EverSource Wealth Advisors LLC Purchases Shares of 88,281 First Trust Low Duration Opportunities ETF $LMBS

Posted by Geri Gentry on Jul 30th, 2026

EverSource Wealth Advisors LLC acquired a new stake in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 88,281 shares of the company’s stock, valued at approximately $4,397,000. EverSource Wealth Advisors LLC owned approximately 0.07% of First Trust Low Duration Opportunities ETF as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in LMBS. Betterment LLC raised its stake in shares of First Trust Low Duration Opportunities ETF by 11.4% in the second quarter. Betterment LLC now owns 6,674 shares of the company’s stock valued at $329,000 after acquiring an additional 681 shares during the last quarter. Darwin Wealth Management LLC bought a new position in First Trust Low Duration Opportunities ETF in the 2nd quarter valued at $8,409,000. Raymond James Financial Inc. raised its position in First Trust Low Duration Opportunities ETF by 5.4% in the 2nd quarter. Raymond James Financial Inc. now owns 3,595,511 shares of the company’s stock valued at $177,115,000 after purchasing an additional 185,249 shares during the last quarter. Jane Street Group LLC acquired a new position in First Trust Low Duration Opportunities ETF in the second quarter worth $890,000. Finally, Bank of America Corp DE boosted its stake in First Trust Low Duration Opportunities ETF by 18.0% in the second quarter. Bank of America Corp DE now owns 1,630,521 shares of the company’s stock worth $80,319,000 after purchasing an additional 248,784 shares in the last quarter.

First Trust Low Duration Opportunities ETF Stock Performance

Shares of NASDAQ:LMBS opened at $49.49 on Thursday. The business has a fifty day moving average of $49.72 and a 200-day moving average of $49.95. 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 will be paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st will be given a $0.17 dividend. This represents a c) annualized dividend and a yield of 4.1%. The ex-dividend date is Tuesday, July 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.