Clifford Swan Investment Counsel LLC Trims Stake in First Trust Low Duration Opportunities ETF $LMBS

Posted by Stanley Muller on Jun 5th, 2026

Clifford Swan Investment Counsel LLC reduced its holdings in shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 7.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 303,153 shares of the company’s stock after selling 23,616 shares during the period. Clifford Swan Investment Counsel LLC’s holdings in First Trust Low Duration Opportunities ETF were worth $15,155,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the business. TrueWealth Advisors LLC increased its holdings in First Trust Low Duration Opportunities ETF by 3.7% during the fourth quarter. TrueWealth Advisors LLC now owns 5,797 shares of the company’s stock valued at $290,000 after buying an additional 209 shares during the last quarter. Condor Capital Management increased its holdings in First Trust Low Duration Opportunities ETF by 0.4% during the third quarter. Condor Capital Management now owns 50,896 shares of the company’s stock valued at $2,534,000 after buying an additional 228 shares during the last quarter. Lion Street Advisors LLC increased its holdings in First Trust Low Duration Opportunities ETF by 5.7% during the third quarter. Lion Street Advisors LLC now owns 4,398 shares of the company’s stock valued at $222,000 after buying an additional 236 shares during the last quarter. Valley Financial Group Inc. increased its holdings in First Trust Low Duration Opportunities ETF by 1.9% during the third quarter. Valley Financial Group Inc. now owns 13,324 shares of the company’s stock valued at $663,000 after buying an additional 246 shares during the last quarter. Finally, Hazlett Burt & Watson Inc. increased its holdings in First Trust Low Duration Opportunities ETF by 38.5% during the fourth quarter. Hazlett Burt & Watson Inc. now owns 900 shares of the company’s stock valued at $44,000 after buying an additional 250 shares during the last quarter.

First Trust Low Duration Opportunities ETF Stock Up 0.0%

Shares of LMBS stock opened at $49.78 on Friday. First Trust Low Duration Opportunities ETF has a 12 month low of $47.87 and a 12 month high of $51.98. The company has a 50 day simple moving average of $49.87 and a two-hundred day simple moving average of $50.03.

First Trust Low Duration Opportunities ETF Dividend Announcement

The company also recently declared a monthly dividend, which was paid on Friday, May 29th. Shareholders of record on Thursday, May 21st were given a $0.17 dividend. This represents a c) dividend on an annualized basis and a dividend yield of 4.1%. The ex-dividend date was Thursday, May 21st.

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.