Alta Wealth Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $216K | Buy |
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|
2024
Q4 | $215K | Sell |
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|
2024
Q3 | $329K | Sell |
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|
2024
Q2 | $338K | Sell |
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|
2024
Q1 | $342K | Sell |
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|
2023
Q4 | $348K | Sell |
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|
2023
Q3 | $687K | Sell |
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|
2023
Q2 | $787K | Sell |
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|
2023
Q1 | $827K | Buy |
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|
2022
Q4 | $813K | Sell |
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|
2022
Q3 | $931K | Buy |
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|
2022
Q2 | $866K | Buy |
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|
2022
Q1 | $838K | Buy |
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|
2021
Q4 | $726K | Buy |
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|
2021
Q3 | $475K | Buy |
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|
2021
Q2 | $462K | Buy |
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|
2021
Q1 | $422K | Buy |
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|
2020
Q4 | $319K | Buy |
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