FIRST TRUST LOW DURATION OPP (LMBS) Institutional Ownership Changes & 13F Activity

FIRST TRUST LOW DURATION OPP (LMBS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Jones Financial Companies Lllp, Citadel Advisors Llc, &Partners, and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Talon Private Wealth, LlcBuy+618+14.4%4,898$243.82KQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcBuy+57,764+12.9%504,821$25.13MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+137,190137,190$6.83MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcSell-1,134-1.4%80,173$3.99MQ2 2026Aug 28, 2026
West Michigan Advisors, LlcBuy+974+14.0%7,917$394.13KQ2 2026Aug 21, 2026
Clifford Swan Investment Counsel LlcBuy+11,798+4.0%303,619$15.11MQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupSell-2,722-23.5%8,885$442.32KQ2 2026Aug 20, 2026
Kingsview Wealth Management, LlcBuy+20,824+64.9%52,886$2.63MQ2 2026Aug 19, 2026
Archer Investment CorpSell-722-12.1%5,240$260.84KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-1,043-9.5%9,990$497.30KQ2 2026Aug 18, 2026
Centaurus Financial, Inc.Buy+14,704+71.4%35,285$1.76MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-11,648-10.0%105,087$5.23MQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcBuy+4,0884,088$203.52KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-556-5.6%9,378$465.73KQ2 2026Aug 17, 2026
Strive Financial Group ,LlcBuy+66$299.00Q2 2026Aug 17, 2026
Raymond James Financial IncBuy+168,563+4.1%4,275,132$212.82MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+156,214+24.3%799,678$39.84MQ2 2026Aug 14, 2026
&PartnersBuy+123,379+31.0%521,063$25.94MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+115,402+3.6%3,358,268$167.17MQ2 2026Aug 14, 2026
Coppell Advisory Solutions LlcBuy+98,40898,408$73.76KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+82,672+95.1%169,635$8.44MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+78,997+57.0%217,699$10.84MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-75,597-1.3%5,707,317$284.11MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+69,723+10.1%762,206$37.95MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+65,567+15.7%482,534$24.02MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+60,927+58.5%165,085$8.22MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+29,210+1.5%2,030,760$101.09MQ2 2026Aug 14, 2026
Per Stirling Capital Management, Llc.Buy+26,507+11.3%261,396$13.01MQ2 2026Aug 14, 2026
Mutual Advisors, LlcSell-25,577-15.1%143,639$7.15MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+23,01623,016$1.15MQ2 2026Aug 14, 2026
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Frequently asked questions about LMBS activity

  • Which institutional owners are buying LMBS?

    Institutional owners buying LMBS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in LMBS activity?

    "Buy" means an investor increased their reported position in LMBS compared to the prior reporting period. This reflects growing exposure to FIRST TRUST LOW DURATION OPP (LMBS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in LMBS increasing?

    Institutional interest in LMBS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.