AE Wealth Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Buy |
16,550
+4,640
| +39% | +$92.4K | ﹤0.01% | 1078 |
|
|
2025
Q1 | $237K | Buy |
11,910
+8,705
| +272% | +$173K | ﹤0.01% | 1206 |
|
|
2024
Q4 | $63.6K | Buy |
+3,205
| New | +$63.6K | ﹤0.01% | 1521 |
|
|
2023
Q2 | – | Sell |
-14,187
| Closed | -$282K | – | 1958 |
|
|
2023
Q1 | $282K | Buy |
14,187
+1,319
| +10% | +$26.2K | ﹤0.01% | 1581 |
|
|
2022
Q4 | $254K | Buy |
+12,868
| New | +$254K | ﹤0.01% | 1568 |
|