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
D. Patrick Franklin@First International Bank & Trust
Recent Activity
Increased 7.96%
3.33%
$10.269M
210,988 shares@ 48.68 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -4.01%
0.35%
$10.059M
206,671 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
Claudia Saia@Friedenthal Financial
Recent Activity
Decreased -60.35%
1.64%
$2.794M
57,415 shares@ 48.68 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 31.47%
0.08%
$2.542M
52,204 shares@ 48.71 avg price