First Trust Low Duration Opportunities ETF (NASDAQ:LMBS) Shares Bought by Triumph Capital Management

Posted by Brenda Bartman on Apr 30th, 2025

Triumph Capital Management lifted its stake in shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 156.6% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 106,550 shares of the company’s stock after purchasing an additional 65,024 shares during the period. First Trust Low Duration Opportunities ETF comprises approximately 1.8% of Triumph Capital Management’s portfolio, making the stock its 11th largest holding. Triumph Capital Management’s holdings in First Trust Low Duration Opportunities ETF were worth $5,186,000 as of its most recent filing with the SEC.

A number of other large investors have also recently made changes to their positions in the company. Claro Advisors LLC boosted its position in shares of First Trust Low Duration Opportunities ETF by 2.9% during the 4th quarter. Claro Advisors LLC now owns 8,861 shares of the company’s stock worth $431,000 after acquiring an additional 249 shares in the last quarter. Riggs Asset Managment Co. Inc. boosted its holdings in First Trust Low Duration Opportunities ETF by 16.2% in the fourth quarter. Riggs Asset Managment Co. Inc. now owns 1,793 shares of the company’s stock valued at $87,000 after purchasing an additional 250 shares in the last quarter. Proactive Wealth Strategies LLC increased its stake in First Trust Low Duration Opportunities ETF by 10.8% in the fourth quarter. Proactive Wealth Strategies LLC now owns 4,551 shares of the company’s stock valued at $222,000 after purchasing an additional 444 shares during the last quarter. Harbor Investment Advisory LLC increased its stake in First Trust Low Duration Opportunities ETF by 20.1% in the fourth quarter. Harbor Investment Advisory LLC now owns 2,746 shares of the company’s stock valued at $134,000 after purchasing an additional 459 shares during the last quarter. Finally, Capital CS Group LLC raised its holdings in First Trust Low Duration Opportunities ETF by 6.2% during the fourth quarter. Capital CS Group LLC now owns 8,085 shares of the company’s stock worth $393,000 after purchasing an additional 469 shares in the last quarter.

First Trust Low Duration Opportunities ETF Stock Performance

Shares of First Trust Low Duration Opportunities ETF stock opened at $49.08 on Wednesday. The company has a fifty day simple moving average of $49.00 and a 200-day simple moving average of $48.83. First Trust Low Duration Opportunities ETF has a 12-month low of $45.06 and a 12-month high of $51.49.

First Trust Low Duration Opportunities ETF Announces Dividend

The business also recently disclosed a monthly dividend, which will be paid on Wednesday, April 30th. Shareholders of record on Tuesday, April 22nd will be paid a $0.17 dividend. The ex-dividend date of this dividend is Tuesday, April 22nd. This represents a $2.04 annualized dividend and a yield of 4.16%.

First Trust Low Duration Opportunities ETF Company Profile

(Free Report)

The First Trust Low Duration Opportunities ETF (LMBS) is an exchange-traded fund that is based on the Bloomberg U.S. MBS index. The fund is an actively managed fund that invests in a variety of mortgage-backed securities with target duration of less than 3 years. LMBS was launched on Nov 4, 2014 and is managed by First Trust.