Rockefeller Capital Management L.P. Boosts Stock Holdings in First Trust Low Duration Opportunities ETF $LMBS

Posted by George Bondi on Jun 24th, 2026

Rockefeller Capital Management L.P. increased its stake in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 23.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 314,039 shares of the company’s stock after acquiring an additional 59,371 shares during the period. Rockefeller Capital Management L.P.’s holdings in First Trust Low Duration Opportunities ETF were worth $15,699,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of LMBS. Palisade Asset Management LLC purchased a new position in First Trust Low Duration Opportunities ETF in the third quarter valued at $26,000. Bank of Montreal Can increased its holdings in First Trust Low Duration Opportunities ETF by 169.0% during the 4th quarter. Bank of Montreal Can now owns 737 shares of the company’s stock worth $37,000 after purchasing an additional 463 shares during the period. Hazlett Burt & Watson Inc. increased its holdings in First Trust Low Duration Opportunities ETF by 38.5% during the 4th quarter. Hazlett Burt & Watson Inc. now owns 900 shares of the company’s stock worth $44,000 after purchasing an additional 250 shares during the period. Motiv8 Investments LLC acquired a new stake in First Trust Low Duration Opportunities ETF in the 4th quarter valued at about $56,000. Finally, Flagship Harbor Advisors LLC acquired a new stake in First Trust Low Duration Opportunities ETF in the 4th quarter valued at about $69,000.

First Trust Low Duration Opportunities ETF Trading Up 0.0%

Shares of LMBS opened at $49.85 on Wednesday. The stock has a 50-day simple moving average of $49.87 and a 200-day simple moving average of $50.01. First Trust Low Duration Opportunities ETF has a 1 year low of $47.87 and a 1 year high of $51.98.

First Trust Low Duration Opportunities ETF Dividend Announcement

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

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.