BostonPremier Wealth LLC Reduces Holdings in First Trust Low Duration Opportunities ETF $LMBS

Posted by Defense World Staff on Mar 27th, 2026

BostonPremier Wealth LLC trimmed its stake in shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 82.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 20,001 shares of the company’s stock after selling 95,422 shares during the quarter. First Trust Low Duration Opportunities ETF makes up 0.5% of BostonPremier Wealth LLC’s investment portfolio, making the stock its 19th largest position. BostonPremier Wealth LLC’s holdings in First Trust Low Duration Opportunities ETF were worth $1,000,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Avestar Capital LLC boosted its stake in shares of First Trust Low Duration Opportunities ETF by 1.2% during the second quarter. Avestar Capital LLC now owns 18,040 shares of the company’s stock valued at $889,000 after purchasing an additional 208 shares during the period. TrueWealth Advisors LLC grew its holdings in shares of First Trust Low Duration Opportunities ETF by 3.7% in the fourth quarter. TrueWealth Advisors LLC now owns 5,797 shares of the company’s stock worth $290,000 after purchasing an additional 209 shares during the last quarter. Iams Wealth Management LLC increased its stake in shares of First Trust Low Duration Opportunities ETF by 0.6% in the third quarter. Iams Wealth Management LLC now owns 37,073 shares of the company’s stock worth $1,846,000 after buying an additional 212 shares during the period. Condor Capital Management raised its holdings in First Trust Low Duration Opportunities ETF by 0.4% during the 3rd quarter. Condor Capital Management now owns 50,896 shares of the company’s stock valued at $2,534,000 after buying an additional 228 shares during the last quarter. Finally, Lion Street Advisors LLC raised its holdings in First Trust Low Duration Opportunities ETF by 5.7% during the 3rd quarter. Lion Street Advisors LLC now owns 4,398 shares of the company’s stock valued at $222,000 after buying an additional 236 shares during the last quarter.

First Trust Low Duration Opportunities ETF Price Performance

Shares of LMBS opened at $49.57 on Friday. First Trust Low Duration Opportunities ETF has a twelve month low of $48.37 and a twelve month high of $51.98. The firm has a fifty day simple moving average of $50.18 and a two-hundred day simple moving average of $50.05.

First Trust Low Duration Opportunities ETF Announces Dividend

The company also recently announced a monthly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Thursday, March 26th will be issued a dividend of $0.17 per share. This represents a c) dividend on an annualized basis and a dividend yield of 4.1%. The ex-dividend date is Thursday, March 26th.

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.