B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $259 | Buy |
5,126
+29
| +0.6% | +$1 | ﹤0.01% | 580 |
|
|
2022
Q1 | $270K | Sell |
5,097
-3,375
| -40% | -$179K | 0.02% | 482 |
|
|
2021
Q4 | $483K | Buy |
8,472
+20
| +0.2% | +$1.14K | 0.03% | 362 |
|
|
2021
Q3 | $480K | Buy |
8,452
+17
| +0.2% | +$965 | 0.04% | 344 |
|
|
2021
Q2 | $483K | Hold |
8,435
| – | – | 0.05% | 239 |
|
|
2021
Q1 | $476K | Hold |
8,435
| – | – | 0.06% | 230 |
|
|
2020
Q4 | $479K | Buy |
8,435
+900
| +12% | +$51.1K | 0.06% | 209 |
|
|
2020
Q3 | $419K | Hold |
7,535
| – | – | 0.05% | 255 |
|
|
2020
Q2 | $415K | Hold |
7,535
| – | – | 0.05% | 250 |
|
|
2020
Q1 | $407K | Buy |
7,535
+2,785
| +59% | +$150K | 0.04% | 298 |
|
|
2019
Q4 | $264K | Buy |
+4,750
| New | +$264K | 0.04% | 309 |
|