Heck Capital Advisors, LLC First Tr Et Fd Iii Short Durat Transaction History

Heck Capital Advisors, LLC

$1.16 Trillion
Q2 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 May 13, 2025	BUY	$19.8 - $20.06 $0 - $0	0 New	0 $10,000
Q3 2024 May 19, 2025	BUY	$19.74 - $20.07 $0 - $0	0 New	0 $10,000
Q2 2024 May 19, 2025	BUY	$19.67 - $19.84 $0 - $0	0 New	0 $10,000
Q1 2024 May 19, 2025	SELL	$19.82 - $19.96 $2.15 Million - $2.16 Million	-108,314 Closed	0 $0
Q4 2023 May 19, 2025	SELL	$19.31 - $19.97 $148,918 - $154,008	-7,712 Reduced 6.65%	108,314 $2.16 Billion
Q3 2023 May 19, 2025	BUY	$19.39 - $19.82 $2.25 Million - $2.3 Million	116,026 New	116,026 $2.25 Billion
Q2 2023 May 19, 2025	SELL	$19.61 - $19.97 $49,123 - $50,024	-2,505 Reduced 2.1%	116,895 $2.31 Billion
Q1 2023 May 19, 2025	BUY	$19.64 - $20.02 $11,744 - $11,971	598 Added 0.5%	119,400 $2.37 Billion
Q4 2022 May 19, 2025	BUY	$19.42 - $19.84 $2.31 Million - $2.36 Million	118,802 New	118,802 $2.35 Billion
Q3 2022 May 20, 2025	BUY	$19.48 - $20.09 $2.15 Million - $2.22 Million	110,481 New	110,481 $2.15 Billion

Others Institutions Holding FSMB

# of Institutions

135

Shares Held

20.7M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.15M
Shares

$83.5 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.75M
Shares

$35.2 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.37M
Shares

$27.5 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

1.34M
Shares

$27 Million
0.01% of portfolio
Rmr Wealth Builders

862K
Shares

$17.3 Million
1.59% of portfolio

About FIRST TR ET FD III SHORT DURAT

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