Advance Capital Management’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Sell |
82,312
-5,672
| -6% | -$283K | 0.19% | 30 |
|
|
2025
Q1 | $4.44M | Sell |
87,984
-3,292
| -4% | -$166K | 0.21% | 25 |
|
|
2024
Q4 | $4.66M | Buy |
91,276
+2,460
| +3% | +$125K | 0.21% | 21 |
|
|
2024
Q3 | $4.61M | Buy |
88,816
+15,809
| +22% | +$821K | 0.2% | 21 |
|
|
2024
Q2 | $3.73M | Sell |
73,007
-5,285
| -7% | -$270K | 0.18% | 21 |
|
|
2024
Q1 | $4.02M | Sell |
78,292
-875
| -1% | -$44.9K | 0.28% | 21 |
|
|
2023
Q4 | $4.09M | Sell |
79,167
-1,976
| -2% | -$102K | 0.32% | 17 |
|
|
2023
Q3 | $3.97M | Sell |
81,143
-3,950
| -5% | -$193K | 0.37% | 13 |
|
|
2023
Q2 | $4.31M | Buy |
85,093
+12,306
| +17% | +$624K | 0.49% | 15 |
|
|
2023
Q1 | $3.71M | Buy |
72,787
+291
| +0.4% | +$14.8K | 0.66% | 16 |
|
|
2022
Q4 | $3.63M | Buy |
72,496
+13,382
| +23% | +$671K | 0.48% | 16 |
|
|
2022
Q3 | $2.88M | Sell |
59,114
-7,670
| -11% | -$374K | 0.35% | 16 |
|
|
2022
Q2 | $3.38M | Sell |
66,784
-7,262
| -10% | -$368K | 0.4% | 13 |
|
|
2022
Q1 | $3.93M | Sell |
74,046
-13,863
| -16% | -$736K | 0.48% | 8 |
|
|
2021
Q4 | $5.01M | Buy |
+87,909
| New | +$5.01M | 1.02% | 6 |
|