TrueWealth Financial Partners Invests $1.49 Million in First Trust Low Duration Opportunities ETF $LMBS

Posted by Ethan Ryder on May 14th, 2026

TrueWealth Financial Partners purchased a new position in shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 29,784 shares of the company’s stock, valued at approximately $1,489,000. First Trust Low Duration Opportunities ETF accounts for 1.2% of TrueWealth Financial Partners’ investment portfolio, making the stock its 27th biggest holding.

Other hedge funds have also modified their holdings of the company. Palisade Asset Management LLC purchased a new position in shares of First Trust Low Duration Opportunities ETF during the 3rd quarter worth $26,000. CX Institutional acquired a new position in First Trust Low Duration Opportunities ETF during the 3rd quarter worth about $28,000. Financial Network Wealth Advisors LLC acquired a new position in First Trust Low Duration Opportunities ETF during the 3rd quarter worth about $29,000. Hazlett Burt & Watson Inc. lifted its stake 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 in the last quarter. Finally, Flagship Harbor Advisors LLC acquired a new position in First Trust Low Duration Opportunities ETF during the 4th quarter worth about $69,000.

First Trust Low Duration Opportunities ETF Price Performance

LMBS opened at $49.89 on Thursday. The stock’s 50-day moving average price is $49.99 and its 200 day moving average price is $50.05. First Trust Low Duration Opportunities ETF has a 12-month low of $47.87 and a 12-month high of $51.98.

First Trust Low Duration Opportunities ETF Announces Dividend

The company also recently announced a monthly dividend, which was paid on Thursday, April 30th. Investors of record on Tuesday, April 21st were paid a dividend of $0.17 per share. The ex-dividend date of this dividend was Tuesday, April 21st. This represents a c) annualized dividend 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.