Heck Capital Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | -$10 | – | 241 |
|
|
2024
Q4 | – | Hold |
0
| – | -$10 | – | 238 |
|
|
2024
Q3 | – | Hold |
0
| – | -$10 | – | 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% | -$154K | 0.35% | 53 |
|
|
2023
Q3 | $2.25M | Sell |
116,026
-869
| -0.7% | -$16.8K | 0.42% | 55 |
|
|
2023
Q2 | $2.31M | Sell |
116,895
-2,505
| -2% | -$49.4K | 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% | +$164K | 0.45% | 49 |
|
|
2022
Q3 | $2.15M | Buy |
+110,481
| New | +$2.15M | 0.44% | 50 |
|