First Trust Low Duration OPP ETF (LMBS): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow LMBS for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 459

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$49.78

-0.1% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of LMBS (all 13F filers)

Morgan Stanley15.7 MBank or trading desk+397 K
LPL Financial13.7 MWealth adviser+1.4 M
Wells Fargo5.7 MBank or trading desk−76 K
UBS Group5.0 MBank or trading desk+227 K
Raymond James Financial4.3 MWealth adviser+169 K
Royal Bank of Canada3.4 MBank or trading desk+115 K
Cetera Investment Advisers2.7 MWealth adviser+186 K
HighTower Advisors2.1 MWealth adviser+241 K
Bank of America2.0 MBank or trading desk+29 K
First Trust Advisors1.8 MInvestment firm+300 K

Filer	Type
Morgan Stanley	Bank or trading desk	15.7 M	+397 K	$784M
LPL Financial	Wealth adviser	13.7 M	+1.4 M	$684M
Wells Fargo	Bank or trading desk	5.7 M	−76 K	$284M
UBS Group	Bank or trading desk	5.0 M	+227 K	$247M
Raymond James Financial	Wealth adviser	4.3 M	+169 K	$213M
Royal Bank of Canada	Bank or trading desk	3.4 M	+115 K	$167M
Cetera Investment Advisers	Wealth adviser	2.7 M	+186 K	$136M
HighTower Advisors	Wealth adviser	2.1 M	+241 K	$105M
Bank of America	Bank or trading desk	2.0 M	+29 K	$101M
First Trust Advisors	Investment firm	1.8 M	+300 K	$90.6M

Morgan Stanley
Shares
15.7 M
Change
+397 K
See more
Type
Bank or trading desk
Value
$784M
LPL Financial
Shares
13.7 M
Change
+1.4 M
See more
Type
Wealth adviser
Value
$684M
Wells Fargo
Shares
5.7 M
Change
−76 K
See more
Type
Bank or trading desk
Value
$284M
UBS Group
Shares
5.0 M
Change
+227 K
See more
Type
Bank or trading desk
Value
$247M
Raymond James Financial
Shares
4.3 M
Change
+169 K
See more
Type
Wealth adviser
Value
$213M
Royal Bank of Canada
Shares
3.4 M
Change
+115 K
See more
Type
Bank or trading desk
Value
$167M
Cetera Investment Advisers
Shares
2.7 M
Change
+186 K
See more
Type
Wealth adviser
Value
$136M
HighTower Advisors
Shares
2.1 M
Change
+241 K
See more
Type
Wealth adviser
Value
$105M
Bank of America
Shares
2.0 M
Change
+29 K
See more
Type
Bank or trading desk
Value
$101M
First Trust Advisors
Shares
1.8 M
Change
+300 K
See more
Type
Investment firm
Value
$90.6M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗