Belpointe Asset 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 | $1.13M | Sell |
22,671
-1,280
| -5% | -$63.8K | 0.05% | 326 |
|
|
2025
Q1 | $1.21M | Sell |
23,951
-9,000
| -27% | -$454K | 0.06% | 291 |
|
|
2024
Q4 | $1.7M | Hold |
32,951
| – | – | 0.1% | 197 |
|
|
2024
Q3 | $1.71M | Buy |
32,951
+19,115
| +138% | +$993K | 0.1% | 193 |
|
|
2024
Q2 | $706K | Buy |
13,836
+3,037
| +28% | +$155K | 0.05% | 365 |
|
|
2024
Q1 | $555K | Buy |
10,799
+3,260
| +43% | +$167K | 0.04% | 416 |
|
|
2023
Q4 | $389K | Buy |
+7,539
| New | +$389K | 0.03% | 440 |
|
|
2023
Q2 | – | Sell |
-7,622
| Closed | -$388K | – | 1537 |
|
|
2023
Q1 | $388K | Hold |
7,622
| – | – | 0.02% | 649 |
|
|
2022
Q4 | $382K | Buy |
7,622
+987
| +15% | +$49.5K | 0.02% | 648 |
|
|
2022
Q3 | $323K | Buy |
+6,635
| New | +$323K | 0.02% | 660 |
|