Rockefeller Capital Management L.P. Boosts Stake in First Trust Low Duration Opportunities ETF $LMBS

Rockefeller Capital Management L.P. boosted its stake in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS) by 23.3% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 314,039 shares of the company’s stock after purchasing an additional 59,371 shares during the period. Rockefeller Capital Management L.P. owned about 0.27% of First Trust Low Duration Opportunities ETF worth $15,699,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in the company. TrueWealth Advisors LLC grew its stake in shares of First Trust Low Duration Opportunities ETF by 3.7% in the fourth quarter. TrueWealth Advisors LLC now owns 5,797 shares of the company’s stock valued at $290,000 after buying an additional 209 shares in the last quarter. Valley Financial Group Inc. lifted its stake in First Trust Low Duration Opportunities ETF by 1.9% during the 3rd quarter. Valley Financial Group Inc. now owns 13,324 shares of the company’s stock worth $663,000 after acquiring an additional 246 shares in the last quarter. Hazlett Burt & Watson Inc. lifted its stake in First Trust Low Duration Opportunities ETF by 38.5% during the 4th quarter. Hazlett Burt & Watson Inc. now owns 900 shares of the company’s stock worth $44,000 after acquiring an additional 250 shares in the last quarter. Koshinski Asset Management Inc. boosted its holdings in First Trust Low Duration Opportunities ETF by 5.5% during the 3rd quarter. Koshinski Asset Management Inc. now owns 5,870 shares of the company’s stock valued at $292,000 after acquiring an additional 307 shares during the period. Finally, Lake Street Private Wealth LLC boosted its holdings in First Trust Low Duration Opportunities ETF by 7.6% during the 4th quarter. Lake Street Private Wealth LLC now owns 5,945 shares of the company’s stock valued at $297,000 after acquiring an additional 419 shares during the period.

First Trust Low Duration Opportunities ETF Stock Up 0.0%

NASDAQ LMBS opened at $49.85 on Wednesday. The stock has a 50-day moving average of $49.87 and a two-hundred day moving average of $50.01. First Trust Low Duration Opportunities ETF has a 1-year low of $47.87 and a 1-year high of $51.98.

First Trust Low Duration Opportunities ETF Dividend Announcement

The firm also recently disclosed a monthly dividend, which was paid on Friday, May 29th. Investors of record on Thursday, May 21st were issued a $0.17 dividend. The ex-dividend date was Thursday, May 21st. This represents a c) dividend on an annualized basis and a dividend yield of 4.1%.

About First Trust Low Duration Opportunities ETF

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.