First Trust Low Duration Opportunities ETF $LMBS Shares Sold by Endowment Wealth Management Inc.

Posted by Chris Copeland on May 26th, 2026

Endowment Wealth Management Inc. decreased its holdings in shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 32.7% in the 4th quarter, Holdings Channel reports. The firm owned 47,421 shares of the company’s stock after selling 23,005 shares during the quarter. First Trust Low Duration Opportunities ETF comprises about 1.1% of Endowment Wealth Management Inc.’s investment portfolio, making the stock its 25th biggest holding. Endowment Wealth Management Inc.’s holdings in First Trust Low Duration Opportunities ETF were worth $2,371,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the business. Harbour Investments Inc. increased its stake in First Trust Low Duration Opportunities ETF by 9.4% during the fourth quarter. Harbour Investments Inc. now owns 528,903 shares of the company’s stock valued at $26,440,000 after purchasing an additional 45,303 shares during the last quarter. Clearwater Capital Advisors LLC increased its stake in First Trust Low Duration Opportunities ETF by 5.7% during the fourth quarter. Clearwater Capital Advisors LLC now owns 852,617 shares of the company’s stock valued at $42,622,000 after purchasing an additional 45,664 shares during the last quarter. Condor Capital Management increased its stake in First Trust Low Duration Opportunities ETF by 2.7% during the fourth quarter. Condor Capital Management now owns 52,257 shares of the company’s stock valued at $2,612,000 after purchasing an additional 1,361 shares during the last quarter. Insight Inv LLC increased its stake in First Trust Low Duration Opportunities ETF by 23.8% during the fourth quarter. Insight Inv LLC now owns 47,232 shares of the company’s stock valued at $2,361,000 after purchasing an additional 9,065 shares during the last quarter. Finally, Axxcess Wealth Management LLC increased its stake in First Trust Low Duration Opportunities ETF by 1,602.6% during the fourth quarter. Axxcess Wealth Management LLC now owns 415,932 shares of the company’s stock valued at $20,792,000 after purchasing an additional 391,503 shares during the last quarter.

First Trust Low Duration Opportunities ETF Stock Performance

LMBS stock opened at $49.66 on Tuesday. First Trust Low Duration Opportunities ETF has a 1-year low of $47.87 and a 1-year high of $51.98. The firm has a fifty day moving average price of $49.91 and a two-hundred day moving average price of $50.04.

First Trust Low Duration Opportunities ETF Announces Dividend

The firm also recently announced a monthly dividend, which will be paid on Friday, May 29th. Shareholders of record on Thursday, May 21st will be paid a dividend of $0.17 per share. The ex-dividend date is Thursday, May 21st. 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.