First Trust Low Duration Opportunities ETF $LMBS Stock Holdings Increased by Sovran Advisors LLC

Posted by Francis Steltz on Jul 12th, 2026

Sovran Advisors LLC boosted its holdings in shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 17.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 122,572 shares of the company’s stock after purchasing an additional 18,549 shares during the period. Sovran Advisors LLC owned approximately 0.10% of First Trust Low Duration Opportunities ETF worth $6,110,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the business. Palisade Asset Management LLC acquired a new stake in shares of First Trust Low Duration Opportunities ETF during the 3rd quarter valued at $26,000. Whittier Trust Co. of Nevada Inc. acquired a new position in shares of First Trust Low Duration Opportunities ETF in the 1st quarter worth $35,000. Bank of Montreal Can raised its position in shares of First Trust Low Duration Opportunities ETF by 169.0% during the fourth 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. raised its position in shares of 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 worth $44,000 after purchasing an additional 250 shares during the period. Finally, Motiv8 Investments LLC acquired a new stake in shares of First Trust Low Duration Opportunities ETF during the fourth quarter worth $56,000.

First Trust Low Duration Opportunities ETF Trading Up 0.1%

Shares of NASDAQ:LMBS traded up $0.03 during midday trading on Friday, reaching $49.69. The company had a trading volume of 372,972 shares, compared to its average volume of 573,977. First Trust Low Duration Opportunities ETF has a 1-year low of $47.87 and a 1-year high of $51.98. The company has a fifty day simple moving average of $49.79 and a two-hundred day simple moving average of $49.99.

First Trust Low Duration Opportunities ETF Dividend Announcement

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