Purchased 89,706 shares of LMBS; estimated trade value $4.5 million (based on quarterly average price).
Quarter-end position value increased by approximately $4.50 million, reflecting both share additions and price movement.
Transaction represented an approximately 2.3% increase of fund’s 13F assets under management (AUM).
Post-trade stake: 165,186 shares, valued at approximately $8.26 million.
Position now accounts for approximately 4.2% of Friedenthal Financial’s reportable AUM.
Friedenthal Financial disclosed a buy of 89,706 shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS) in its Jan. 27, 2026, SEC filing, with an estimated transaction value of $4.48 million based on quarterly average pricing.
According to a Jan. 27, 2026, SEC filing, Friedenthal Financial bought 89,706 shares of First Trust Low Duration Opportunities ETF, an estimated $4.48 million trade based on the average share price during the quarter. As a result, the stake’s value at quarter-end rose by approximately $4.50 million, inclusive of both the new shares and market price changes.
| Metric | Value |
|---|---|
| AUM | N/A |
| Price (as of market close 1/26/26) | $50.09 |
| Dividend yield | 4.07% |
| 1-year total return | 7.42% |
First Trust Low Duration Opportunities ETF (LMBS) is a large, actively managed ETF with a market capitalization of $5.73 billion. The fund seeks to deliver current income and capital preservation by investing predominantly in mortgage-related securities, balancing risk through active portfolio management. Its strategy targets investors seeking a stable income stream and reduced interest rate sensitivity compared to longer-duration bond funds.
Friedenthal Financial disclosed 251 positions in its latest 13F filing, down from 266 positions in the prior quarter. It made some adjustments among its largest holdings, more than doubling its LMBS position while reducing stakes in other top holdings such as ITOT, SCHA, and IJH.
LMBS offers exposure to a portfolio of mortgage-backed bonds. The fund’s current weighted average net duration for its bond holdings is about 2.5 years, which is relatively short. Adding to this bond fund while reducing positions in the stock-focused funds like ITOT, SCHA, and IJH shows an apparent rotation from risk to more certain near-term returns from bonds.
The potential for falling interest rates in 2026, after three years of elevated rates, may make short-term bonds more attractive right now. This is because, as interest rates fall, bond prices rise. Although LMBS seeks to limit interest rate sensitivity, sudden rate movements can affect its returns. For example, the initial spike in interest rates in 2022 caused the value of LMBS to decline, but the fund has delivered solid returns as rates have stabilized over the past two years.
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John Ballard has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
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