Assetmark Inc. Purchases 46,915 Shares of First Trust Low Duration Opportunities ETF $LMBS

Posted by on Jul 18th, 2026

Assetmark Inc. boosted its position in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 7.7% during the 1st quarter, Holdings Channel.com reports. The fund owned 657,287 shares of the company’s stock after buying an additional 46,915 shares during the quarter. Assetmark Inc.’s holdings in First Trust Low Duration Opportunities ETF were worth $32,739,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. HighTower Advisors LLC grew its position in shares of 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 period. Jane Street Group LLC acquired a new stake in First Trust Low Duration Opportunities ETF during the 4th quarter worth $33,401,000. Axxcess Wealth Management LLC raised its position in shares of First Trust Low Duration Opportunities ETF by 1,602.6% during the 4th quarter. Axxcess Wealth Management LLC now owns 415,932 shares of the company’s stock valued at $20,792,000 after acquiring an additional 391,503 shares during the last quarter. Concurrent Investment Advisors LLC lifted its stake in shares of First Trust Low Duration Opportunities ETF by 46.4% in 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 during the period. Finally, Morgan Stanley lifted its stake in shares of First Trust Low Duration Opportunities ETF by 2.5% in the 4th quarter. Morgan Stanley now owns 14,150,597 shares of the company’s stock valued at $707,388,000 after purchasing an additional 338,741 shares during the period.

First Trust Low Duration Opportunities ETF Stock Performance

NASDAQ:LMBS opened at $49.78 on Friday. First Trust Low Duration Opportunities ETF has a 12-month low of $47.87 and a 12-month high of $51.98. The stock’s fifty day simple moving average is $49.77 and its 200-day simple moving average is $49.98.

First Trust Low Duration Opportunities ETF Announces Dividend

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

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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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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