Waldron Private Wealth LLC Invests $874,000 in First Trust Low Duration Opportunities ETF $LMBS

Posted by Mark Dietrich on Mar 29th, 2026

Waldron Private Wealth LLC bought a new stake in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 17,486 shares of the company’s stock, valued at approximately $874,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Palisade Asset Management LLC acquired a new position in First Trust Low Duration Opportunities ETF during the third quarter worth approximately $26,000. CX Institutional acquired a new stake in shares of First Trust Low Duration Opportunities ETF in the third quarter valued at approximately $28,000. Financial Network Wealth Advisors LLC bought a new position in shares of First Trust Low Duration Opportunities ETF during the 3rd quarter worth approximately $29,000. Hollencrest Capital Management bought a new position in shares of First Trust Low Duration Opportunities ETF during the 2nd quarter worth approximately $31,000. Finally, Hazlett Burt & Watson Inc. increased its holdings in shares of First Trust Low Duration Opportunities ETF by 160.0% during the 3rd quarter. Hazlett Burt & Watson Inc. now owns 650 shares of the company’s stock worth $32,000 after acquiring an additional 400 shares during the last quarter.

First Trust Low Duration Opportunities ETF Stock Performance

LMBS opened at $49.55 on Friday. First Trust Low Duration Opportunities ETF has a 1-year low of $48.37 and a 1-year high of $51.98. The stock’s fifty day simple moving average is $50.16 and its 200 day simple moving average is $50.05.

First Trust Low Duration Opportunities ETF Announces Dividend

The business also recently disclosed a monthly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Thursday, March 26th will be given a $0.17 dividend. The ex-dividend date of this dividend is Thursday, March 26th. This represents a c) annualized dividend and a dividend yield of 4.1%.

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.