Keystone Wealth Services LLC Has $3.27 Million Stock Holdings in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS)

Keystone Wealth Services LLC lifted its holdings in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS) by 7.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 67,179 shares of the company’s stock after buying an additional 4,509 shares during the quarter. First Trust Low Duration Opportunities ETF comprises 0.9% of Keystone Wealth Services LLC’s portfolio, making the stock its 26th biggest holding. Keystone Wealth Services LLC’s holdings in First Trust Low Duration Opportunities ETF were worth $3,270,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. LPL Financial LLC lifted its position in shares of First Trust Low Duration Opportunities ETF by 12.2% during the third quarter. LPL Financial LLC now owns 8,560,709 shares of the company’s stock worth $422,985,000 after purchasing an additional 929,010 shares in the last quarter. Concurrent Investment Advisors LLC boosted its position in First Trust Low Duration Opportunities ETF by 7.0% in the 3rd quarter. Concurrent Investment Advisors LLC now owns 753,068 shares of the company’s stock valued at $37,209,000 after buying an additional 48,939 shares during the last quarter. Prospera Financial Services Inc increased its stake in shares of First Trust Low Duration Opportunities ETF by 32.3% in the 3rd quarter. Prospera Financial Services Inc now owns 456,916 shares of the company’s stock valued at $22,586,000 after buying an additional 111,451 shares during the period. Private Advisor Group LLC raised its position in shares of First Trust Low Duration Opportunities ETF by 94.9% during the fourth quarter. Private Advisor Group LLC now owns 454,078 shares of the company’s stock worth $22,100,000 after acquiring an additional 221,157 shares during the last quarter. Finally, Financial Enhancement Group LLC lifted its stake in shares of First Trust Low Duration Opportunities ETF by 87.4% during the third quarter. Financial Enhancement Group LLC now owns 442,405 shares of the company’s stock valued at $21,258,000 after acquiring an additional 206,322 shares during the period.

First Trust Low Duration Opportunities ETF Trading Up 0.2 %

Shares of LMBS stock opened at $49.14 on Monday. First Trust Low Duration Opportunities ETF has a 12 month low of $45.06 and a 12 month high of $51.49. The stock has a 50-day moving average price of $48.69 and a 200 day moving average price of $48.90.

First Trust Low Duration Opportunities ETF Dividend Announcement

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

First Trust Low Duration Opportunities ETF Company Profile

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.