AAS
Avantax Advisory Services’s First Trust Managed Municipal ETF FMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.44M | Sell |
129,342
-492,275
| -79% | -$24.5M | 0.04% | 369 |
|
|
2025
Q1 | $31.3M | Buy |
621,617
+16,676
| +3% | +$841K | 0.19% | 87 |
|
|
2024
Q4 | $30.9M | Buy |
604,941
+2,306
| +0.4% | +$118K | 0.19% | 78 |
|
|
2024
Q3 | $31.3M | Buy |
602,635
+17,914
| +3% | +$931K | 0.21% | 77 |
|
|
2024
Q2 | $29.9M | Buy |
584,721
+59,750
| +11% | +$3.05M | 0.21% | 70 |
|
|
2024
Q1 | $27M | Buy |
524,971
+161,642
| +44% | +$8.3M | 0.24% | 63 |
|
|
2023
Q4 | $18.8M | Sell |
363,329
-25,493
| -7% | -$1.32M | 0.19% | 89 |
|
|
2023
Q3 | $19M | Sell |
388,822
-3,347
| -0.9% | -$164K | 0.21% | 75 |
|
|
2023
Q2 | $19.9M | Sell |
392,169
-11,238
| -3% | -$570K | 0.23% | 75 |
|
|
2023
Q1 | $20.5M | Buy |
403,407
+14,481
| +4% | +$738K | 0.25% | 59 |
|
|
2022
Q4 | $19.5M | Buy |
388,926
+8,463
| +2% | +$424K | 0.26% | 56 |
|
|
2022
Q3 | $18.5M | Sell |
380,463
-16,994
| -4% | -$828K | 0.28% | 49 |
|
|
2022
Q2 | $20.1M | Sell |
397,457
-22,688
| -5% | -$1.15M | 0.3% | 47 |
|
|
2022
Q1 | $22.3M | Buy |
420,145
+16,973
| +4% | +$901K | 0.31% | 45 |
|
|
2021
Q4 | $23M | Buy |
403,172
+13,247
| +3% | +$755K | 0.35% | 39 |
|
|
2021
Q3 | $22.1M | Buy |
389,925
+9,452
| +2% | +$537K | 0.37% | 36 |
|
|
2021
Q2 | $21.8M | Buy |
380,473
+12,625
| +3% | +$724K | 0.4% | 38 |
|
|
2021
Q1 | $20.8M | Buy |
367,848
+2,355
| +0.6% | +$133K | 0.45% | 31 |
|
|
2020
Q4 | $20.8M | Sell |
365,493
-42,593
| -10% | -$2.42M | 0.49% | 28 |
|
|
2020
Q3 | $22.7M | Buy |
408,086
+68,497
| +20% | +$3.81M | 0.36% | 47 |
|
|
2020
Q2 | $18.7M | Buy |
339,589
+18,286
| +6% | +$1.01M | 0.54% | 27 |
|
|
2020
Q1 | $17.4M | Sell |
321,303
-15,137
| -4% | -$818K | 0.52% | 26 |
|
|
2019
Q4 | $18.7M | Buy |
336,440
+54,839
| +19% | +$3.05M | 0.43% | 31 |
|
|
2019
Q3 | $15.7M | Buy |
281,601
+29,932
| +12% | +$1.67M | 0.63% | 16 |
|
|
2019
Q2 | $13.8M | Buy |
251,669
+137,159
| +120% | +$7.51M | 0.61% | 17 |
|
|
2019
Q1 | $6.17M | Buy |
+114,510
| New | +$6.17M | 0.33% | 35 |
|