Heck Capital Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Heck Capital Advisors’s Portfolio FMB Stock Details FMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.21M	Buy	42,983 +320	+0.8%	+$16.4K	0.13%	87
2026 Q1	$2.16M	Buy	42,663 +5,953	+16%	+$306K	0.16%	82
2025 Q4	$1.88M	Sell	36,710 -2,366	-6%	-$121K	0.14%	81
2025 Q3	$1.98M	Buy	39,076 +613	+2%	+$30.6K	0.15%	81
2025 Q2	$1.92M	Sell	38,463 -4,462	-10%	-$222K	0.16%	71
2025 Q1	$2.16M	Buy	42,925 +1,864	+5%	+$95.1K	0.24%	68
2024 Q4	$2.09M	Buy	41,061 +890	+2%	+$45.8K	0.24%	60
2024 Q3	$2.09M	Sell	40,171 -598	-1%	-$30.9K	0.24%	63
2024 Q2	$2.08M	Sell	40,769 -382	-0.9%	-$19.5K	0.26%	63
2024 Q1	$2.11M	Sell	41,151 -1,377	-3%	-$70.9K	0.32%	54
2023 Q4	$2.2M	Sell	42,528 -4,423	-9%	-$220K	0.36%	52
2023 Q3	$2.29M	Sell	46,951 -344	-0.7%	-$17.3K	0.43%	54
2023 Q2	$2.4M	Sell	47,295 -968	-2%	-$49.1K	0.41%	54
2023 Q1	$2.46M	Buy	48,263 +328	+0.7%	+$16.7K	0.47%	48
2022 Q4	$2.4M	Buy	+47,935	New	+$2.38M	0.47%	48
2022 Q3	–	Sell	-77,068	Closed	-$3.9M	–	139
2022 Q2	$3.9M	Buy	77,068 +39,609	+106%	+$2.03M	0.79%	41
2022 Q1	$1.99M	Sell	37,459 -253	-0.7%	-$13.9K	0.36%	54
2021 Q4	$2.15M	Sell	37,712 -961	-2%	-$54.6K	0.39%	46
2021 Q3	$2.2M	Buy	38,673 +2,521	+7%	+$145K	0.44%	45
2021 Q2	$2.07M	Sell	36,152 -7,416	-17%	-$423K	0.41%	48
2021 Q1	$2.46M	Sell	43,568 -1,522	-3%	-$86.3K	0.54%	38
2020 Q4	$2.56M	Buy	+45,090	New	+$2.53M	0.62%	32

Other funds holding FMB

TBF

True Blue Financial Stevensville, Michigan $237M AUM

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

VPWL

VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

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

Heck Capital Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 0.75% in Q2 2026, buying an estimated $16.4K and bringing the position to 42,983 shares worth $2.21M. The position accounts for 0.13% of the portfolio, ranked #87.

Heck Capital Advisors first reported a position in FMB in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.9M in Q2 2022. 43 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Heck Capital Advisors held 42,983 shares of First Trust Managed Municipal ETF worth $2.21M as of Q2 2026.
Heck Capital Advisors bought 320 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $16.4K.
First Trust Managed Municipal ETF made up 0.13% of Heck Capital Advisors's portfolio in Q2 2026, its #87 holding.
Heck Capital Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2020 and has held it in 22 quarters since.
Heck Capital Advisors's First Trust Managed Municipal ETF position peaked at $3.9M in Q2 2022.
43 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

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