Heck Capital Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Heck Capital Advisors, LLC

$1.16 Trillion
Q2 2025

A detailed history of Heck Capital Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Heck Capital Advisors, LLC holds 453,087 shares of LMBS stock, worth $22.4 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares

453,087

Previous 435,570 4.02%

Holding current value

$22.4 Million

Previous $21.4 Billion 4.23%

% of portfolio

1.92%

Previous 2.41%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$48.5 - $49.35 $849,574 - $864,463	17,517 Added 4.02%	453,087 $22.3 Billion
Q1 2025 May 12, 2025	BUY	$48.31 - $49.23 $21 Million - $21.4 Million	435,570 New	435,570 $21.4 Billion
Q4 2024 May 13, 2025	SELL	$48.48 - $49.47 $1.41 Million - $1.43 Million	-28,990 Reduced 6.66%	406,580 $19.8 Billion
Q4 2024 Feb 25, 2025	BUY	$48.48 - $49.47 $21.1 Million - $21.5 Million	435,175 New	435,175 $21.2 Billion
Q3 2024 May 19, 2025	BUY	$47.95 - $49.61 $7.77 Million - $8.04 Million	162,039 Added 69.33%	395,756 $19.6 Billion
Q2 2024 May 19, 2025	BUY	$47.58 - $48.41 $45,248 - $46,037	951 Added 0.41%	233,717 $11.2 Billion
Q1 2024 May 19, 2025	SELL	$47.95 - $48.49 $3.02 Million - $3.06 Million	-63,016 Reduced 21.3%	232,766 $11.2 Billion
Q4 2023 May 19, 2025	BUY	$46.58 - $48.36 $2.3 Million - $2.39 Million	49,363 Added 20.03%	295,782 $14.3 Billion
Q3 2023 May 19, 2025	SELL	$47.15 - $47.94 $8.92 Million - $9.07 Million	-189,151 Reduced 43.43%	246,419 $11.6 Billion
Q2 2023 May 19, 2025	SELL	$47.5 - $48.33 $1.72 Million - $1.75 Million	-36,267 Reduced 13.09%	240,700 $11.5 Billion
Q1 2023 May 19, 2025	BUY	$47.34 - $48.21 $1.36 Million - $1.39 Million	28,756 Added 11.59%	276,967 $13.3 Billion
Q4 2022 May 19, 2025	BUY	$46.64 - $47.85 $720,354 - $739,043	15,445 Added 6.64%	248,211 $11.8 Billion
Q3 2022 May 20, 2025	SELL	$47.35 - $48.58 $9.07 Million - $9.31 Million	-191,540 Reduced 43.97%	244,030 $11.6 Billion
Q3 2022 May 19, 2025	BUY	$47.35 - $48.58 $302,566 - $310,426	6,390 Added 2.82%	232,766 $11.2 Billion
Q2 2022 May 19, 2025	BUY	$47.98 - $48.96 $4.36 Million - $4.45 Million	90,806 Added 66.98%	226,376 $10.9 Billion
Q1 2022 May 19, 2025	SELL	$48.85 - $50.03 $14.7 Million - $15 Million	-300,000 Reduced 68.88%	135,570 $6.64 Billion
Q4 2021 May 19, 2025	SELL	$49.97 - $50.67 $15 Million - $15.2 Million	-300,910 Reduced 69.08%	134,660 $6.73 Billion

Others Institutions Holding LMBS

# of Institutions

459

Shares Held

81.8M

Call Options Held

Put Options Held

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About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
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Heck Capital Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History