HCA
Heck Capital Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.3M | Buy |
453,087
+17,517
| +4% | +$863K | 1.92% | 13 |
|
|
2025
Q1 | $21.4M | Buy |
435,570
+28,990
| +7% | +$1.43M | 2.41% | 10 |
|
|
2024
Q4 | $19.8M | Buy |
406,580
+10,824
| +3% | +$527K | 2.27% | 10 |
|
|
2024
Q3 | $19.6M | Buy |
395,756
+162,039
| +69% | +$8.01M | 2.25% | 10 |
|
|
2024
Q2 | $11.2M | Buy |
233,717
+951
| +0.4% | +$45.7K | 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% | +$2.39M | 2.33% | 9 |
|
|
2023
Q3 | $11.6M | Buy |
246,419
+5,719
| +2% | +$270K | 2.16% | 9 |
|
|
2023
Q2 | $11.5M | Sell |
240,700
-36,267
| -13% | -$1.73M | 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% | +$836K | 2.38% | 12 |
|
|
2022
Q2 | $10.9M | Buy |
226,376
+90,806
| +67% | +$4.39M | 2.2% | 11 |
|
|
2022
Q1 | $6.64M | Buy |
135,570
+910
| +0.7% | +$44.5K | 1.2% | 24 |
|
|
2021
Q4 | $6.73M | Buy |
+134,660
| New | +$6.73M | 1.22% | 19 |
|