Who owns First Trust Low Duration Opportunities ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of LMBS from SEC Form 13F filings across 458 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 458 institutions disclosed 100.9M shares of First Trust Low Duration Opportunities ETF worth $5.02B — about 78.7% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
458
13F holders
$5.02B
value, 2026 filers
78.7%
of shares outstanding (100.9M sh)
55
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of LMBS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 15.7M | $784.0M | 0.0% | 12.3% | +2.6% |
| 2 | LPL Financial LLC | 13.7M | $684.5M | 0.2% | 10.7% | +11.5% |
| 3 | WELLS FARGO & COMPANY/MN | 5.7M | $284.1M | 0.0% | 4.5% | -1.3% |
| 4 | UBS Group AG | 5.0M | $247.1M | 0.0% | 3.9% | +4.8% |
| 5 | RAYMOND JAMES FINANCIAL INC | 4.3M | $212.8M | 0.1% | 3.3% | +4.1% |
| 6 | ROYAL BANK OF CANADA | 3.4M | $167.2M | 0.0% | 2.6% | +3.6% |
| 7 | Cetera Investment Advisers | 2.7M | $136.3M | 0.1% | 2.1% | +7.3% |
| 8 | HighTower Advisors, LLC | 2.1M | $105.1M | 0.1% | 1.6% | +12.9% |
| 9 | BANK OF AMERICA CORP /DE/ | 2.0M | $101.1M | 0.0% | 1.6% | +1.5% |
| 10 | FIRST TRUST ADVISORS LP | 1.8M | $90.6M | 0.1% | 1.4% | +19.7% |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 1.5M | $76.3M | 0.1% | 1.2% | +5.1% |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.4M | $67.3M | 0.0% | 1.1% | +10.6% |
| 13 | Concurrent Investment Advisors, LLC | 1.3M | $65.5M | 0.6% | 1% | -7.7% |
| 14 | Berger Financial Group, Inc | 1.1M | $56.7M | 2.9% | 0.9% | +1.0% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 1.0M | $50.7M | 0.0% | 0.8% | +15.5% |
| 16 | Clearwater Capital Advisors, LLC | 952,240 | $47.4M | 3.5% | 0.7% | +4.7% |
| 17 | Harvest Investment Services, LLC | 902,106 | $44.9M | 6.9% | 0.7% | +0.7% |
| 18 | Csenge Advisory Group | 901,794 | $44.9M | 1.8% | 0.7% | +8.2% |
| 19 | JONES FINANCIAL COMPANIES LLLP | 799,678 | $39.8M | 0.0% | 0.6% | +24.3% |
| 20 | OSAIC HOLDINGS, INC. | 762,206 | $38.0M | 0.0% | 0.6% | +10.1% |
| 21 | Cambridge Investment Research Advisors, Inc. | 749,561 | $37.3M | 0.1% | 0.6% | +1.2% |
| 22 | HARBOUR INVESTMENTS, INC. | 718,902 | $35.8M | 0.5% | 0.6% | -1.6% |
| 23 | STIFEL FINANCIAL CORP | 678,374 | $33.8M | 0.0% | 0.5% | -4.0% |
| 24 | ASSETMARK, INC | 643,298 | $32.0M | 0.1% | 0.5% | -2.1% |
| 25 | Aaron Wealth Advisors LLC | 619,993 | $30.9M | 1.6% | 0.5% | +1.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.