LMBS

First Trust Low Duration Opp

Latest period2026 - Q1Total superinvestors441

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 441 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
Claire Gordon@Morgan Stanley
Recent Activity
Increased 8.5%
0.05%
$764.724M
15.353M shares@ 49.82 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 7.18%
0.17%
$614.496M
12.337M shares@ 49.81 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Increased 4.73%
0.06%
$288.047M
5.783M shares@ 49.81 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Increased 2.71%
0.04%
$235.91M
4.736M shares@ 49.82 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 0.98%
0.07%
$204.548M
4.107M shares@ 49.81 avg price
Terry Fallon@Royal Bank Of Canada
Recent Activity
Increased 12.99%
0.03%
$161.527M
3.243M shares@ 49.81 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 7.22%
0.14%
$127.102M
2.552M shares@ 49.82 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 11.87%
0.01%
$99.697M
2.002M shares@ 49.82 avg price
Gary Davis, Jr.@Hightower Advisors, Llc
Recent Activity
Increased 28.65%
0.1%
$93.176M
1.871M shares@ 49.82 avg price
Kelly Dehler@First Trust Advisors Lp
Recent Activity
Increased 15.1%
0.06%
$75.755M
1.521M shares@ 49.82 avg price

1-10 of 441