Walkner Condon Financial Advisors LLC Raises Holdings in First Trust Low Duration Opportunities ETF $LMBS

Posted by on Jul 5th, 2026

Walkner Condon Financial Advisors LLC raised its position in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 3.3% in the 1st quarter, HoldingsChannel reports. The fund owned 434,819 shares of the company’s stock after purchasing an additional 13,892 shares during the period. First Trust Low Duration Opportunities ETF makes up about 2.9% of Walkner Condon Financial Advisors LLC’s investment portfolio, making the stock its 5th biggest holding. Walkner Condon Financial Advisors LLC’s holdings in First Trust Low Duration Opportunities ETF were worth $21,658,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Center For Asset Management LLC bought a new position in First Trust Low Duration Opportunities ETF in the fourth quarter worth $1,555,000. Embree Financial Group acquired a new position in shares of First Trust Low Duration Opportunities ETF in the 4th quarter valued at $861,000. Secure Asset Management LLC raised its stake in shares of First Trust Low Duration Opportunities ETF by 4.9% in the 4th quarter. Secure Asset Management LLC now owns 252,620 shares of the company’s stock valued at $12,628,000 after buying an additional 11,896 shares in the last quarter. Aaron Wealth Advisors LLC lifted its holdings in shares of First Trust Low Duration Opportunities ETF by 30.9% during the 4th quarter. Aaron Wealth Advisors LLC now owns 458,338 shares of the company’s stock worth $22,912,000 after acquiring an additional 108,212 shares during the period. Finally, Prism Advisors Inc. lifted its holdings in shares of First Trust Low Duration Opportunities ETF by 10.4% during the 4th quarter. Prism Advisors Inc. now owns 305,394 shares of the company’s stock worth $15,267,000 after acquiring an additional 28,886 shares during the period.

First Trust Low Duration Opportunities ETF Price Performance

NASDAQ LMBS opened at $49.74 on Friday. The company’s 50-day simple moving average is $49.82 and its 200 day simple moving average is $50.00. First Trust Low Duration Opportunities ETF has a twelve month low of $47.87 and a twelve month high of $51.98.

First Trust Low Duration Opportunities ETF Announces Dividend

The business also recently disclosed a monthly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Thursday, June 25th were issued a dividend of $0.17 per share. This represents a c) dividend on an annualized basis and a yield of 4.1%. The ex-dividend date of this dividend was Thursday, June 25th.

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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