Walkner Condon Financial Advisors LLC Has $5.91 Million Stock Holdings in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS)

Walkner Condon Financial Advisors LLC reduced its holdings in First Trust Low Duration Opportunities ETF (NASDAQ:LMBSFree Report) by 41.4% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 119,536 shares of the company’s stock after selling 84,532 shares during the quarter. First Trust Low Duration Opportunities ETF makes up about 1.2% of Walkner Condon Financial Advisors LLC’s portfolio, making the stock its 22nd largest holding. Walkner Condon Financial Advisors LLC’s holdings in First Trust Low Duration Opportunities ETF were worth $5,906,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of the business. Farther Finance Advisors LLC boosted its holdings in First Trust Low Duration Opportunities ETF by 691.6% in the second quarter. Farther Finance Advisors LLC now owns 15,531 shares of the company’s stock valued at $745,000 after acquiring an additional 13,569 shares during the last quarter. Oppenheimer & Co. Inc. raised its stake in First Trust Low Duration Opportunities ETF by 3.5% during the second quarter. Oppenheimer & Co. Inc. now owns 45,426 shares of the company’s stock worth $2,183,000 after buying an additional 1,524 shares during the last quarter. Strategic Financial Concepts LLC bought a new stake in First Trust Low Duration Opportunities ETF during the second quarter valued at $53,000. Ameritas Investment Partners Inc. grew its holdings in First Trust Low Duration Opportunities ETF by 9.0% during the 2nd quarter. Ameritas Investment Partners Inc. now owns 137,894 shares of the company’s stock worth $6,626,000 after acquiring an additional 11,362 shares during the period. Finally, Commonwealth Equity Services LLC raised its position in shares of First Trust Low Duration Opportunities ETF by 9.1% in the 2nd quarter. Commonwealth Equity Services LLC now owns 680,966 shares of the company’s stock worth $32,720,000 after acquiring an additional 56,528 shares in the last quarter.

First Trust Low Duration Opportunities ETF Stock Performance

Shares of First Trust Low Duration Opportunities ETF stock opened at $48.56 on Thursday. The stock’s 50-day moving average is $49.14 and its 200 day moving average is $48.62. First Trust Low Duration Opportunities ETF has a one year low of $45.06 and a one year high of $51.49.

First Trust Low Duration Opportunities ETF Announces Dividend

The business also recently disclosed a monthly dividend, which was paid on Friday, November 1st. Stockholders of record on Tuesday, October 22nd were paid a $0.17 dividend. The ex-dividend date of this dividend was Tuesday, October 22nd. This represents a $2.04 annualized dividend and a dividend yield of 4.20%.

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.

See Also

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

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