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LMBS · First Trust Low Duration Opportunities ETF ETF

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$49.49 +0.04 (+0.08%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $19,330,517
Total Shares: 388,319

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 6 13F filers · Δ vs Mar 31, 2026
Top Holder
35.3%
Sep 2023 → Jun 2026 · range 16.3% – 100.0%
−62.7 pts
Top 5
99.6%
Sep 2023 → Jun 2026 · range 43.4% – 100.0%
−0.4 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 54.5% – 100.0%
0.0 pts
HHI
2,826
Sep 2023 → Jun 2026 · range 558 – 10,000
Highly concentrated−6,793

Quarterly Activity

vs Mar 31, 2026
New
4
Increased
0
Decreased
2
Sold Out
0
Unchanged
0
Holder count: +4
Institutional value: +368.0%
Shares held: +368.3%

Top Buyers

vs Mar 31, 2026
No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Cornerstone Financial Management LLC −1,134 80,173
TUCKER ASSET MANAGEMENT LLC −6 1,604

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 137,190 $6,829,318
Kirkwood Financial Services 127,287 $6,336,346
CARLSON FINANCIAL, INC. 32,821 $1,633,829
Kinetic Wealth Investment Advisors LLC 9,244 $460,166

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 4 Increased 0 Reduced 2 Sold out 0 Unchanged 0
Showing 6 of 6
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC LMBS $6,829,318 35.33% 137,190
Kirkwood Financial Services LMBS $6,336,346 32.78% 127,287
Cornerstone Financial Management LLC LMBS $3,991,011 20.65% 80,173
CARLSON FINANCIAL, INC. LMBS $1,633,829 8.45% 32,821
Kinetic Wealth Investment Advisors LLC LMBS $460,166 2.38% 9,244
TUCKER ASSET MANAGEMENT LLC LMBS $79,847 0.41% 1,604