Heck Capital Advisors 13F: Cuts LMBS Stake by $8.5M
An SEC filing shows Heck Capital Advisors trimmed its holdings in LMBS during the recent period.
Reviewed by automated data checks against the source filing. How we make and check alerts
Heck Capital Advisors sold 174,943 shares from its stake in First Trust Low Duration Opportunities ETF ($LMBS), a 31.24% decrease, according to a 13F filing with the SEC dated October 14, 2026. It reported 384,997 shares worth $18.66 million at the end of the quarter.
Since the filing, $LMBS is up 0.1% to date (from the $48.70 close on Oct 14, 2026).
Find the original: Heck Capital Advisors 13F filings on SEC EDGAR
LMBS
First Trust Low Duration Opportunities ETF
Key Points
- Heck Capital Advisors cut its holdings in LMBS by 174,943 shares, reducing its position by 31.2% in a filing on October 14, 2026.
- The fund finished the period with 384,997 shares of LMBS with a reported value of $18,656,937.
- Institutional 13F filings look backward at portfolio choices made over the prior quarter and may not show the fund's current holdings.
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Heck Capital Advisors trimmed its investment in LMBS, according to a Form 13F institutional holdings report filed with the Securities and Exchange Commission on October 14, 2026. Because 13F reports look backward at the end of a completed quarter, the filing shows portfolio choices made earlier and might not reflect the fund's exact setup today.
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What Changed in Heck Capital Advisors's LMBS Position
During the quarter, Heck Capital Advisors reduced its position in LMBS by 174,943 shares. That marked a 31.2% decrease from its previous count of 559,400 shares. The fund wrapped up the period holding 384,997 shares, with a total reported value of $18,656,937.
About LMBS
LMBS operates in the financial markets, offering investors exposure to mortgage-backed securities. Institutional investment choices in funds like LMBS often point to how managers shift their fixed-income exposure as interest rates and market conditions change. Heck Capital Advisors routinely adjusts its portfolio across various asset classes, as seen in its other recent portfolio moves.
Bottom Line
Investors tracking Heck Capital Advisors should remember that this 13F filing covers past activity. Future SEC filings will show whether the fund continues to trim its position or changes direction. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Related Filing Alerts
Source: Heck Capital Advisors's 13F filing on $LMBS (Oct 14, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Heck Capital Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts