HCA
LMBS icon

Heck Capital Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Heck Capital Advisors’s Portfolio LMBS Stock Details LMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.9M Buy
559,940
+31,562
+6% +$1.57M 1.66% 13
2026
Q1 		$26.3M Sell
528,378
-2,809
-0.5% -$141K 1.95% 12
2025
Q4 		$26.6M Buy
531,187
+41,144
+8% +$2.06M 1.98% 12
2025
Q3 		$24.4M Buy
490,043
+36,956
+8% +$1.83M 1.89% 14
2025
Q2 		$22.3M Buy
453,087
+17,517
+4% +$858K 1.92% 13
2025
Q1 		$21.4M Buy
435,570
+28,990
+7% +$1.42M 2.41% 10
2024
Q4 		$19.8M Buy
406,580
+10,824
+3% +$529K 2.27% 10
2024
Q3 		$19.6M Buy
395,756
+162,039
+69% +$7.93M 2.25% 10
2024
Q2 		$11.2M Buy
233,717
+951
+0.4% +$45.6K 1.4% 21
2024
Q1 		$11.2M Sell
232,766
-63,016
-21% -$3.04M 1.71% 17
2023
Q4 		$14.3M Buy
295,782
+49,363
+20% +$2.34M 2.33% 9
2023
Q3 		$11.6M Buy
246,419
+5,719
+2% +$272K 2.16% 9
2023
Q2 		$11.5M Sell
240,700
-36,267
-13% -$1.74M 1.98% 14
2023
Q1 		$13.3M Buy
276,967
+28,756
+12% +$1.38M 2.54% 10
2022
Q4 		$11.8M Buy
248,211
+4,181
+2% +$198K 2.28% 10
2022
Q3 		$11.6M Buy
244,030
+17,654
+8% +$852K 2.38% 12
2022
Q2 		$10.9M Buy
226,376
+90,806
+67% +$4.41M 2.2% 11
2022
Q1 		$6.64M Buy
135,570
+910
+0.7% +$45.1K 1.2% 24
2021
Q4 		$6.73M Buy
+134,660
New +$6.77M 1.22% 19

Other funds holding LMBS

TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return