10,784 Shares in First Trust Low Duration Opportunities ETF $LMBS Acquired by Summit Wealth Group LLC Co.

Posted by Tammy Falkenburg on May 14th, 2026

Summit Wealth Group LLC Co. purchased a new position in shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 10,784 shares of the company’s stock, valued at approximately $539,000.

A number of other large investors have also bought and sold shares of LMBS. Palisade Asset Management LLC bought a new stake in First Trust Low Duration Opportunities ETF during the 3rd quarter worth approximately $26,000. CX Institutional bought a new stake in First Trust Low Duration Opportunities ETF during the 3rd quarter worth approximately $28,000. Financial Network Wealth Advisors LLC bought a new stake in First Trust Low Duration Opportunities ETF during the 3rd quarter worth approximately $29,000. Hazlett Burt & Watson Inc. grew its position in First Trust Low Duration Opportunities ETF by 160.0% during the 3rd quarter. Hazlett Burt & Watson Inc. now owns 650 shares of the company’s stock worth $32,000 after acquiring an additional 400 shares during the last quarter. Finally, Flagship Harbor Advisors LLC bought a new stake in First Trust Low Duration Opportunities ETF during the 4th quarter worth approximately $69,000.

First Trust Low Duration Opportunities ETF Stock Performance

NASDAQ LMBS opened at $49.89 on Thursday. First Trust Low Duration Opportunities ETF has a one year low of $47.87 and a one year high of $51.98. The stock’s 50 day simple moving average is $49.99 and its 200 day simple moving average is $50.05.

First Trust Low Duration Opportunities ETF Announces Dividend

The company also recently disclosed a monthly dividend, which was paid on Thursday, April 30th. Shareholders of record on Tuesday, April 21st were given a $0.17 dividend. This represents a c) dividend on an annualized basis and a yield of 4.1%. The ex-dividend date was Tuesday, April 21st.

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.