FIRST TRUST LOW DURATION OPP LMBS
$49.74
+0.1% 52w: $47.03 – $49.81
Latest 13F among current holders filed 10 days ago (Jun 25, 2026)
Price — last 12 months
research preview data47.0348.4249.81
Jun 20, 2025 Jul 2, 2026
Institutional holders
440
+10 QoQ
13F value
$4.80B
+6.7% QoQ
Smart-money holders
8
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$250K calls / — puts
Institutional value by quarter
Number of holders
Who owns LMBS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 15.4M | $764.7M | 0.0% | +8.5% |
| LPL Financial LLC | Bank broker | 12.3M | $614.5M | 0.2% | +7.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 5.8M | $288.0M | 0.1% | +4.7% |
| UBS Group AG | Bank broker | 4.7M | $235.9M | 0.0% | +2.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 4.1M | $204.5M | 0.1% | +1.0% |
| ROYAL BANK OF CANADA | Bank broker | 3.2M | $161.5M | 0.0% | +13.0% |
| Cetera Investment Advisers | Wealth advisor | 2.6M | $127.1M | 0.1% | +7.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.0M | $99.7M | 0.0% | +11.9% |
| HighTower Advisors, LLC | Diversified mechanical | 1.9M | $93.2M | 0.1% | +28.6% |
| FIRST TRUST ADVISORS LP | Index provider | 1.5M | $75.8M | 0.1% | +15.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.5M | $72.7M | 0.1% | +24.1% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 1.4M | $71.0M | 0.8% | +18.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.2M | $60.9M | 0.0% | +16.8% |
| Berger Financial Group, Inc | Wealth advisor | 1.1M | $56.2M | 3.1% | +6.9% |
| Clearwater Capital Advisors, LLC | Wealth advisor | 909.1K | $45.3M | 3.7% | +6.6% |
| Harvest Investment Services, LLC | Other | 895.7K | $44.6M | 8.2% | +21.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 882.3K | $43.9M | 0.0% | +7.7% |
| Csenge Advisory Group | Wealth advisor | 833.5K | $41.5M | 1.9% | +1.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 740.9K | $36.9M | 0.1% | +33.4% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 730.6K | $36.4M | 0.6% | +38.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 706.9K | $35.2M | 0.0% | -3.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 692.5K | $34.5M | 0.1% | +2.9% |
| ASSETMARK, INC | Wealth advisor | 657.3K | $32.7M | 0.1% | +7.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 643.5K | $31.9M | 0.0% | +68.2% |
| Aaron Wealth Advisors LLC | Other | 610.2K | $30.4M | 1.8% | +33.1% |
| Private Advisor Group, LLC | Wealth advisor | 584.4K | $29.1M | 0.1% | +7.2% |
| Trilogy Capital Inc. | Wealth advisor | 558.0K | $27.8M | 1.2% | +13.7% |
| Prospera Financial Services Inc | Diversified mechanical | 536.7K | $26.7M | 0.4% | +23.5% |
| Heck Capital Advisors, LLC | Wealth advisor | 528.4K | $26.3M | 2.0% | -0.5% |
| Baird Financial Group, Inc. | Diversified mechanical | 514.9K | $25.6M | 0.0% | -7.1% |
| CWM, LLC | Wealth advisor | 483.1K | $24.1M | 0.1% | +23.9% |
| Brookstone Capital Management | Wealth advisor | 452.6K | $22.5M | 0.3% | 0.0% |
| Integrated Wealth Concepts LLC | Wealth advisor | 447.1K | $22.3M | 0.2% | +39.0% |
| SEARCY FINANCIAL SERVICES INC /ADV | Wealth advisor | 437.1K | $21.8M | 8.1% | +3.5% |
| Cerity Partners LLC | Diversified mechanical | 435.7K | $21.7M | 0.0% | +0.1% |
| Walkner Condon Financial Advisors LLC | Wealth advisor | 434.8K | $21.7M | 2.9% | +3.3% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 417.0K | $20.8M | 0.2% | -25.7% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 405.8K | $20.2M | 0.2% | +7.8% |
| &PARTNERS | Diversified mechanical | 397.7K | $19.8M | 0.1% | -1.4% |
| INSPIRION WEALTH ADVISORS, LLC | Wealth advisor | 395.6K | $19.7M | 2.5% | -3.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 389.8K | $19.4M | 0.1% | +21.4% |
| London & Capital Asset Management Ltd ★2 | Fundamental diversified | 379.4K | $18.9M | 0.2% | +4.6% |
| Independent Advisor Alliance | Wealth advisor | 374.7K | $18.7M | 0.2% | +246.5% |
| Carrera Capital Advisors | Wealth advisor | 354.0K | $17.6M | 2.7% | +86.8% |
| American Financial Advisors, LLC | Wealth advisor | 343.8K | $17.1M | 2.3% | -0.3% |
| TL Private Wealth | Wealth advisor | 337.1K | $16.9M | 6.7% | +1.3% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 318.4K | $15.9M | 0.0% | +1.4% |
| Clear Creek Financial Management, LLC | Wealth advisor | 316.3K | $15.8M | 1.2% | +7.6% |
| Fairvoy Private Wealth, LLC | Wealth advisor | 315.4K | $15.7M | 3.7% | +5.6% |
| TD Capital Management LLC | Wealth advisor | 314.9K | $15.7M | 1.4% | +2.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.