Heck Capital Advisors
FMB icon

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
Q3 		$2.14M Buy
44,627
+1,644
+4% +$82.3K 0.12% 88
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 0.09% 99
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

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Heck Capital Advisors's FMB Position: Q3 2026 in Review

Heck Capital Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 3.8% in Q3 2026, buying an estimated $82.3K and bringing the position to 44,627 shares worth $2.14M. The position accounts for 0.12% of the portfolio, ranked #88.

Heck Capital Advisors first reported a position in FMB in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.9M in Q2 2022. 206 funds tracked by Wall St. Rank hold FMB as of Q3 2026.

  • Heck Capital Advisors held 44,627 shares of First Trust Managed Municipal ETF worth $2.14M as of Q3 2026.
  • Heck Capital Advisors bought 1,644 First Trust Managed Municipal ETF shares in Q3 2026, an estimated $82.3K.
  • First Trust Managed Municipal ETF made up 0.12% of Heck Capital Advisors's portfolio in Q3 2026, its #88 holding.
  • Heck Capital Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2020 and has held it in 23 quarters since.
  • Heck Capital Advisors's First Trust Managed Municipal ETF position peaked at $3.9M in Q2 2022.
  • 206 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2026.

Based on Heck Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.