HPC
Hobart Private Capital’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $737K | Sell |
37,031
-29,812
| -45% | -$593K | 0.17% | 65 |
|
2025
Q1 | $1.33M | Sell |
66,843
-4,561
| -6% | -$90.6K | 0.33% | 49 |
|
2024
Q4 | $1.42M | Buy |
71,404
+291
| +0.4% | +$5.77K | 0.35% | 44 |
|
2024
Q3 | $1.42M | Buy |
71,113
+89
| +0.1% | +$1.78K | 0.36% | 39 |
|
2024
Q2 | $1.4M | Buy |
71,024
+35,596
| +100% | +$704K | 0.4% | 38 |
|
2024
Q1 | $703K | Buy |
35,428
+5,737
| +19% | +$114K | 0.21% | 44 |
|
2023
Q4 | $592K | Buy |
+29,691
| New | +$592K | 0.2% | 42 |
|