First Trust Low Duration Opportunities ETF (LMBS)
50.11
+0.04
(+0.09%)
USD |
NASDAQ |
Dec 29, 16:00
50.11
0.00 (0.00%)
After-Hours: 20:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.65% | 0.14% | 5.723B | 405415.0 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| -- | 413.0% | 683.37M | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks to generate current income with a secondary objective of capital appreciation. Under normal market conditions, the Fund will seek to achieve its investment objectives by investing at least 80% of its net assets in mortgage-related debt securities and other mortgage-related instruments. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Broad Asset Class | Taxable Bond |
| Broad Category | Fixed Income |
| Global Peer Group | Bond USD Mortgages |
| Peer Group | U.S. Mortgage Funds |
| Global Macro | Bond HC |
| US Macro | U.S. Government & Treasury Fixed Income Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | U.S. Mortgage Funds |
| Fund Owner Firm Name | First Trust |
| Broad Asset Class Benchmark Index | |
| ^BBUSATR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of December 30, 2025.
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 3.95% |
| Stock | 0.00% |
| Bond | 99.18% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -3.13% |
Basic Info
| Investment Strategy | |
| The Fund seeks to generate current income with a secondary objective of capital appreciation. Under normal market conditions, the Fund will seek to achieve its investment objectives by investing at least 80% of its net assets in mortgage-related debt securities and other mortgage-related instruments. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Broad Asset Class | Taxable Bond |
| Broad Category | Fixed Income |
| Global Peer Group | Bond USD Mortgages |
| Peer Group | U.S. Mortgage Funds |
| Global Macro | Bond HC |
| US Macro | U.S. Government & Treasury Fixed Income Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | U.S. Mortgage Funds |
| Fund Owner Firm Name | First Trust |
| Broad Asset Class Benchmark Index | |
| ^BBUSATR | 100.0% |