LMBS

First Trust Low Duration Opp

Latest period2024 - Q4Total superinvestors56

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, 56 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
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -1.51%
0.33%
$22.648M
465,344 shares@ 48.67 avg price
Noah Seidenberg@Inspirion Wealth Advisors, Llc
Recent Activity
Decreased -2.48%
2.81%
$20.063M
414,101 shares@ 48.46 avg price
John Fales@Searcy Financial Services Inc Adv
Recent Activity
Increased 6.16%
8.56%
$18.523M
380,588 shares@ 48.68 avg price
Brad Little@Tl Private Wealth
Recent Activity
Decreased -1.39%
6.55%
$14.626M
301,265 shares@ 48.56 avg price
Teresa Burch@Atwood & Palmer Inc
Recent Activity
Increased 18.12%
0.9%
$13.133M
269,846 shares@ 48.68 avg price
Bill Andrakakos@Aaron Wealth Advisors Llc
Recent Activity
Decreased -5.84%
1.44%
$12.327M
253,270 shares@ 48.68 avg price
Donald E. Hodson@Financial Enhancement Group Llc
Recent Activity
Decreased -43.01%
1.87%
$12.2M
252,120 shares@ 48.4 avg price
Aryn Sands@Ewg Elevate Inc.
Recent Activity
Decreased -36.22%
3.39%
$11.125M
228,577 shares@ 48.67 avg price
Ted S Rich@Rivertree Advisors, Llc
Recent Activity
Decreased -1.74%
7.24%
$11.02M
226,416 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