First Trust Low Duration Opportunities ETF (LMBS)
Ferguson Shapiro LLC Decreases Stake in First Trust Low Duration Opportunities ETF $LMBS
Ferguson Shapiro LLC lowered its position in shares of First Trust Low Duration Opportunities ETF (NASDAQ: LMBS) by 23.5% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 69,264 shares of the company's stock after selling 21,326 shares during
First Trust Low Duration Opportunities ETF $LMBS Shares Sold by Avior Wealth Management LLC
Avior Wealth Management LLC lowered its holdings in First Trust Low Duration Opportunities ETF (NASDAQ: LMBS) by 23.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 95,005 shares of the company's stock after selling 29,661 shares during
Cypress Capital Group Has $264,000 Holdings in First Trust Low Duration Opportunities ETF $LMBS
Cypress Capital Group lessened its position in First Trust Low Duration Opportunities ETF (NASDAQ: LMBS) by 72.1% in the undefined quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 5,305 shares of the company's stock after selling 13,700 shares during the quarter. Cypress Capital Group's
First Trust Advisors LP Has $75.75 Million Position in First Trust Low Duration Opportunities ETF $LMBS
First Trust Advisors LP boosted its stake in shares of First Trust Low Duration Opportunities ETF (NASDAQ: LMBS) by 15.1% during the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,520,880 shares of the company's stock after purchasing an additional 199,426 shares during the period. First
Farther Finance Advisors LLC Increases Stake in First Trust Low Duration Opportunities ETF $LMBS
Farther Finance Advisors LLC boosted its stake in shares of First Trust Low Duration Opportunities ETF (NASDAQ: LMBS) by 2,325.8% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 117,605 shares of the company's stock after purchasing an additional 112,757
Assetmark Inc. Buys 312,850 Shares of First Trust Low Duration Opportunities ETF $LMBS
Assetmark Inc. raised its stake in First Trust Low Duration Opportunities ETF (NASDAQ: LMBS) by 105.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 610,372 shares of the company's stock after acquiring an additional 312,850 shares during the period. Assetmark Inc.
Center For Asset Management LLC Invests $1.56 Million in First Trust Low Duration Opportunities ETF $LMBS
Center For Asset Management LLC bought a new stake in First Trust Low Duration Opportunities ETF (NASDAQ: LMBS) during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 31,106 shares of the company's stock, valued at approximately $1,555,000. Other hedge funds
Secure Asset Management LLC Purchases 11,896 Shares of First Trust Low Duration Opportunities ETF $LMBS
Secure Asset Management LLC lifted its holdings in shares of First Trust Low Duration Opportunities ETF (NASDAQ: LMBS) by 4.9% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 252,620 shares of the company's stock after buying an additional 11,896
Sovran Advisors LLC Boosts Position in First Trust Low Duration Opportunities ETF $LMBS
Sovran Advisors LLC boosted its position in First Trust Low Duration Opportunities ETF (NASDAQ: LMBS) by 152.4% during the undefined quarter, according to its most recent Form 13F filing with the SEC. The fund owned 104,023 shares of the company's stock after purchasing an additional 62,811 shares during the period. Sovran Advisors LLC
Brookstone Capital Management Boosts Stock Holdings in First Trust Low Duration Opportunities ETF $LMBS
Brookstone Capital Management grew its position in First Trust Low Duration Opportunities ETF (NASDAQ: LMBS) by 4.3% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 452,717 shares of the company's stock after acquiring an additional 18,576 shares
What to Know About a $6 Billion Mortgage Bond ETF That Became This Fund's Largest Holding
Harvest Investment Services increased its LMBS stake by 319,467 shares in the fourth quarter; the estimated trade size is $15.97 million based on quarterly average pricing. The quarter-end position value rose by $16.05 million, reflecting both additional shares and price change.
Csenge Advisory Group Increased Its LMBS Stake in Q4
First Trust Low Duration Opportunities ETF targets income and stability through mortgage-backed securities in the fixed income space.
Friedenthal Financial Buys $4.5 Million of First Trust Low Duration Opportunities ETF
Purchased 89,706 shares of LMBS; estimated trade value $4.5 million (based on quarterly average price). Quarter-end position value increased by approximately $4.50 million, reflecting both share additions and price movement.
First Trust Low Duration Opportunities ETF $LMBS Holdings Lifted by Independent Advisor Alliance
Independent Advisor Alliance raised its holdings in shares of First Trust Low Duration Opportunities ETF (NASDAQ: LMBS) by 13.2% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 102,157 shares of the company's stock after buying an additional 11,942 shares during the period.
Walkner Condon Adds 81,000 LMBS Shares in Q4 Buy
Walkner Condon bought 80,543 shares, for an estimated trade value $4.03 million (based on average Q4 2025 pricing). Quarter-end stake value increased by $4.09 million, reflecting both share additions and price movement.
Belpointe Asset Management LLC Has $1.67 Million Stake in First Trust Low Duration Opportunities ETF $LMBS
Belpointe Asset Management LLC lowered its position in First Trust Low Duration Opportunities ETF (NASDAQ: LMBS) by 37.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 33,496 shares of the company's stock after selling 19,834 shares during the period. Belpointe
Adamsbrown Wealth Consultants LLC Boosts Stake in First Trust Low Duration Opportunities ETF $LMBS
Adamsbrown Wealth Consultants LLC grew its holdings in First Trust Low Duration Opportunities ETF (NASDAQ: LMBS) by 75.3% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 196,199 shares of the company's stock after buying an additional 84,306 shares during the
BostonPremier Wealth Dumps 95,000 LMBS Shares. Should MBS Investors Panic?
Sold 95,422 shares of LMBS; estimated trade size $4.77 million (based on quarterly average pricing). Quarter-end position value decreased by approximately $4.75 million, reflecting both share sales and price movement.
$7.7 Million Bet Signals Potential Rate Call as Fund Leans Further Into Short-Duration Bonds
Clear Creek bought 153,558 shares of LMBS in the fourth quarter; the estimated trade value was $7.68 million based on average pricing in the period. The quarter-end position value rose by $7.70 million, reflecting both share increase and price movement.
Heck Capital Advisors LLC Acquires 36,956 Shares of First Trust Low Duration Opportunities ETF $LMBS
Heck Capital Advisors LLC increased its holdings in shares of First Trust Low Duration Opportunities ETF (NASDAQ: LMBS) by 8.2% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 490,043 shares of the company's stock after purchasing an additional 36,956 shares