First Trust Low Duration Opportunities ETF $LMBS is Clearwater Capital Advisors LLC’s 8th Largest Position

Posted by Francis Steltz on May 25th, 2026

Clearwater Capital Advisors LLC grew its position in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 5.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 852,617 shares of the company’s stock after purchasing an additional 45,664 shares during the period. First Trust Low Duration Opportunities ETF comprises about 3.6% of Clearwater Capital Advisors LLC’s portfolio, making the stock its 8th largest position. Clearwater Capital Advisors LLC’s holdings in First Trust Low Duration Opportunities ETF were worth $42,622,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. TrueWealth Advisors LLC raised its holdings in shares of First Trust Low Duration Opportunities ETF by 3.7% in the fourth quarter. TrueWealth Advisors LLC now owns 5,797 shares of the company’s stock valued at $290,000 after purchasing an additional 209 shares during the last quarter. Condor Capital Management raised its holdings in shares of First Trust Low Duration Opportunities ETF by 0.4% in the third quarter. Condor Capital Management now owns 50,896 shares of the company’s stock valued at $2,534,000 after purchasing an additional 228 shares during the last quarter. Lion Street Advisors LLC raised its holdings in shares of First Trust Low Duration Opportunities ETF by 5.7% in the third quarter. Lion Street Advisors LLC now owns 4,398 shares of the company’s stock valued at $222,000 after purchasing an additional 236 shares during the last quarter. Valley Financial Group Inc. raised its holdings in shares of First Trust Low Duration Opportunities ETF by 1.9% in the third quarter. Valley Financial Group Inc. now owns 13,324 shares of the company’s stock valued at $663,000 after purchasing an additional 246 shares during the last quarter. Finally, Koshinski Asset Management Inc. raised its holdings in shares of First Trust Low Duration Opportunities ETF by 5.5% in the third quarter. Koshinski Asset Management Inc. now owns 5,870 shares of the company’s stock valued at $292,000 after purchasing an additional 307 shares during the last quarter.

First Trust Low Duration Opportunities ETF Stock Performance

Shares of LMBS stock opened at $49.66 on Monday. The firm has a 50-day moving average of $49.92 and a 200-day moving average of $50.04. First Trust Low Duration Opportunities ETF has a one year low of $47.87 and a one year high of $51.98.

First Trust Low Duration Opportunities ETF Dividend Announcement

The business also recently declared a monthly dividend, which will be paid on Friday, May 29th. Investors of record on Thursday, May 21st will be given a dividend of $0.17 per share. The ex-dividend date is Thursday, May 21st. This represents a c) annualized dividend and a yield of 4.1%.

First Trust Low Duration Opportunities ETF 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.