First Trust Low Duration Opportunities ETF (LMBS) is 1 North Wealth Services LLC’s 9th Largest Position

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1 North Wealth Services LLC lifted its holdings in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS) by 21.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 92,622 shares of the company’s stock after buying an additional 16,197 shares during the period. First Trust Low Duration Opportunities ETF makes up 3.3% of 1 North Wealth Services LLC’s holdings, making the stock its 9th biggest position. 1 North Wealth Services LLC’s holdings in First Trust Low Duration Opportunities ETF were worth $4,750,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of the company. Allred Capital Management LLC lifted its stake in shares of First Trust Low Duration Opportunities ETF by 2.4% in the first quarter. Allred Capital Management LLC now owns 10,924 shares of the company’s stock worth $560,000 after buying an additional 253 shares in the last quarter. Family Legacy Inc. lifted its stake in shares of First Trust Low Duration Opportunities ETF by 7.3% in the first quarter. Family Legacy Inc. now owns 4,284 shares of the company’s stock worth $220,000 after buying an additional 293 shares in the last quarter. LifePlan Financial Group Inc lifted its stake in shares of First Trust Low Duration Opportunities ETF by 7.9% in the first quarter. LifePlan Financial Group Inc now owns 3,998 shares of the company’s stock worth $205,000 after buying an additional 294 shares in the last quarter. Northern Oak Wealth Management Inc. lifted its stake in shares of First Trust Low Duration Opportunities ETF by 3.0% in the first quarter. Northern Oak Wealth Management Inc. now owns 10,706 shares of the company’s stock worth $549,000 after buying an additional 315 shares in the last quarter. Finally, BerganKDV Wealth Management LLC lifted its stake in shares of First Trust Low Duration Opportunities ETF by 1.3% in the fourth quarter. BerganKDV Wealth Management LLC now owns 30,245 shares of the company’s stock worth $1,544,000 after buying an additional 397 shares in the last quarter.

Shares of LMBS stock opened at $51.46 on Tuesday. First Trust Low Duration Opportunities ETF has a 12 month low of $50.78 and a 12 month high of $51.48.

The company also recently announced a monthly dividend, which was paid on Tuesday, April 30th. Shareholders of record on Wednesday, April 24th were paid a dividend of $0.1175 per share. This represents a $1.41 dividend on an annualized basis and a yield of 2.74%. The ex-dividend date of this dividend was Tuesday, April 23rd.

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

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