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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 15.7% – 35.3%
+19.4 pts
Top 5
99.6%
Sep 2023 → Jun 2026 · range 43.3% – 99.6%
+55.6 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 54.4% – 100.0%
+44.4 pts
HHI
2,826
Sep 2023 → Jun 2026 · range 542 – 2,826
Highly concentrated+2,277

Quarterly Activity

vs Mar 31, 2026
New
4
Increased
0
Decreased
2
Sold Out
439
Unchanged
0
Holder count: -435
Institutional value: -99.6%
Shares held: -99.6%

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
Institution Previously Held Last Value (USD) Open
MORGAN STANLEY 15,352,826 $764,724,262
LPL Financial LLC 12,336,806 $614,496,306
WELLS FARGO & COMPANY/MN 5,782,914 $288,046,945
UBS Group AG 4,736,195 $235,909,872
RAYMOND JAMES FINANCIAL INC 4,106,569 $204,548,200
Filter: New 4 Increased 0 Reduced 2 Sold out 439 Unchanged 0
Showing 6 of 6
All Common Calls Puts
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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