Advisornet Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,450
| Closed | -$74.9K | – | 2196 |
|
|
2023
Q4 | $74.9K | Buy |
1,450
+307
| +27% | +$15.9K | 0.01% | 710 |
|
|
2023
Q3 | $55.9K | Buy |
1,143
+8
| +0.7% | +$391 | 0.01% | 758 |
|
|
2023
Q2 | $57.5K | Buy |
1,135
+421
| +59% | +$21.3K | ﹤0.01% | 775 |
|
|
2023
Q1 | $36.4K | Hold |
714
| – | – | ﹤0.01% | 883 |
|
|
2022
Q4 | $35.8K | Buy |
714
+564
| +376% | +$28.3K | ﹤0.01% | 884 |
|
|
2022
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 1404 |
|
|
2022
Q2 | $8K | Sell |
150
-768
| -84% | -$41K | ﹤0.01% | 1387 |
|
|
2022
Q1 | $49K | Buy |
918
+150
| +20% | +$8.01K | ﹤0.01% | 968 |
|
|
2021
Q4 | $44K | Hold |
768
| – | – | ﹤0.01% | 1049 |
|
|
2021
Q3 | $44K | Hold |
768
| – | – | ﹤0.01% | 1036 |
|
|
2021
Q2 | $44K | Buy |
+768
| New | +$44K | ﹤0.01% | 1018 |
|