Heck Capital Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Hold	0	–	–	–	815
2024 Q3	–	Hold	0	–	–	–	199
2024 Q2	–	Hold	0	–	–	–	198
2024 Q1	–	Sell	-108,314	Closed	-$2.16M	–	199
2023 Q4	$2.16M	Sell	108,314 -7,712	-7%	-$151K	0.35%	53
2023 Q3	$2.25M	Sell	116,026 -869	-0.7%	-$17.1K	0.42%	55
2023 Q2	$2.31M	Sell	116,895 -2,505	-2%	-$49.6K	0.4%	55
2023 Q1	$2.37M	Buy	119,400 +598	+0.5%	+$11.9K	0.46%	49
2022 Q4	$2.35M	Buy	118,802 +8,321	+8%	+$163K	0.45%	49
2022 Q3	$2.15M	Buy	+110,481	New	+$2.2M	0.44%	50

Other funds holding FSMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Heck Capital Advisors's FSMB Position: Q4 2024 in Review

Heck Capital Advisors held its First Trust Short Duration Managed Municipal ETF (FSMB) position steady in Q4 2024 at 0 shares worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Heck Capital Advisors first reported a position in FSMB in Q3 2022 and has held it in 6 quarters since. The position peaked at $2.37M in Q1 2023. 131 funds tracked by Wall St. Rank hold FSMB as of Q4 2024.

Heck Capital Advisors held 0 shares of First Trust Short Duration Managed Municipal ETF worth $10 as of Q4 2024.
Heck Capital Advisors left its First Trust Short Duration Managed Municipal ETF share count unchanged in Q4 2024.
First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Heck Capital Advisors's portfolio in Q4 2024, its #815 holding.
Heck Capital Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2022 and has held it in 6 quarters since.
Heck Capital Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $2.37M in Q1 2023.
131 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2024.

Based on Heck Capital Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.