Claris Financial LLC Makes New $3.47 Million Investment in First Trust Low Duration Opportunities ETF $LMBS

Posted by on Jun 19th, 2026

Claris Financial LLC bought a new stake in shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 69,419 shares of the company’s stock, valued at approximately $3,470,000. First Trust Low Duration Opportunities ETF accounts for approximately 1.8% of Claris Financial LLC’s investment portfolio, making the stock its 10th largest holding.

Several other hedge funds also recently modified their holdings of LMBS. Palisade Asset Management LLC acquired a new stake in shares of First Trust Low Duration Opportunities ETF during the 3rd quarter worth approximately $26,000. Bank of Montreal Can lifted its holdings in First Trust Low Duration Opportunities ETF by 169.0% in the fourth quarter. Bank of Montreal Can now owns 737 shares of the company’s stock valued at $37,000 after buying an additional 463 shares during the period. Hazlett Burt & Watson Inc. boosted its stake in First Trust Low Duration Opportunities ETF by 38.5% in the fourth quarter. Hazlett Burt & Watson Inc. now owns 900 shares of the company’s stock valued at $44,000 after acquiring an additional 250 shares during the last quarter. Motiv8 Investments LLC bought a new position in First Trust Low Duration Opportunities ETF in the fourth quarter valued at approximately $56,000. Finally, Flagship Harbor Advisors LLC bought a new position in First Trust Low Duration Opportunities ETF in the fourth quarter valued at approximately $69,000.

First Trust Low Duration Opportunities ETF Stock Up 0.0%

LMBS opened at $49.85 on Friday. The company has a fifty day moving average price of $49.88 and a two-hundred day moving average price of $50.01. First Trust Low Duration Opportunities ETF has a 52 week low of $47.87 and a 52 week high of $51.98.

First Trust Low Duration Opportunities ETF Dividend Announcement

The business also recently declared a monthly dividend, which was paid on Friday, May 29th. Stockholders of record on Thursday, May 21st were given a $0.17 dividend. This represents a c) annualized dividend 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.

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Want to see what other hedge funds are holding LMBS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report).

Institutional Ownership by Quarter for First Trust Low Duration Opportunities ETF (NASDAQ:LMBS)

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