AWA
Alta Wealth Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Sell |
7,173
-53
| -0.7% | -$2.64K | 0.17% | 83 |
|
|
2025
Q1 | $364K | Sell |
7,226
-187
| -3% | -$9.43K | 0.17% | 98 |
|
|
2024
Q4 | $378K | Sell |
7,413
-8,752
| -54% | -$446K | 0.17% | 107 |
|
|
2024
Q3 | $840K | Sell |
16,165
-370
| -2% | -$19.2K | 0.38% | 58 |
|
|
2024
Q2 | $844K | Buy |
16,535
+12
| +0.1% | +$613 | 0.42% | 56 |
|
|
2024
Q1 | $849K | Sell |
16,523
-1,348
| -8% | -$69.2K | 0.43% | 56 |
|
|
2023
Q4 | $923K | Sell |
17,871
-26,394
| -60% | -$1.36M | 0.52% | 54 |
|
|
2023
Q3 | $2.16M | Sell |
44,265
-2,594
| -6% | -$127K | 1.33% | 19 |
|
|
2023
Q2 | $2.37M | Sell |
46,859
-545
| -1% | -$27.6K | 1.39% | 18 |
|
|
2023
Q1 | $2.41M | Sell |
47,404
-414
| -0.9% | -$21.1K | 1.52% | 14 |
|
|
2022
Q4 | $2.4M | Sell |
47,818
-9,205
| -16% | -$461K | 1.62% | 14 |
|
|
2022
Q3 | $2.78M | Buy |
57,023
+3,215
| +6% | +$157K | 1.99% | 15 |
|
|
2022
Q2 | $2.73M | Buy |
53,808
+1,040
| +2% | +$52.7K | 1.89% | 15 |
|
|
2022
Q1 | $2.8M | Buy |
52,768
+4,608
| +10% | +$245K | 1.66% | 14 |
|
|
2021
Q4 | $2.74M | Buy |
48,160
+20,255
| +73% | +$1.15M | 1.69% | 11 |
|
|
2021
Q3 | $1.58M | Buy |
27,905
+5,398
| +24% | +$306K | 1.15% | 21 |
|
|
2021
Q2 | $1.29M | Buy |
22,507
+2,118
| +10% | +$121K | 0.94% | 28 |
|
|
2021
Q1 | $1.15M | Buy |
20,389
+455
| +2% | +$25.7K | 0.96% | 29 |
|
|
2020
Q4 | $1.13M | Buy |
+19,934
| New | +$1.13M | 0.95% | 26 |
|