Midwest Financial Group LLC Trims Holdings in First Trust Low Duration Opportunities ETF $LMBS

Posted by Amy Steele on Oct 1st, 2025

Midwest Financial Group LLC trimmed its stake in shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 15.0% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 38,148 shares of the company’s stock after selling 6,712 shares during the quarter. Midwest Financial Group LLC’s holdings in First Trust Low Duration Opportunities ETF were worth $1,879,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. SouthState Corp bought a new stake in shares of First Trust Low Duration Opportunities ETF during the first quarter valued at about $82,000. Rossby Financial LCC bought a new stake in First Trust Low Duration Opportunities ETF during the 1st quarter worth approximately $87,000. Parallel Advisors LLC purchased a new stake in First Trust Low Duration Opportunities ETF in the 1st quarter worth approximately $183,000. Clarity Capital Partners LLC purchased a new stake in First Trust Low Duration Opportunities ETF in the 1st quarter worth approximately $203,000. Finally, Rathbones Group PLC bought a new position in First Trust Low Duration Opportunities ETF in the 1st quarter valued at $209,000.

First Trust Low Duration Opportunities ETF Stock Performance

LMBS opened at $49.79 on Wednesday. First Trust Low Duration Opportunities ETF has a one year low of $48.32 and a one year high of $50.25. The company has a fifty day moving average price of $49.59 and a 200-day moving average price of $49.22.

First Trust Low Duration Opportunities ETF Dividend Announcement

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

First Trust Low Duration Opportunities ETF 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.