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
George McBlane@Central Pacific Bank - Trust Division
Recent Activity
Decreased -37.95%
0.23%
$1.726M
35,460 shares@ 48.67 avg price
Lianna Figueroa@First Hawaiian Bank
Recent Activity
Decreased -27.76%
0.06%
$1.582M
32,507 shares@ 48.68 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Decreased -14.94%
0.02%
$523,689
10,760 shares@ 48.67 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Decreased -15.49%
0.03%
$490,845
10,085 shares@ 48.68 avg price
Theresa Fanning@Clarus Wealth Advisors
Recent Activity
Decreased -1.89%
0.2%
$400,056
8,267 shares@ 48.4 avg price
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
Decreased -1.36%
0.05%
$358,183
7,359 shares@ 48.68 avg price
Stephanie West@Capital Market Strategies Llc
Recent Activity
Decreased -17.51%
0.19%
$328,047
6,740 shares@ 48.68 avg price
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
Decreased -2.16%
0.17%
$327,070
6,720 shares@ 48.68 avg price
Richard A. Flora@Key Client Fiduciary Advisors, Llc
Recent Activity
Decreased -13.66%
0.15%
$318,302
6,540 shares@ 48.68 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -1.43%
0.03%
$310,327
6,376 shares@ 48.68 avg price