LMBS

First Trust Low Duration Opp

Latest period2026 - Q2Total superinvestors42

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 42 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

SuperinvestorPortfolio %Reported Value
June Adams@Trilogy Capital Inc.
Recent Activity
Increased 3%
1.12%
$28.612M
574,767 shares@ 49.79 avg price
Donna Blamberg@Heck Capital Advisors, Llc
Recent Activity
Increased 5.98%
1.67%
$27.874M
559,940 shares@ 49.79 avg price
Noah Seidenberg@Inspirion Wealth Advisors, Llc
Recent Activity
Increased 6.28%
2.4%
$20.889M
420,465 shares@ 49.69 avg price
Brad Little@Tl Private Wealth
Recent Activity
Increased 4.16%
6.39%
$17.412M
351,110 shares@ 49.59 avg price
Andria Williams@American Financial Advisors, Llc
Recent Activity
Decreased -0.55%
2.05%
$17.018M
341,860 shares@ 49.79 avg price
Emma Seiler@Redhawk Wealth Advisors, Inc.
Recent Activity
Increased 14.4%
1.28%
$12.974M
260,632 shares@ 49.79 avg price
Brenda Bickle@Adamsbrown Wealth Consultants Llc
Recent Activity
Increased 2.54%
2.43%
$12.883M
258,802 shares@ 49.78 avg price
David Seiglie@Grove Bank & Trust
Recent Activity
Increased 5.27%
1.09%
$10.922M
219,414 shares@ 49.79 avg price
Luke Mooi@Centennial Wealth Advisory Llc
Recent Activity
Decreased -30.18%
1.89%
$8.723M
175,229 shares@ 49.78 avg price
Tim Monaco@Mra Advisory Group
Recent Activity
Increased 1.76%
2.68%
$7.378M
148,202 shares@ 49.79 avg price

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