Beacon Financial Group’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 Q2	–	Sell	-19,363	Closed	-$994K	–	321
2024 Q1	$994K	Hold	19,363	–	–	0.11%	156
2023 Q4	$1M	Sell	19,363 -1,300	-6%	-$67.2K	0.12%	151
2023 Q3	$1.03M	Buy	+20,663	New	+$1.03M	0.15%	131