First Trust Low Duration Opportunities ETF (NASDAQ:LMBS) Shares Purchased by Perigon Wealth Management LLC

Perigon Wealth Management LLC boosted its holdings in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS) by 26.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 28,915 shares of the company’s stock after acquiring an additional 6,040 shares during the quarter. Perigon Wealth Management LLC’s holdings in First Trust Low Duration Opportunities ETF were worth $1,408,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in LMBS. Riggs Asset Managment Co. Inc. acquired a new stake in First Trust Low Duration Opportunities ETF in the 3rd quarter valued at approximately $76,000. Prospera Private Wealth LLC acquired a new position in shares of First Trust Low Duration Opportunities ETF during the 3rd quarter valued at $79,000. Harbor Investment Advisory LLC increased its position in shares of First Trust Low Duration Opportunities ETF by 20.1% during the 4th quarter. Harbor Investment Advisory LLC now owns 2,746 shares of the company’s stock valued at $134,000 after purchasing an additional 459 shares during the period. Pinnacle Bancorp Inc. increased its position in shares of First Trust Low Duration Opportunities ETF by 23.4% during the 3rd quarter. Pinnacle Bancorp Inc. now owns 3,226 shares of the company’s stock valued at $159,000 after purchasing an additional 611 shares during the period. Finally, Proactive Wealth Strategies LLC acquired a new position in shares of First Trust Low Duration Opportunities ETF during the 3rd quarter valued at $203,000.

First Trust Low Duration Opportunities ETF Trading Up 0.0 %

Shares of LMBS stock opened at $48.71 on Thursday. First Trust Low Duration Opportunities ETF has a 1 year low of $45.06 and a 1 year high of $51.49. The business’s fifty day moving average is $48.70 and its 200-day moving average is $48.89.

First Trust Low Duration Opportunities ETF Dividend Announcement

The company also recently declared a monthly dividend, which will be paid on Friday, January 31st. Stockholders of record on Wednesday, January 22nd will be given a dividend of $0.17 per share. This represents a $2.04 annualized dividend and a dividend yield of 4.19%. The ex-dividend date is Wednesday, January 22nd.

About First Trust Low Duration Opportunities ETF

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.