Householder Group Estate & Retirement Specialist LLC Has $2.30 Million Stock Position in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS)

Householder Group Estate & Retirement Specialist LLC raised its position in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS) by 35.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 47,220 shares of the company’s stock after buying an additional 12,359 shares during the period. First Trust Low Duration Opportunities ETF accounts for about 1.7% of Householder Group Estate & Retirement Specialist LLC’s investment portfolio, making the stock its 12th biggest position. Householder Group Estate & Retirement Specialist LLC’s holdings in First Trust Low Duration Opportunities ETF were worth $2,298,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. Envestnet Asset Management Inc. boosted its stake in First Trust Low Duration Opportunities ETF by 1.6% in the second quarter. Envestnet Asset Management Inc. now owns 964,019 shares of the company’s stock worth $46,321,000 after purchasing an additional 15,450 shares in the last quarter. Axxcess Wealth Management LLC raised its holdings in shares of First Trust Low Duration Opportunities ETF by 18.7% in the second quarter. Axxcess Wealth Management LLC now owns 19,070 shares of the company’s stock valued at $916,000 after buying an additional 3,000 shares during the last quarter. Waterloo Capital L.P. lifted its position in First Trust Low Duration Opportunities ETF by 6.5% during the 2nd quarter. Waterloo Capital L.P. now owns 5,827 shares of the company’s stock worth $280,000 after buying an additional 358 shares in the last quarter. AE Wealth Management LLC grew its holdings in First Trust Low Duration Opportunities ETF by 5.0% during the 2nd quarter. AE Wealth Management LLC now owns 281,809 shares of the company’s stock worth $13,541,000 after acquiring an additional 13,378 shares during the last quarter. Finally, Ameritas Investment Partners Inc. increased its position in First Trust Low Duration Opportunities ETF by 9.0% in the 2nd quarter. Ameritas Investment Partners Inc. now owns 137,894 shares of the company’s stock valued at $6,626,000 after acquiring an additional 11,362 shares in the last quarter.

First Trust Low Duration Opportunities ETF Trading Up 0.0 %

Shares of LMBS stock opened at $48.72 on Friday. First Trust Low Duration Opportunities ETF has a 1 year low of $45.06 and a 1 year high of $51.49. The firm’s 50 day moving average is $48.71 and its 200-day moving average is $48.87.

First Trust Low Duration Opportunities ETF Dividend Announcement

The company also recently disclosed a monthly dividend, which was paid on Tuesday, December 31st. Shareholders of record on Friday, December 13th were issued a dividend of $0.17 per share. This represents a $2.04 annualized dividend and a yield of 4.19%. The ex-dividend date was Friday, December 13th.

First Trust Low Duration Opportunities ETF Company Profile

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.