Who Owns LMBS?
First Trust Low Duration Opportunities ETF — Institutional Ownership & 13F Holdings
$49.86
-0.10 (-0.20%)
Market Cap
$6.0B
Shares Outstanding
121,476,544
Institutional Holders
394
Total Inst. Value
$3.0B
% of Float Held
—
QoQ Holder Change
+175
Institutional data as of Q1 2025
New Positions
121
Closed Positions
43
Increased
131
Decreased
110
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $633.7M | 12,889,621 |
| 2 | WELLS FARGO & COMPANY/MN | $250.0M | 5,084,447 |
| 3 | UBS Group AG | $203.0M | 4,129,464 |
| 4 | RAYMOND JAMES FINANCIAL INC | $167.6M | 3,410,262 |
| 5 | ROYAL BANK OF CANADA | $128.3M | 2,610,301 |
| 6 | Cetera Investment Advisers | $84.2M | 1,712,873 |
| 7 | BANK OF AMERICA CORP /DE/ | $67.9M | 1,381,737 |
| 8 | FIRST TRUST ADVISORS LP | $48.7M | 989,871 |
| 9 | Berger Financial Group, Inc | $47.7M | 970,373 |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $39.1M | 796,139 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +820K | $633.7M |
| WELLS FARGO & COMPANY/MN | +231K | $250.0M |
| RAYMOND JAMES FINANCIAL INC | +343K | $167.6M |
| BANK OF AMERICA CORP /DE/ | +133K | $67.9M |
| Berger Financial Group, Inc | +89K | $47.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CONDOR CAPITAL MANAGEMENT | -274K | $2.5M |
| Independent Advisor Alliance | -242K | $6.1M |
| ROYAL BANK OF CANADA | -129K | $128.3M |
| Spire Wealth Management | -103K | $1.3M |
| Clear Creek Financial Management, LLC | -83K | $9.6M |
Famous Fund Managers
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Frequently Asked Questions
How many institutional investors hold LMBS?
As of Q1 2025, 394 institutional investors report holding LMBS (First Trust Low Duration Opportunities ETF) in their 13F filings.
Which hedge fund owns the most LMBS?
The largest institutional holder of LMBS is MORGAN STANLEY with $633.7M in shares.
Are institutions buying or selling LMBS?
This quarter, 121 institutions opened new positions in LMBS and 43 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.