BCGM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.14M | Buy |
123,313
+6,568
| +6% | +$327K | 1.73% | 11 |
|
|
2025
Q1 | $5.89M | Sell |
116,745
-4,028
| -3% | -$203K | 1.81% | 10 |
|
|
2024
Q4 | $6.16M | Buy |
120,773
+13,574
| +13% | +$692K | 1.95% | 10 |
|
|
2024
Q3 | $5.57M | Buy |
107,199
+5,885
| +6% | +$306K | 1.81% | 12 |
|
|
2024
Q2 | $5.17M | Buy |
101,314
+2,714
| +3% | +$139K | 1.79% | 12 |
|
|
2024
Q1 | $5.06M | Sell |
98,600
-373
| -0.4% | -$19.2K | 1.82% | 12 |
|
|
2023
Q4 | $5.11M | Sell |
98,973
-10,207
| -9% | -$527K | 2.08% | 12 |
|
|
2023
Q3 | $5.34M | Sell |
109,180
-9,063
| -8% | -$443K | 2.45% | 8 |
|
|
2023
Q2 | $5.99M | Buy |
118,243
+8,981
| +8% | +$455K | 2.64% | 9 |
|
|
2023
Q1 | $5.57M | Sell |
109,262
-1,504
| -1% | -$76.6K | 2.81% | 7 |
|
|
2022
Q4 | $5.55M | Buy |
110,766
+1,769
| +2% | +$88.6K | 2.7% | 9 |
|
|
2022
Q3 | $5.29M | Buy |
108,997
+28,379
| +35% | +$1.38M | 2.64% | 11 |
|
|
2022
Q2 | $4.18M | Sell |
80,618
-27,907
| -26% | -$1.45M | 2.12% | 11 |
|
|
2022
Q1 | $5.57M | Buy |
108,525
+1,521
| +1% | +$78.1K | 3.03% | 9 |
|
|
2021
Q4 | $6.1M | Buy |
107,004
+3,113
| +3% | +$177K | 3.28% | 6 |
|
|
2021
Q3 | $5.88M | Buy |
103,891
+17,038
| +20% | +$963K | 3.27% | 8 |
|
|
2021
Q2 | $5.01M | Buy |
86,853
+12,325
| +17% | +$711K | 2.97% | 12 |
|
|
2021
Q1 | $4.25M | Buy |
74,528
+16,829
| +29% | +$960K | 2.91% | 12 |
|
|
2020
Q4 | $3.31M | Buy |
+57,699
| New | +$3.31M | 2.34% | 12 |
|