ARQ Wealth Advisors’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
Q2 | – | Sell |
-125,155
| Closed | -$6.43M | – | 85 |
|
|
2024
Q1 | $6.43M | Buy |
+125,155
| New | +$6.43M | 2.79% | 12 |
|
|
2021
Q4 | – | Sell |
-147,338
| Closed | -$8.37M | – | 50 |
|
|
2021
Q3 | $8.37M | Buy |
+147,338
| New | +$8.37M | 5.38% | 6 |
|
|
2021
Q2 | – | Sell |
-136,767
| Closed | -$7.72M | – | 51 |
|
|
2021
Q1 | $7.72M | Buy |
136,767
+12,117
| +10% | +$684K | 4.99% | 8 |
|
|
2020
Q4 | $7.07M | Buy |
+124,650
| New | +$7.07M | 4.44% | 9 |
|
|
2020
Q2 | – | Sell |
-68,677
| Closed | -$3.71M | – | 42 |
|
|
2020
Q1 | $3.71M | Buy |
+68,677
| New | +$3.71M | 4.22% | 10 |
|