APP
Avantax Planning Partners’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 | $41.7M | Buy |
836,330
+197,138
| +31% | +$9.82M | 1.32% | 13 |
|
|
2025
Q1 | $32.2M | Sell |
639,192
-10,837
| -2% | -$546K | 1.14% | 14 |
|
|
2024
Q4 | $33.2M | Sell |
650,029
-72,172
| -10% | -$3.68M | 1.2% | 12 |
|
|
2024
Q3 | $37.5M | Sell |
722,201
-192,043
| -21% | -$9.98M | 1.35% | 11 |
|
|
2024
Q2 | $46.7M | Sell |
914,244
-47,384
| -5% | -$2.42M | 1.5% | 10 |
|
|
2024
Q1 | $49.4M | Sell |
961,628
-67,317
| -7% | -$3.46M | 1.6% | 9 |
|
|
2023
Q4 | $53.2M | Buy |
1,028,945
+121,339
| +13% | +$6.27M | 2.03% | 9 |
|
|
2023
Q3 | $44.4M | Sell |
907,606
-24,371
| -3% | -$1.19M | 1.86% | 8 |
|
|
2023
Q2 | $47.2M | Sell |
931,977
-25,116
| -3% | -$1.27M | 1.88% | 9 |
|
|
2023
Q1 | $48.8M | Sell |
957,093
-28,473
| -3% | -$1.45M | 1.98% | 10 |
|
|
2022
Q4 | $49.4M | Buy |
985,566
+510,856
| +108% | +$25.6M | 1.96% | 10 |
|
|
2022
Q3 | $23.1M | Sell |
474,710
-14,403
| -3% | -$702K | 1.04% | 18 |
|
|
2022
Q2 | $24.8M | Sell |
489,113
-344,776
| -41% | -$17.4M | 1.06% | 15 |
|
|
2022
Q1 | $44.2M | Buy |
833,889
+731,977
| +718% | +$38.8M | 1.76% | 10 |
|
|
2021
Q4 | $5.81M | Buy |
101,912
+63,263
| +164% | +$3.6M | 0.24% | 40 |
|
|
2021
Q3 | $2.19M | Buy |
38,649
+250
| +0.7% | +$14.2K | 0.1% | 81 |
|
|
2021
Q2 | $2.2M | Sell |
38,399
-202
| -0.5% | -$11.6K | 0.1% | 83 |
|
|
2021
Q1 | $2.18M | Sell |
38,601
-1,745
| -4% | -$98.5K | 0.11% | 78 |
|
|
2020
Q4 | $2.29M | Sell |
40,346
-21,540
| -35% | -$1.22M | 0.12% | 72 |
|
|
2020
Q3 | $3.44M | Sell |
61,886
-7,984
| -11% | -$444K | 0.18% | 47 |
|
|
2020
Q2 | $3.84M | Buy |
69,870
+65,226
| +1,405% | +$3.59M | 0.22% | 42 |
|
|
2020
Q1 | $251K | Buy |
+4,644
| New | +$251K | 0.02% | 226 |
|