Braun Bostich & Associates Inc. Reduces Stock Position in First Trust Low Duration Opportunities ETF $LMBS

Posted by Lindsey Winhoffer on Sep 15th, 2025

Braun Bostich & Associates Inc. decreased its holdings in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 1.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 71,134 shares of the company’s stock after selling 787 shares during the quarter. First Trust Low Duration Opportunities ETF accounts for about 2.4% of Braun Bostich & Associates Inc.’s investment portfolio, making the stock its 12th largest position. Braun Bostich & Associates Inc. owned approximately 0.07% of First Trust Low Duration Opportunities ETF worth $3,504,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. SouthState Corp purchased a new position in shares of First Trust Low Duration Opportunities ETF in the first quarter worth approximately $82,000. Rossby Financial LCC purchased a new position in shares of First Trust Low Duration Opportunities ETF in the first quarter worth approximately $87,000. Parallel Advisors LLC purchased a new position in shares of First Trust Low Duration Opportunities ETF in the first quarter worth approximately $183,000. Clarity Capital Partners LLC bought a new stake in First Trust Low Duration Opportunities ETF during the 1st quarter worth approximately $203,000. Finally, Novem Group bought a new stake in First Trust Low Duration Opportunities ETF during the 4th quarter worth approximately $203,000.

First Trust Low Duration Opportunities ETF Stock Performance

NASDAQ LMBS opened at $49.91 on Monday. First Trust Low Duration Opportunities ETF has a 12 month low of $48.32 and a 12 month high of $51.49. The company’s 50 day moving average is $49.43 and its two-hundred day moving average is $49.15.

First Trust Low Duration Opportunities ETF Dividend Announcement

The company also recently announced a monthly dividend, which was paid on Friday, August 29th. Shareholders of record on Thursday, August 21st were paid a dividend of $0.17 per share. The ex-dividend date was Thursday, August 21st. This represents a c) dividend on an annualized basis and a yield of 4.1%.

About First Trust Low Duration Opportunities ETF

(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.