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
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 31.47%
0.08%
$2.542M
52,204 shares@ 48.71 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 13.36%
0.03%
$2.314M
47,545 shares@ 48.67 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Increased 35.46%
1.72%
$2.298M
47,220 shares@ 48.67 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Increased 8.85%
0.19%
$2.209M
45,381 shares@ 48.67 avg price
John Chandler@City Holding Co
Recent Activity
Increased 2.08%
0.29%
$2.006M
41,228 shares@ 48.66 avg price
Kim Smith@Columbia Advisory Partners Llc
Recent Activity
Increased 5.8%
1.21%
$1.296M
26,636 shares@ 48.67 avg price
FRANK TABAR@Farmers & Merchants Trust Co Of Long Beach
Recent Activity
Increased 4.26%
0.22%
$863,307
17,738 shares@ 48.67 avg price
Alex Butters@Towerpoint Wealth, Llc
Recent Activity
Increased 2.91%
0.4%
$811,933
16,682 shares@ 48.68 avg price
Thomas Anderton@626 Financial, Llc
Recent Activity
Increased 3.1%
0.43%
$785,359
16,136 shares@ 48.68 avg price
Patrick W McNulty@Ballew Advisors, Inc
Recent Activity
Increased 0.31%
0.47%
$724,047
14,963 shares@ 48.39 avg price