Ashton Thomas Private Wealth’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 | $305K | Hold |
15,312
| – | – | 0.01% | 680 |
|
2025
Q1 | $304K | Hold |
15,312
| – | – | 0.01% | 644 |
|
2024
Q4 | $304K | Hold |
15,312
| – | – | 0.01% | 621 |
|
2024
Q3 | $306K | Sell |
15,312
-5,772
| -27% | -$115K | 0.02% | 505 |
|
2024
Q2 | $417K | Hold |
21,084
| – | – | 0.02% | 449 |
|
2024
Q1 | $418K | Hold |
21,084
| – | – | 0.02% | 452 |
|
2023
Q4 | $421K | Sell |
21,084
-7,780
| -27% | -$155K | 0.03% | 447 |
|
2023
Q3 | $560K | Sell |
28,864
-5,048
| -15% | -$97.9K | 0.04% | 378 |
|
2023
Q2 | $669K | Hold |
33,912
| – | – | 0.05% | 351 |
|
2023
Q1 | $674K | Buy |
33,912
+2,440
| +8% | +$48.5K | 0.06% | 307 |
|
2022
Q4 | $621K | Buy |
31,472
+7,142
| +29% | +$141K | 0.06% | 315 |
|
2022
Q3 | $474K | Buy |
24,330
+9,684
| +66% | +$189K | 0.05% | 329 |
|
2022
Q2 | $291K | Buy |
+14,646
| New | +$291K | 0.03% | 382 |
|