First Trust Low Duration Opportunities ETF (LMBS)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
LMBS Chart
What to Know About a $6 Billion Mortgage Bond ETF That Became This Fund's Largest Holding
Harvest Investment Services increased its LMBS stake by 319,467 shares in the fourth quarter; the estimated trade size is $15.97 million based on quarterly average pricing. The quarter-end position value rose by $16.05 million, reflecting both additional shares and price change.
Walkner Condon Adds 81,000 LMBS Shares in Q4 Buy
Walkner Condon bought 80,543 shares, for an estimated trade value $4.03 million (based on average Q4 2025 pricing). Quarter-end stake value increased by $4.09 million, reflecting both share additions and price movement.
First Trust Low Duration Opportunities ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 13,299 | $652,710.8 | $648,326.25 | -$4,384.55 | -0.67% |
 Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 900 | $44,728.5 | $43,893 | -$835.5 | -1.87% |
 Curtis Ellergodt Rothschild Investment LLC | 335 | $16,187 | $16,316.17 | $129.17 | 0.8% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 1.53M | $76.35M | $74.7M | -$1.65M | -2.16% |
| JF John Fales SEARCY FINANCIAL SERVICES Inc. /ADV | 246,067 | $11.94M | $12M | $56,853.07 | 0.48% |
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First Trust Low Duration Opportunities ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The company operates within the financial sector, specifically focusing on investments related to mortgage. By aiming to invest a significant portion of its assets in mortgage-related debt securities and instruments, the company targets both residential and commercial mortgage markets. The investment fund is designed to navigate through normal market conditions with a strategic approach to achieve its investment objectives, ensuring a specialized focus on mortgage-related investments.
Products and Services
- Mortgage-Related Debt Securities
These are financial instruments that represent a claim to the cash flows from pools of mortgage loans, mainly residential or commercial real estate loans. The company focuses on investing in these securities as a major part of its strategy, aiming to capitalize on the income and potential capital gains from these investments.
- Other Mortgage-Related Instruments
In addition to the conventional mortgage-backed securities, the company also diversifies its investment portfolio by including other mortgage-related instruments. These can encompass various forms of derivatives or structured products that are linked to the performance of mortgage loans or mortgage-backed securities, expanding the fund's exposure to the mortgage sector in a managed risk environment.
Contact Information
