Who Owns First Trust Low Duration Opportunities ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in First Trust Low Duration Opportunities ETF.
Who crossed 5% of LMBS →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Financial Enhancement Group LLCFST LOW OPPT EFT537.9K sh— | $26.1M |
| INSPIRION WEALTH ADVISORS, LLCFST LOW OPPT EFT427.3K shadded | $20.7M |
| Prism Advisors, Inc.SH BEN INT344.2K shadded | $16.7M |
| SEARCY FINANCIAL SERVICES INC /ADVFST LOW OPPT EFT246.1K shtrimmed | $11.9M |
| Grove Bank & TrustFST LOW OPPT EFT233K shadded | $11.3M |
| Farther Finance Advisors, LLCETF231.3K shadded | $11.2M |
| Wealth Enhancement Trust Services, Inc.FST LOW OPPT EFT222K shadded | $10.8M |
| MRA Advisory GroupFST LOW OPPT EFT170.7K shadded | $8.3M |
| CoreCap Advisors, LLCETF79.3K shadded | $3.8M |
| Dominguez Wealth Management Solutions, Inc.FST LOW OPPT EFT68.7K shadded | $3.3M |
| Wisconsin Wealth Advisors, LLCFST LOW OPPT EFT35.1K shtrimmed | $1.7M |
| Balefire, LLCFST LOW OPPT EFT30.6K shadded | $1.5M |
| ATWOOD & PALMER INCCOM27K shheld | $1.3M |
| TITLEIST ASSET MANAGEMENT, LLCFST LOW OPPT EFT16.7K shadded | $811.5K |
| AVAII WEALTH MANAGEMENT, LLCFST LOW OPPT EFT15K shtrimmed | $725.8K |
| Ballew Advisors, IncFST LOW OPPT EFT12.5K shadded | $605.3K |
| WINEBRENNER CAPITAL MANAGEMENT LLCFST LOW OPPT EFT5.9K shtrimmed | $288.1K |
| TrueWealth Advisors, LLCFST LOW OPPT EFT5.1K shadded | $248.2K |
| Sound Income Strategies, LLCFST LOW OPPT EFT4.4K shtrimmed | $215.9K |
| GILPIN WEALTH MANAGEMENT, LLCFST LOW OPPT EFT3.8K shadded | $182K |
| Go Invest LLCETF384 shtrimmed | $18.6K |
| AMERICAN NATIONAL BANK & TRUSTFST LOW OPPT EFT75 shheld | $3.6K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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