What does LMBS track?

LMBS is the First Trust Low Duration Opportunities ETF, a Other ETF.

What is the expense ratio of LMBS?

Expense ratio data for LMBS is shown on the page when available from our data provider.

What are the largest holdings in LMBS?

Top holdings include US 10yr Ultra Fut Dec26, US 2YR NOTE (CBT) Dec26, US LONG BOND(CBT) Dec26, US Dollar, US 10YR NOTE (CBT)Dec26.

How can PortView analyze LMBS overlap with other ETFs?

PortView computes the holdings overlap between LMBS and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

First Trust Low Duration Opportunities (LMBS) ETF Holdings & Analysis

ETFOther

$48.78-0.06%

1-year price historyRange $48.46 – $50.44

52-week range$48.78

$47.61$51.98

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What LMBS does

First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF is an exchange traded fund launched and managed by First Trust Advisors LP. It invests in the fixed income markets of the United States. The fund invests in investment grade mortgage-related debt securities including residential mortgage-backed securities, commercial mortgage-backed securities, stripped mortgage-backed securities, and collateralized mortgage obligations which are issued or guaranteed by the government or its agencies or instrumentalities. The fund invents in securities with an average maturity of less than three years. It seeks to benchmark the performance of its portfolio against the ICE BofA 1-5 Year US Treasury & Agency Index and the Bloomberg US Aggregate Bond Index. First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF was formed on November 4, 2014 and is domiciled in the United States.

Fund profile

Top holdings

	Holding	Weight
	US 10yr Ultra Fut Dec26	9.30%
	US 2YR NOTE (CBT) Dec26	7.95%
	US LONG BOND(CBT) Dec26	6.62%
	US Dollar	5.71%
	US 10YR NOTE (CBT)Dec26	3.03%
	GNMA TBA, 6.50%, due 01/01/2056	1.59%
	US 5YR NOTE (CBT) Dec26	1.56%
	Fannie Mae or Freddie Mac TBA, 4.50%, due 02/01/2056	1.37%
	Fannie Mae or Freddie Mac TBA, 6%, due 06/01/2056	1.36%
	Fannie Mae or Freddie Mac TBA, 3%, due 01/01/2052	0.82%

Geographic allocation

United States	102.81%
China	0.34%
Australia	0.07%
Japan	0.07%

PortView Portfolio Insights

PortView analyzes how LMBS fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

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Frequently asked questions

What does LMBS track?: LMBS is the First Trust Low Duration Opportunities ETF, a Other ETF.
What is the expense ratio of LMBS?: Expense ratio data for LMBS is shown on the page when available from our data provider.
What are the largest holdings in LMBS?: Top holdings include US 10yr Ultra Fut Dec26, US 2YR NOTE (CBT) Dec26, US LONG BOND(CBT) Dec26, US Dollar, US 10YR NOTE (CBT)Dec26.
How can PortView analyze LMBS overlap with other ETFs?: PortView computes the holdings overlap between LMBS and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.