B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $776K | Buy |
15,204
+10
| +0.1% | +$510 | 0.03% | 539 |
|
|
2024
Q3 | $789K | Sell |
15,194
-1,486
| -9% | -$77.2K | 0.02% | 565 |
|
|
2024
Q2 | $852K | Sell |
16,680
-2,424
| -13% | -$124K | 0.02% | 594 |
|
|
2024
Q1 | $934K | Buy |
19,104
+58
| +0.3% | +$2.84K | 0.03% | 544 |
|
|
2023
Q4 | $984K | Sell |
19,046
-58
| -0.3% | -$3K | 0.03% | 532 |
|
|
2023
Q3 | $934K | Sell |
19,104
-1,520
| -7% | -$74.3K | 0.03% | 544 |
|
|
2023
Q2 | $1.05M | Buy |
20,624
+86
| +0.4% | +$4.36K | 0.02% | 550 |
|
|
2023
Q1 | $1.05M | Buy |
20,538
+10
| +0% | +$509 | 0.03% | 528 |
|
|
2022
Q4 | $1.03M | Sell |
20,528
-5,246
| -20% | -$263K | 0.03% | 524 |
|
|
2022
Q3 | $1.26M | Buy |
25,774
+3,765
| +17% | +$183K | 0.04% | 434 |
|
|
2022
Q2 | $1.11M | Sell |
22,009
-477
| -2% | -$24.1K | 0.05% | 388 |
|
|
2022
Q1 | $1.19M | Sell |
22,486
-2,633
| -10% | -$140K | 0.04% | 430 |
|
|
2021
Q4 | $1.43M | Buy |
25,119
+891
| +4% | +$50.8K | 0.04% | 432 |
|
|
2021
Q3 | $1.38M | Buy |
24,228
+1,842
| +8% | +$105K | 0.04% | 426 |
|
|
2021
Q2 | $1.28M | Sell |
22,386
-819
| -4% | -$46.9K | 0.04% | 444 |
|
|
2021
Q1 | $1.31M | Buy |
23,205
+18,940
| +444% | +$1.07M | 0.05% | 413 |
|
|
2020
Q4 | $242K | Buy |
+4,265
| New | +$242K | 0.01% | 861 |
|