HCA
FSMB icon

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
2025
Q1 		– Hold
0
– -$10 – 241
2024
Q4 		– Hold
0
– – – 238
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return