LMBS

First Trust Low Duration Opp

Latest period2024 - Q4Total superinvestors63

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, 63 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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
John Fales@Searcy Financial Services Inc Adv
Recent Activity
Increased 6.16%
8.56%
$18.523M
380,588 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
Teresa Burch@Atwood & Palmer Inc
Recent Activity
Increased 18.12%
0.9%
$13.133M
269,846 shares@ 48.68 avg price
D. Patrick Franklin@First International Bank & Trust
Recent Activity
Increased 7.96%
3.33%
$10.269M
210,988 shares@ 48.68 avg price
Timothy Monaco@Mra Advisory Group
Recent Activity
Increased 3.16%
5.19%
$9.791M
201,170 shares@ 48.67 avg price
David Seiglie@Grove Bank & Trust
Recent Activity
Increased 2.68%
0.97%
$6.929M
142,358 shares@ 48.68 avg price
Becki Goebel@Tcp Asset Management, Llc
Recent Activity
Increased 4.29%
1.52%
$6.859M
140,936 shares@ 48.67 avg price
Randall Eli Joseph@Secure Asset Management, Llc
Recent Activity
Increased 21.08%
0.89%
$5.844M
120,064 shares@ 48.67 avg price
Cassandra Kirby@Braun-bostich & Associates Inc.
Recent Activity
Increased 4.7%
2.96%
$4.101M
84,257 shares@ 48.67 avg price
Jeffrey Dominguez@Dominguez Wealth Management Solutions, Inc.
Recent Activity
Increased 0.31%
2.22%
$3.04M
62,452 shares@ 48.68 avg price