Renaissance Technologies’s LMBS Holdings & Trades

First Buy
Q1 2018
Duration Held
30 Quarters
Largest Add
Q4 2020
+302,700 Shares
Current Position
169,790 Shares
$8.45 M Value

Renaissance Technologies's LMBS Position Overview

Renaissance Technologies (via Renaissance Technologies LLC) currently holds 169,790 shares of First Trust Low Duration Opportunities ETF (LMBS) worth $8.45 M, representing 0.01% of the portfolio. First purchased in 2018-Q1, this long-term strategic position has been held for 30 quarters.

Based on 13F filings, Renaissance Technologies has maintained a strategic position in LMBS, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2020, adding 302,700 shares. Largest reduction occurred in Q1 2021, reducing 201,237 shares.

Analysis based on 13F filings available since 2013 Q2

Renaissance Technologies's First Trust Low Duration Opportunities ETF (LMBS) Holding Value Over Time

Track share changes against reported price movement

Quarterly First Trust Low Duration Opportunities ETF (LMBS) Trades by Renaissance Technologies

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2018 +28,600 New Buy 28,600 $51.36
Q2 2018 -14,300 Reduce 50.00% 14,300 $51.19
Q3 2018 +19,200 Add 134.27% 33,500 $50.96
Q4 2018 +94,300 Add 281.49% 127,800 $51.05
Q1 2019 +62,100 Add 48.59% 189,900 $51.28
Q2 2019 +5,700 Add 3.00% 195,600 $51.68
Q3 2019 -18,986 Reduce 9.71% 176,614 $51.99
Q4 2019 +15,686 Add 8.88% 192,300 $51.80
Q1 2020 -121,100 Reduce 62.97% 71,200 $51.00
Q2 2020 -44,100 Reduce 61.94% 27,100 $51.70
Q3 2020 +47,800 Add 176.38% 74,900 $51.68
Q4 2020 +302,700 Add 404.14% 377,600 $51.47
Q1 2021 -201,237 Reduce 53.29% 176,363 $51.06
Q2 2021 +38,812 Add 22.01% 215,175 $50.90
Q3 2021 -82,698 Reduce 38.43% 132,477 $50.58
Q4 2021 -20,391 Reduce 15.39% 112,086 $49.99
Q1 2022 -107,983 Reduce 96.34% 4,103 $48.99
Q2 2022 -4,103 Sold Out 0 $0.00
Q4 2022 +145,600 New Buy 145,600 $0.05
Q1 2023 +26,900 Add 18.48% 172,500 $0.05
Q2 2023 +45,800 Add 26.55% 218,300 $0.05
Q3 2023 -27,124 Reduce 12.43% 191,176 $47.24
Q4 2023 +111,493 Add 58.32% 302,669 $48.32
Q1 2024 +148,731 Add 49.14% 451,400 $48.25
Q2 2024 -150,842 Reduce 33.42% 300,558 $48.05
Q3 2024 -145,358 Reduce 48.36% 155,200 $49.41
Q4 2024 +72,500 Add 46.71% 227,700 $48.67
Q1 2025 +96,500 Add 42.38% 324,200 $49.16
Q2 2025 -73,400 Reduce 22.64% 250,800 $49.26
Q3 2025 -81,010 Reduce 32.30% 169,790 $49.79

Renaissance Technologies's First Trust Low Duration Opportunities ETF Investment FAQs

Renaissance Technologies first purchased First Trust Low Duration Opportunities ETF (LMBS) in Q1 2018, acquiring 28,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Renaissance Technologies has held First Trust Low Duration Opportunities ETF (LMBS) for 30 quarters since Q1 2018.

Renaissance Technologies's largest addition to First Trust Low Duration Opportunities ETF (LMBS) was in Q4 2020, adding 377,600 shares worth $19.44 M.

According to the latest 13F filing for Q3 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 169,790 shares of First Trust Low Duration Opportunities ETF (LMBS), valued at approximately $8.45 M.

As of the Q3 2025 filing, First Trust Low Duration Opportunities ETF (LMBS) represents approximately 0.01% of Renaissance Technologies's publicly disclosed stock portfolio, making it one of their key holdings.

Renaissance Technologies's peak holding in First Trust Low Duration Opportunities ETF (LMBS) was 451,400 shares, as reported at the end of Q1 2024.