IFP Advisors Inc Decreases Stock Position in First Trust Low Duration Opportunities ETF $LMBS

Posted by Geri Gentry on Sep 9th, 2026

IFP Advisors Inc cut its position in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 8.4% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 270,349 shares of the company’s stock after selling 24,819 shares during the period. IFP Advisors Inc’s holdings in First Trust Low Duration Opportunities ETF were worth $13,458,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently made changes to their positions in the company. Palisade Asset Management LLC purchased a new stake in First Trust Low Duration Opportunities ETF in the 3rd quarter worth about $26,000. Whittier Trust Co. of Nevada Inc. purchased a new stake in First Trust Low Duration Opportunities ETF during the first quarter valued at about $35,000. Bank of Montreal Can boosted its position in 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. boosted its position in 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, Coppell Advisory Solutions LLC purchased a new position in shares of First Trust Low Duration Opportunities ETF in the second quarter worth about $49,000.

First Trust Low Duration Opportunities ETF Price Performance

NASDAQ LMBS opened at $49.48 on Wednesday. The company’s 50 day moving average is $49.60 and its 200-day moving average is $49.82. First Trust Low Duration Opportunities ETF has a 12-month low of $47.87 and a 12-month high of $51.98.

First Trust Low Duration Opportunities ETF Announces Dividend

The firm also recently disclosed a monthly dividend, which was paid on Monday, August 31st. Investors of record on Friday, August 21st were paid a $0.17 dividend. This represents a c) dividend on an annualized basis and a yield of 4.1%. The ex-dividend date was Friday, August 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.