Allworth Financial’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 | $5.1M | Buy |
256,449
+77,518
| +43% | +$1.54M | 0.02% | 300 |
|
|
2025
Q1 | $3.52M | Sell |
178,931
-4,425
| -2% | -$87.1K | 0.02% | 302 |
|
|
2024
Q4 | $3.64M | Buy |
183,356
+28,565
| +18% | +$567K | 0.02% | 299 |
|
|
2024
Q3 | $3.1M | Sell |
154,791
-8,707
| -5% | -$174K | 0.02% | 265 |
|
|
2024
Q2 | $3.25M | Buy |
163,498
+21,416
| +15% | +$426K | 0.02% | 252 |
|
|
2024
Q1 | $2.82M | Sell |
142,082
-4,824
| -3% | -$95.7K | 0.02% | 258 |
|
|
2023
Q4 | $2.93M | Buy |
146,906
+94,910
| +183% | +$1.89M | 0.02% | 250 |
|
|
2023
Q3 | $1.01M | Sell |
51,996
-13,270
| -20% | -$257K | 0.01% | 382 |
|
|
2023
Q2 | $1.29M | Buy |
65,266
+12,989
| +25% | +$256K | 0.01% | 343 |
|
|
2023
Q1 | $1.04M | Buy |
52,277
+576
| +1% | +$11.5K | 0.01% | 350 |
|
|
2022
Q4 | $1.02M | Buy |
51,701
+50,436
| +3,987% | +$996K | 0.01% | 341 |
|
|
2022
Q3 | $25K | Buy |
+1,265
| New | +$25K | ﹤0.01% | 1204 |
|