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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -2

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
COMMONWEALTH EQUITY SERVICES, LLCNew Position+1.2M+$58.0B
Csenge Advisory GroupNew Position+821K+$41.0B
Heck Capital Advisors, LLCNew Position+531K+$26.6B
Trilogy Capital Inc.New Position+491K+$24.5B
Walkner Condon Financial Advisors LLCNew Position+421K+$21.0B
JONES FINANCIAL COMPANIES LLLPNew Position+382K+$19.0B
STEPHENS INC /AR/New Position+359K+$17.9B
Obermeyer Wealth PartnersNew Position+325K+$16.3B
ASSETMARK, INCIncreased+313K+$15.7B
Private Advisor Group, LLCIncreased+259K+$12.7B
RAYMOND JAMES FINANCIAL INCIncreased+256K+$12.3B
ADAMSBROWN WEALTH CONSULTANTS LLCNew Position+223K+$11.2B
PFS Partners, LLCNew Position+220K+$11.0B
Geneos Wealth Management Inc.New Position+198K+$9.9B
BELLEVUE ASSET MANAGEMENT, LLCNew Position+191K+$9.6B

LMBS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-100K-$577.5B
Cetera Investment AdvisersDecreased-61K-$121.4B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-825K-$42.7B
Vestmark Advisory Solutions, Inc.Decreased-44K-$30.1B
Prospera Financial Services IncDecreased-16K-$22.4B
Integrated Wealth Concepts LLCDecreased-44K-$18.2B
OSAIC HOLDINGS, INC.Decreased-200K-$11.4B
First International Bank & TrustClosed Position-206K-$10.3B
Kingsview Wealth Management, LLCDecreased-149K-$9.0B
Steward Partners Investment Advisory, LLCDecreased-157K-$8.4B
EWG Elevate Inc.Closed Position-138K-$6.9B
RENAISSANCE TECHNOLOGIES LLCDecreased-124K-$6.5B
ELEVATION POINT WEALTH PARTNERS, LLCDecreased-113K-$6.4B
CITADEL ADVISORS LLCDecreased-78K-$4.5B
Integrated Advisors Network LLCDecreased-60K-$3.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG4,611,640$230.5B0.04%Share
2WELLS FARGO & COMPANY/MN3,803,632$190.0B0.03%Share
3ROYAL BANK OF CANADA2,791,632$139.0B0.02%Share
4RAYMOND JAMES FINANCIAL INC2,566,039$128.0B0.04%Share
5WELLS FARGO & COMPANY/MN1,718,388$85.0B0.02%Share
6RAYMOND JAMES FINANCIAL INC1,446,508$72.0B0.02%Share
7FIRST TRUST ADVISORS LP1,321,454$66.0B0.05%Share
8COMMONWEALTH EQUITY SERVICES, LLC1,176,318$58.0B0.08%Share
9Berger Financial Group, Inc1,054,929$52.7B3.05%Share
10BANK OF AMERICA CORP /DE/1,024,989$51.0B0.00%Share
11Clearwater Capital Advisors, LLC852,617$42.6B3.55%Share
12Csenge Advisory Group821,151$41.0B1.86%Share
13BANK OF AMERICA CORP /DE/764,223$38.0B0.00%Share
14STIFEL FINANCIAL CORP723,287$36.0B0.03%Share
15ASSETMARK, INC610,372$30.5B0.06%Share
16OSAIC HOLDINGS, INC.574,875$28.0B0.04%Share
17Baird Financial Group, Inc.554,218$27.0B0.04%Share
18Private Advisor Group, LLC544,981$27.0B0.13%Share
19Heck Capital Advisors, LLC531,187$26.6B1.98%Share
20Trilogy Capital Inc.490,777$24.5B1.10%Share
21Aaron Wealth Advisors LLC458,338$22.9B1.25%Share
22SEARCY FINANCIAL SERVICES INC /ADV422,173$21.1B7.82%Share
23Walkner Condon Financial Advisors LLC420,927$21.0B2.92%Share
24JONES FINANCIAL COMPANIES LLLP382,459$19.0B0.01%Share
25STEPHENS INC /AR/358,591$17.9B0.22%Share
26TL Private Wealth332,800$16.7B6.43%Share
27Obermeyer Wealth Partners325,074$16.3B0.74%Share
28ELEVATION POINT WEALTH PARTNERS, LLC336,076$16.0B0.77%Share
29Prism Advisors, Inc.305,394$15.3B4.07%Share
30CLIFFORD SWAN INVESTMENT COUNSEL LLC303,153$15.0B0.50%Share
31Rockefeller Capital Management L.P.314,038$15.0B0.03%Share
32IFP Advisors, Inc306,917$15.0B0.34%Share
33Fairvoy Private Wealth, LLC298,570$14.9B3.34%Share
34Long Run Wealth Advisors, LLC279,354$14.0B2.63%Share
35Atria Investments, Inc276,883$13.0B0.15%Share
36Weitzel Financial Services, Inc.250,129$12.5B4.83%Share
37MRA Advisory Group232,834$11.6B4.89%Share
38Petix & Botte Co226,042$11.3B2.56%Share
39ADAMSBROWN WEALTH CONSULTANTS LLC223,431$11.2B3.11%Share
40PFS Partners, LLC219,832$11.0B5.03%Share
41Geneos Wealth Management Inc.198,100$9.9B0.24%Share
42BELLEVUE ASSET MANAGEMENT, LLC191,267$9.6B3.09%Share
43Carrera Capital Advisors189,556$9.5B1.59%Share
44Ameritas Investment Partners, Inc.197,785$9.0B0.27%Share
45RiverTree Advisors, LLC170,712$8.5B5.44%Share
46Per Stirling Capital Management, LLC.168,475$8.4B0.95%Share
47TCP Asset Management, LLC167,591$8.4B1.41%Share
48Ashton Thomas Private Wealth, LLC166,379$8.3B0.20%Share
49Friedenthal Financial165,186$8.3B4.25%Share
50Focus Partners Wealth179,348$8.0B0.01%Share

LMBS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025424$2.1T+208
Q3 2025216$2.5T-169
Q2 2025385$2.8T-11
Q1 2025396$3.6T+79
Q4 2024317$89.6T+81
Q3 2024236$610.5T-6
Q2 2024242$220.4T+22
Q1 2024220$160.2T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold LMBS (First Trust Low Duration Opportunities ETF). The largest holder is UBS Group AG with $230.5B in shares. This quarter, 12 institutions opened new positions and 2 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 UBS Group AG with $230.5B in shares.

Is institutional ownership of LMBS increasing or decreasing?

This quarter, 12 institutions opened new positions in LMBS and 2 closed their positions.