LMBS

First Trust Low Duration Opp

+$294.2M

Net Activity

Institutions Holding

440

Popularity Rank

#1293

Avg Weight

0.56%

Total Value

$4.8B

Ownership Trend

440 institutions currently hold LMBS, with 260 net buyers and 169 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

169

Net Buying Institutions

260

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$764.7M
LF
LPL Financial LLC
$614.5M
WF
Wells Fargo & Company/mn
$288.0M
UG
UBS Group AG
$235.9M
RJ
Raymond James Financial INC
$204.5M

Top 5 by Conviction

HI
Harvest Investment Services, LLC
8.16%
SF
Searcy Financial Services INC /adv
8.07%
TP
TL Private Wealth
6.65%
PA
Prism Advisors, Inc.
4.14%
FP
Fairvoy Private Wealth, LLC
3.75%
View all 440 holding institutions

Quarterly Activity

Recent Activity

+$4.6B

Total Buy Value

$669.7M

Total Sell Value

New buy44
Trim138
Add216
Sold out31

260

Net Buyers

169

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FIRST TRUST LOW DURATION OPP (LMBS)?
Major stakeholders currently include Morgan Stanley ($764.7M), LPL Financial LLC ($614.5M), Wells Fargo & Company/mn ($288.0M). Based on the latest 13F filings, there are a total of 440 tracked investment funds and institutions maintaining positions in LMBS.
What is the overall institutional sentiment toward LMBS recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $294.2M, driven by 260 managers accumulating shares while 169 reduced their exposure.
Which institutions have been selling or reducing their LMBS positions?
In the latest period, 138 funds trimmed their holdings, and 31 managers completely exited their positions. The aggregate reported sell value was $669.7M.
Are there any notable investors adding LMBS to their portfolios?
Yes, buying activity remains notable. 44 institutions opened new positions in {ticker}, and 216 existing holders added to their shares. The total reported buy value for the quarter amounted to $4.6B.

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