FIRST TRUST LOW DURATION OPP (LMBS) Institutional Shareholders
FIRST TRUST LOW DURATION OPP (LMBS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.90B in LMBS holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of LMBS tracked by InsiderSet, reporting ownership valued at approximately $784.00M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $782.51M, representing an estimated loss of -0.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed LMBS value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FIRST TRUST LOW DURATION OPP (LMBS).
This page ranks the largest institutional LMBS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
450
Total Reported Value
$4.90B
Largest Holder
Morgan Stanley
Largest Position
$784.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.04% | 15,749,351 | $784,002,726 | $782,506,504 | -$1,496,222 | -0.19% | |
| Lpl Financial Llc | 0.15% | 13,749,810 | $684,465,470 | $683,159,310 | -$1,306,160 | -0.19% | |
| Wells Fargo & Company/Mn | 0.05% | 5,707,317 | $284,110,228 | $283,568,045 | -$542,183 | -0.19% | |
| Ubs Group Ag | 0.04% | 4,963,253 | $247,070,735 | $246,599,225 | -$471,510 | -0.19% | |
| Raymond James Financial Inc | 0.06% | 4,275,132 | $212,816,052 | $212,409,933 | -$406,119 | -0.19% | |
| Royal Bank Of Canada | 0.03% | 3,358,268 | $167,174,000 | $166,855,546 | -$318,454 | -0.19% | |
| Cetera Investment Advisers | 0.12% | 2,737,725 | $136,283,898 | $136,023,867 | -$260,031 | -0.19% | |
| Hightower Advisors, Llc | 0.10% | 2,112,029 | $105,136,799 | $104,936,161 | -$200,638 | -0.19% | |
| Bank Of America Corp | 0.01% | 2,030,760 | $101,091,257 | $100,898,311 | -$192,946 | -0.19% | |
| First Trust Advisors Lp | 0.05% | 1,820,529 | $90,625,949 | $90,452,983 | -$172,966 | -0.19% | |
| Commonwealth Equity Services, Llc | 0.10% | 1,533,711 | $76,348,157 | $76,202,431 | -$145,726 | -0.19% | |
| Concurrent Investment Advisors, Llc | 0.56% | 1,315,350 | $65,478,153 | $65,353,165 | -$124,988 | -0.19% | |
| Berger Financial Group, Inc | 2.90% | 1,139,455 | $56,722,077 | $56,613,822 | -$108,255 | -0.19% | |
| Envestnet Asset Management Inc | 0.01% | 1,019,474 | $50,749,408 | $50,652,566 | -$96,842 | -0.19% | |
| Clearwater Capital Advisors, Llc | 3.47% | 952,240 | $47,402,493 | $47,312,044 | -$90,449 | -0.19% | |
| Harvest Investment Services, Llc | 6.94% | 902,106 | $44,906,826 | $44,821,137 | -$85,689 | -0.19% | |
| Csenge Advisory Group | 1.83% | 901,794 | $44,891,316 | $44,805,635 | -$85,681 | -0.19% | |
| Integrated Wealth Concepts Llc | 0.20% | 823,390 | $40,988,279 | $40,910,132 | -$78,147 | -0.19% | |
| Jones Financial Companies Lllp | 0.02% | 799,678 | $39,835,956 | $39,732,001 | -$103,955 | -0.26% | |
| Osaic Holdings, Inc. | 0.04% | 762,206 | $37,953,681 | $37,870,205 | -$83,476 | -0.22% | |
| Harbour Investments, Inc. | 0.48% | 718,902 | $35,786,936 | $35,718,646 | -$68,290 | -0.19% | |
| Stifel Financial Corp | 0.03% | 678,374 | $33,769,275 | $33,705,012 | -$64,263 | -0.19% | |
| Assetmark, Inc | 0.06% | 643,298 | $32,023,395 | $31,962,261 | -$61,134 | -0.19% | |
| Aaron Wealth Advisors Llc | 1.57% | 619,993 | $30,863,261 | $30,804,352 | -$58,909 | -0.19% | |
| Trilogy Capital Inc. | 1.12% | 574,767 | $28,611,923 | $28,557,298 | -$54,625 | -0.19% | |
| Private Advisor Group, Llc | 0.13% | 569,240 | $28,336,755 | $28,282,689 | -$54,066 | -0.19% | |
| Heck Capital Advisors, Llc | 1.66% | 559,940 | $27,873,824 | $27,820,619 | -$53,205 | -0.19% | |
| Prospera Financial Services Inc | 0.38% | 524,477 | $26,110,418 | $26,058,640 | -$51,778 | -0.20% | |
| &Partners | 0.11% | 521,063 | $25,938,346 | $25,889,015 | -$49,331 | -0.19% | |
| Cwm, Llc | 0.06% | 483,115 | $24,063,981 | $24,003,569 | -$60,412 | -0.25% | |
| Vestmark Advisory Solutions, Inc. | 0.23% | 482,534 | $24,020,524 | $23,974,702 | -$45,822 | -0.19% | |
| Walkner Condon Financial Advisors Llc | 2.71% | 471,806 | $23,486,498 | $23,441,681 | -$44,817 | -0.19% | |
| Baird Financial Group, Inc. | 0.03% | 469,054 | $23,349,508 | $23,304,948 | -$44,560 | -0.19% | |
| London & Capital Asset Management Ltd | 0.21% | 455,785 | $22,682,140 | $22,645,678 | -$36,462 | -0.16% | |
| Brookstone Capital Management | 0.22% | 448,829 | $22,342,687 | $22,300,069 | -$42,618 | -0.19% | |
| Cerity Partners Llc | 0.03% | 423,154 | $21,064,606 | $21,024,406 | -$40,200 | -0.19% | |
| Searcy Financial Services Inc | 7.04% | 421,868 | $21,000,596 | $20,960,512 | -$40,084 | -0.19% | |
| Inspirion Wealth Advisors, Llc | 2.39% | 420,465 | $20,888,702 | $20,890,804 | +$2,102 | +0.01% | |
| Newedge Advisors, Llc | 0.06% | 403,638 | $20,093,085 | $20,054,754 | -$38,331 | -0.19% | |
| Carrera Capital Advisors | 2.76% | 373,946 | $18,615,016 | $18,579,507 | -$35,509 | -0.19% | |
| Kestra Private Wealth Services, Llc | 0.19% | 352,904 | $17,567,543 | $17,534,035 | -$33,508 | -0.19% | |
| Tl Private Wealth | 6.39% | 351,110 | $17,411,534 | $17,444,900 | +$33,366 | +0.19% | |
| Td Capital Management Llc | 1.41% | 346,384 | $17,242,976 | $17,210,089 | -$32,887 | -0.19% | |
| American Financial Advisors, Llc | 2.05% | 341,860 | $17,017,805 | $16,985,314 | -$32,491 | -0.19% | |
| Fairvoy Private Wealth, Llc | 3.38% | 336,370 | $16,744,519 | $16,712,543 | -$31,976 | -0.19% | |
| Rockefeller Capital Management L.P. | 0.03% | 332,148 | $16,534,369 | $16,502,773 | -$31,596 | -0.19% | |
| Truist Financial Corp | 0.02% | 327,531 | $16,304,488 | $16,273,378 | -$31,110 | -0.19% | |
| Prism Advisors, Inc. | 3.83% | 316,571 | $15,758,899 | $15,728,830 | -$30,069 | -0.19% | |
| Clear Creek Financial Management, Llc | 1.00% | 313,206 | $15,591,398 | $15,561,640 | -$29,758 | -0.19% | |
| Kestra Advisory Services, Llc | 0.05% | 305,911 | $15,228,254 | $15,199,188 | -$29,066 | -0.19% |
Frequently asked questions about LMBS
Who owns the most LMBS stock?
The largest holders of LMBS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST LOW DURATION OPP (LMBS).
Is LMBS widely held by superinvestors?
Many widely followed stocks like LMBS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly LMBS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.