Heck Capital Advisors, LLC LMBS Holdings History
Heck Capital Advisors, LLC's First Trust Low Duration Mortgage Opportunities ET Holding Summary
As of 2025-06-30, Heck Capital Advisors, LLC held 453,087.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $22.32 Mil. This investment constitutes 1.92% of their stock portfolio, and Heck Capital Advisors, LLC now holds 0.43% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.
The initial trade took place in 2021Q4. And since then Heck Capital Advisors, LLC has made 10 purchases of LMBS, at an average price of $48.96, for a total of 552,370.00 shares. In addition, there have been 2 sales at an average price of $48.11 for 99,283.00 shares. Based on historical transaction data and LMBS's current price of $49.15, Heck Capital Advisors, LLC's estimated gain on his LMBS holdings is $2,251.26, reflecting a 0.01% gain to date.
Heck Capital Advisors, LLC LMBS ($49.15) Holding Chart
Heck Capital Advisors, LLC LMBS ($49.15) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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