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First Trust Low Duration Mortgage Opportunities ETF
LMBS performance and flow charts
Performance
Flows
Historic performance and flows
Data as of September 17, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -0.86% | -0.06% | +2.23% | +3.34% | +14.03% | +12.62% |
| Flows | +$143M | +$250M | +$895M | +$1.23B | +$2.28B | +$436K |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | First Trust |
| N° of holdings | 0 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | November 4, 2014 |
| ESG | No |
More data and info about LMBS on Trackinsight
Exposure
Data as of January 1, 1970Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +2.61% | +2.28% | +2.63% | +2.66% |
Max drawdown | -1.37% | -1.38% | -1.96% | -6.06% |
Max drawdown duration | 29d | 46d | 172d | 796d |
Time to recover | N/A | 22d | 72d | 419d |
What type of ETF is LMBS?
LMBS is a Active ETF that provides exposure to Fixed Income assets. It is managed by First Trust.
What does LMBS invest in?
This ETF provides exposure to US Investment Grade Aggregate Bonds. It is part of the segment: MBS & ABS.
What is the expense ratio of LMBS?
The total expense ratio (TER) of LMBS is 0.66%, representing the annual fee charged by the fund manager.
When was LMBS launched?
LMBS was launched on November 4, 2014, marking its entry into the ETF market.
Who is the issuer of LMBS?
LMBS is issued by First Trust.
What is the AUM of LMBS?
As of September 17, 2026, LMBS manages $6.51 B, reflecting the total assets held in the fund.
How has LMBS performed recently?
As of September 17, 2026, LMBS delivered a return of -0.86% over the past month (1M performance), -0.06% over the past three months (3M), and 2.23% year-to-date (YTD).
What are the recent fund flows for LMBS?
As of September 17, 2026, LMBS has seen net flows of +$143M in the past month (1M flow) and +$895M year-to-date (YTD).
Does LMBS pay dividends?
As of September 17, 2026, LMBS has a trailing 12-month distribution yield of 4.84%.
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