Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Buy |
14,382
+1,128
| +9% | +$56.2K | 0.02% | 769 |
|
|
2025
Q1 | $668K | Sell |
13,254
-860
| -6% | -$43.4K | 0.01% | 1047 |
|
|
2024
Q4 | $720K | Sell |
14,114
-8,146
| -37% | -$416K | 0.01% | 1054 |
|
|
2024
Q3 | $1.16M | Buy |
22,260
+1,170
| +6% | +$60.8K | 0.01% | 853 |
|
|
2024
Q2 | $1.08M | Sell |
21,090
-303
| -1% | -$15.5K | 0.01% | 858 |
|
|
2024
Q1 | $1.1M | Buy |
21,393
+2,448
| +13% | +$126K | 0.01% | 866 |
|
|
2023
Q4 | $979K | Sell |
18,945
-1,383
| -7% | -$71.5K | 0.01% | 868 |
|
|
2023
Q3 | $994K | Sell |
20,328
-4
| -0% | -$196 | 0.01% | 808 |
|
|
2023
Q2 | $1.03M | Sell |
20,332
-42,263
| -68% | -$2.14M | 0.01% | 822 |
|
|
2023
Q1 | $3.19M | Buy |
62,595
+42,045
| +205% | +$2.14M | 0.05% | 394 |
|
|
2022
Q4 | $1.03M | Buy |
20,550
+315
| +2% | +$15.8K | 0.02% | 729 |
|
|
2022
Q3 | $986K | Sell |
20,235
-3,191
| -14% | -$155K | 0.02% | 715 |
|
|
2022
Q2 | $1.19M | Sell |
23,426
-17,984
| -43% | -$910K | 0.02% | 613 |
|
|
2022
Q1 | $2.2M | Buy |
+41,410
| New | +$2.2M | 0.04% | 461 |
|