AWM
Avaii Wealth Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
50,772
+9,037
| +22% | +$180K | 0.45% | 29 |
|
|
2025
Q1 | $829K | Buy |
41,735
+5,635
| +16% | +$112K | 0.44% | 30 |
|
|
2024
Q4 | $716K | Buy |
36,100
+15,965
| +79% | +$317K | 0.35% | 39 |
|
|
2024
Q3 | $403K | Buy |
20,135
+7,780
| +63% | +$156K | 0.2% | 73 |
|
|
2024
Q2 | $244K | Buy |
+12,355
| New | +$244K | 0.14% | 122 |
|