First Trust Low Duration Opportunities ETF $LMBS Stock: TradeWell Securities LLC. Boosts Position

Posted by George Bondi on Oct 21st, 2026

TradeWell Securities LLC. increased its holdings in shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 136.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 20,728 shares of the company’s stock after acquiring an additional 11,978 shares during the period. First Trust Low Duration Opportunities ETF makes up approximately 0.3% of TradeWell Securities LLC.’s portfolio, making the stock its 29th biggest holding. TradeWell Securities LLC.’s holdings in First Trust Low Duration Opportunities ETF were worth $1,004,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Financial Enhancement Group LLC acquired a new stake in First Trust Low Duration Opportunities ETF in the third quarter valued at $26,082,000. Royal Bank of Canada grew its stake in shares of First Trust Low Duration Opportunities ETF by 13.0% during the 1st quarter. Royal Bank of Canada now owns 3,242,866 shares of the company’s stock worth $161,527,000 after purchasing an additional 372,725 shares during the period. Commonwealth Financial Services LLC grew its stake in shares of First Trust Low Duration Opportunities ETF by 7,161.8% during the 1st quarter. Commonwealth Financial Services LLC now owns 294,031 shares of the company’s stock worth $14,646,000 after purchasing an additional 289,982 shares during the period. Searcy Financial Services Inc. ADV purchased a new position in shares of First Trust Low Duration Opportunities ETF in the 3rd quarter valued at about $11,924,000. Finally, Bank of America Corp DE increased its holdings in shares of First Trust Low Duration Opportunities ETF by 11.9% in the 1st quarter. Bank of America Corp DE now owns 2,001,550 shares of the company’s stock valued at $99,697,000 after purchasing an additional 212,258 shares in the last quarter.

First Trust Low Duration Opportunities ETF Stock Down 0.2%

Shares of NASDAQ LMBS traded down $0.12 during midday trading on Wednesday, hitting $48.62. The company had a trading volume of 272,895 shares, compared to its average volume of 571,202. First Trust Low Duration Opportunities ETF has a twelve month low of $47.60 and a twelve month high of $51.98. The business has a 50-day simple moving average of $49.12 and a two-hundred day simple moving average of $49.55.

First Trust Low Duration Opportunities ETF Announces Dividend

The business also recently announced a monthly dividend, which will be paid on Monday, November 2nd. Shareholders of record on Wednesday, October 21st will be issued a $0.17 dividend. The ex-dividend date of this dividend is Wednesday, October 21st. This represents a $2.04 dividend on an annualized basis and a yield of 4.2%.

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.