First Trust Low Duration Opportunities ETF $LMBS Shares Acquired by IFP Advisors Inc

Posted by on May 20th, 2026

IFP Advisors Inc raised its stake in shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 12.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 306,917 shares of the company’s stock after purchasing an additional 32,785 shares during the quarter. IFP Advisors Inc owned about 0.26% of First Trust Low Duration Opportunities ETF worth $15,343,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of LMBS. HighTower Advisors LLC raised its position in First Trust Low Duration Opportunities ETF by 95.3% during the 4th quarter. HighTower Advisors LLC now owns 1,454,146 shares of the company’s stock worth $72,693,000 after buying an additional 709,693 shares during the last quarter. Elevation Point Wealth Partners LLC purchased a new position in shares of First Trust Low Duration Opportunities ETF during the 3rd quarter valued at approximately $22,376,000. Concurrent Investment Advisors LLC increased its holdings in shares of First Trust Low Duration Opportunities ETF by 46.4% during the 4th quarter. Concurrent Investment Advisors LLC now owns 1,207,824 shares of the company’s stock valued at $60,379,000 after purchasing an additional 382,941 shares in the last quarter. Assetmark Inc. increased its holdings in shares of First Trust Low Duration Opportunities ETF by 105.2% during the 4th quarter. Assetmark Inc. now owns 610,372 shares of the company’s stock valued at $30,512,000 after purchasing an additional 312,850 shares in the last quarter. Finally, Bank of America Corp DE increased its holdings in shares of First Trust Low Duration Opportunities ETF by 18.0% during the 2nd quarter. Bank of America Corp DE now owns 1,630,521 shares of the company’s stock valued at $80,319,000 after purchasing an additional 248,784 shares in the last quarter.

First Trust Low Duration Opportunities ETF Stock Down 0.2%

NASDAQ:LMBS opened at $49.63 on Wednesday. The company has a 50 day moving average price of $49.95 and a 200-day moving average price of $50.05. 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 Announces Dividend

The company also recently announced a monthly dividend, which was paid on Thursday, April 30th. Stockholders of record on Tuesday, April 21st were issued a dividend of $0.17 per share. This represents a c) annualized dividend and a dividend yield of 4.1%. The ex-dividend date of this dividend was Tuesday, April 21st.

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.

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Institutional Ownership by Quarter for First Trust Low Duration Opportunities ETF (NASDAQ:LMBS)

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