Core Wealth Partners LLC Has $1.25 Million Stock Holdings in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS)

Core Wealth Partners LLC boosted its position in shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBSFree Report) by 6.8% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 25,773 shares of the company’s stock after purchasing an additional 1,645 shares during the quarter. Core Wealth Partners LLC’s holdings in First Trust Low Duration Opportunities ETF were worth $1,254,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the company. Farmers & Merchants Investments Inc. acquired a new position in First Trust Low Duration Opportunities ETF in the 4th quarter worth $47,000. Riggs Asset Managment Co. Inc. raised its position in First Trust Low Duration Opportunities ETF by 16.2% in the 4th quarter. Riggs Asset Managment Co. Inc. now owns 1,793 shares of the company’s stock valued at $87,000 after buying an additional 250 shares during the last quarter. Synergy Investment Management LLC bought a new stake in First Trust Low Duration Opportunities ETF in the 4th quarter valued at approximately $116,000. Kestra Investment Management LLC bought a new stake in shares of First Trust Low Duration Opportunities ETF in the fourth quarter worth $127,000. Finally, Marshall Investment Management LLC acquired a new position in shares of First Trust Low Duration Opportunities ETF during the 4th quarter worth about $131,000.

First Trust Low Duration Opportunities ETF Stock Performance

LMBS stock opened at $49.20 on Wednesday. First Trust Low Duration Opportunities ETF has a twelve month low of $45.06 and a twelve month high of $51.49. The business has a 50 day moving average price of $48.89 and a two-hundred day moving average price of $48.91.

First Trust Low Duration Opportunities ETF Announces Dividend

The company also recently announced a monthly dividend, which was paid on Friday, February 28th. Investors of record on Friday, February 21st were issued a dividend of $0.17 per share. The ex-dividend date of this dividend was Friday, February 21st. This represents a $2.04 dividend on an annualized basis and a yield of 4.15%.

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.

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Institutional Ownership by Quarter for First Trust Low Duration Opportunities ETF (NASDAQ:LMBS)

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