LMBS

First Trust Low Duration Opp

Latest period2024 - Q4Total superinvestors147

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 147 superinvestors own shares of First Trust Low Duration Opp (LMBS), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust Low Duration Opp (LMBS), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with First Trust Low Duration Opp (LMBS) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with First Trust Low Duration Opp (LMBS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
June Adams@Trilogy Capital Inc.
Recent Activity
Decreased -0.36%
1.22%
$23.71M
487,162 shares@ 48.68 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -1.51%
0.33%
$22.648M
465,344 shares@ 48.67 avg price
Noah Seidenberg@Inspirion Wealth Advisors, Llc
Recent Activity
Decreased -2.48%
2.81%
$20.063M
414,101 shares@ 48.46 avg price
Donald L. Chaney@Stephens Inc Ar
Recent Activity
Decreased -9.39%
0.28%
$19.422M
399,053 shares@ 48.68 avg price
John Fales@Searcy Financial Services Inc Adv
Recent Activity
Increased 6.16%
8.56%
$18.523M
380,588 shares@ 48.68 avg price
Paul Botte@Petix & Botte Co
Recent Activity
Decreased -24.41%
4.44%
$16.861M
346,436 shares@ 48.67 avg price
Brad Little@Tl Private Wealth
Recent Activity
Decreased -1.39%
6.55%
$14.626M
301,265 shares@ 48.56 avg price
Stephen Smith@Kestra Private Wealth Services, Llc
Recent Activity
Increased 10.22%
0.25%
$14.601M
299,995 shares@ 48.68 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 17.3%
0.05%
$14.577M
299,503 shares@ 48.68 avg price
Stacey Snow@Prism Advisors, Inc.
Recent Activity
Increased 2.03%
4.17%
$13.895M
285,488 shares@ 48.68 avg price

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