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
Jackson O'Connor@O'connor Financial Group Llc
Recent Activity
Increased 1.04%
0.29%
$554,352
11,390 shares@ 48.68 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Increased 2.9%
0.06%
$431,265
8,861 shares@ 48.68 avg price
Jessica McConnell@Capital Cs Group, Llc
Recent Activity
Increased 6.16%
0.52%
$393,494
8,085 shares@ 48.67 avg price
John Taylor-Jones@Private Client Services, Llc
Recent Activity
Increased 9.51%
0.21%
$384,639
7,903 shares@ 48.67 avg price
Catherine Walker@Pinnacle Bancorp, Inc.
Recent Activity
Increased 2.17%
0.06%
$160,416
3,296 shares@ 48.67 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
Increased 20.07%
0.02%
$133,648
2,746 shares@ 48.68 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 8.17%
0.01%
$68,333
1,404 shares@ 48.68 avg price