Q3 2024236$2250.0T-6
Q2 2024242$2073.9T+22
Q1 2024220$1988.8T—

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As of Q4 2025, 50 institutional investors hold LMBS (First Trust Low Duration Opportunities ETF). The largest holder is TD Capital Management LLC with $15.4B in shares. This quarter, 14 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own LMBS?

As of Q4 2025, 50 institutional investors report holding LMBS (First Trust Low Duration Opportunities ETF) in their 13F filings.

Who is the largest institutional holder of LMBS?

The largest institutional holder of LMBS is TD Capital Management LLC with $15.4B in shares.

Is institutional ownership of LMBS increasing or decreasing?

This quarter, 14 institutions opened new positions in LMBS and 1 closed their positions.