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	0.85%	24
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Heck Capital Advisors's LMBS Position: Q2 2026 in Review

Heck Capital Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 6% in Q2 2026, buying an estimated $1.57M and bringing the position to 559,940 shares worth $27.9M. The position accounts for 1.66% of the portfolio, ranked #13.

Heck Capital Advisors first reported a position in LMBS in Q4 2021 and has held it in 19 quarters since. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Heck Capital Advisors held 559,940 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $27.9M as of Q2 2026.
Heck Capital Advisors bought 31,562 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.57M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.66% of Heck Capital Advisors's portfolio in Q2 2026, its #13 holding.
Heck Capital Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and has held it in 19 quarters since.
457 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.