FIRST TRUST LOW DURATION OPP (LMBS) Institutional Ownership and Insiders Activity
FIRST TRUST LOW DURATION OPP (LMBS) is widely held by institutional investors, with 449 firms reporting positions valued at approximately $4.81B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $784.00M in LMBS holdings in its latest filing.
Institutional Holders
449
Total Reported Value
$4.81B
Largest Holder
Morgan Stanley
Largest Position
$784.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
45
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$784.00M
- Lpl Financial Llc$684.47M
- Wells Fargo & Company/Mn$284.11M
- Ubs Group Ag$247.07M
- Raymond James Financial Inc$212.82M
LMBS News
All news- Berger Financial Group Inc Portfolio Shifts in Q2 2026: Strategic ETF Purchases and Technology Sales Observed
Aug 9, 2026 · valut.ai
- Bellevue Asset Management Q2 Portfolio Shifts: Heavy Investments in Tech ETFs
Aug 8, 2026 · valut.ai
- Walkner Condon Financial Advisors Q2 2026 Portfolio Activity: Strategic Shifts and Concentrations
Jul 29, 2026 · valut.ai
- Searcy Financial Services Inc Portfolio Activity in Q2 2026
Jul 22, 2026 · valut.ai
- Pfs Partners Q2 Portfolio Activity: Strategic Buys, Sells & Top Holdings
Jul 22, 2026 · valut.ai
- Fairvoy Private Wealth LLC Activity Report: Q2 2026 Portfolio Changes
Jul 19, 2026 · valut.ai