Endowment Wealth Management Inc. Boosts Stock Position in First Trust Low Duration Opportunities ETF $LMBS

Posted by Casey Walker on Oct 13th, 2025

Endowment Wealth Management Inc. raised its stake in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 12.3% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 54,223 shares of the company’s stock after purchasing an additional 5,927 shares during the period. First Trust Low Duration Opportunities ETF accounts for approximately 1.4% of Endowment Wealth Management Inc.’s investment portfolio, making the stock its 18th largest holding. Endowment Wealth Management Inc. owned about 0.05% of First Trust Low Duration Opportunities ETF worth $2,671,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of LMBS. SouthState Corp purchased a new stake in shares of First Trust Low Duration Opportunities ETF during the first quarter worth about $82,000. Rossby Financial LCC purchased a new stake in shares of First Trust Low Duration Opportunities ETF during the first quarter worth about $87,000. Clarity Capital Partners LLC purchased a new stake in shares of First Trust Low Duration Opportunities ETF during the first quarter worth about $203,000. Rathbones Group PLC purchased a new stake in shares of First Trust Low Duration Opportunities ETF during the first quarter worth about $209,000. Finally, Parallel Advisors LLC grew its stake in shares of First Trust Low Duration Opportunities ETF by 15.9% during the second quarter. Parallel Advisors LLC now owns 4,323 shares of the company’s stock worth $213,000 after acquiring an additional 593 shares during the last quarter.

First Trust Low Duration Opportunities ETF Stock Performance

Shares of LMBS stock opened at $49.97 on Monday. First Trust Low Duration Opportunities ETF has a fifty-two week low of $48.32 and a fifty-two week high of $50.25. The stock’s 50-day simple moving average is $49.70 and its 200-day simple moving average is $49.26.

First Trust Low Duration Opportunities ETF Announces Dividend

The company also recently announced a monthly dividend, which was paid on Tuesday, September 30th. Investors of record on Thursday, September 25th were given a $0.17 dividend. The ex-dividend date was Thursday, September 25th. This represents a c) dividend on an annualized basis and a yield of 4.1%.

About First Trust Low Duration Opportunities ETF

(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.