NewEdge Advisors LLC Boosts Stake in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS)

Posted by Sam Norman on Apr 18th, 2025

NewEdge Advisors LLC increased its holdings in shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 1.0% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 268,362 shares of the company’s stock after acquiring an additional 2,751 shares during the period. NewEdge Advisors LLC owned approximately 0.28% of First Trust Low Duration Opportunities ETF worth $13,061,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Stonehaven Wealth & Tax Solutions LLC acquired a new stake in First Trust Low Duration Opportunities ETF in the fourth quarter valued at approximately $1,961,000. Stenger Family Office LLC acquired a new stake in First Trust Low Duration Opportunities ETF in the 4th quarter valued at $2,517,000. Integrity Wealth Advisors Inc. purchased a new stake in First Trust Low Duration Opportunities ETF in the 4th quarter worth $864,000. LaSalle St. Investment Advisors LLC purchased a new stake in First Trust Low Duration Opportunities ETF in the 4th quarter worth $679,000. Finally, Belpointe Asset Management LLC raised its position in First Trust Low Duration Opportunities ETF by 23.7% during the fourth quarter. Belpointe Asset Management LLC now owns 14,769 shares of the company’s stock worth $724,000 after acquiring an additional 2,825 shares during the period.

First Trust Low Duration Opportunities ETF Trading Down 0.0 %

Shares of NASDAQ LMBS opened at $48.93 on Friday. The company’s 50-day simple moving average is $48.99 and its 200-day simple moving average is $48.85. First Trust Low Duration Opportunities ETF has a 52-week low of $45.06 and a 52-week high of $51.49.

First Trust Low Duration Opportunities ETF Dividend Announcement

The company also recently disclosed a monthly dividend, which was paid on Monday, March 31st. Investors of record on Thursday, March 27th were issued a $0.17 dividend. This represents a $2.04 annualized dividend and a yield of 4.17%. The ex-dividend date of this dividend was Thursday, March 27th.

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.