Avantax Planning Partners’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.7M | Buy |
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|
2025
Q1 | $32.2M | Sell |
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|
2024
Q4 | $33.2M | Sell |
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|
2024
Q3 | $37.5M | Sell |
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|
2024
Q2 | $46.7M | Sell |
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|
2024
Q1 | $49.4M | Sell |
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|
2023
Q4 | $53.2M | Buy |
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|
2023
Q3 | $44.4M | Sell |
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|
2023
Q2 | $47.2M | Sell |
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|
2023
Q1 | $48.8M | Sell |
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|
2022
Q4 | $49.4M | Buy |
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|
2022
Q3 | $23.1M | Sell |
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|
2022
Q2 | $24.8M | Sell |
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|
2022
Q1 | $44.2M | Buy |
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|
2021
Q4 | $5.81M | Buy |
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|
2021
Q3 | $2.19M | Buy |
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|
2021
Q2 | $2.2M | Sell |
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|
2021
Q1 | $2.18M | Sell |
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|
2020
Q4 | $2.29M | Sell |
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|
2020
Q3 | $3.44M | Sell |
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|
2020
Q2 | $3.84M | Buy |
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|
2020
Q1 | $251K | Buy |
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