Benjamin F. Edwards & Company’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,887
| Closed | -$156K | – | 2173 |
|
|
2024
Q1 | $156K | Buy |
7,887
+627
| +9% | +$12.4K | ﹤0.01% | 976 |
|
|
2023
Q4 | $145K | Buy |
7,260
+1,205
| +20% | +$24.1K | ﹤0.01% | 966 |
|
|
2023
Q3 | $117K | Sell |
6,055
-43
| -0.7% | -$831 | ﹤0.01% | 860 |
|
|
2023
Q2 | $120K | Sell |
6,098
-496
| -8% | -$9.76K | ﹤0.01% | 855 |
|
|
2023
Q1 | $131K | Buy |
+6,594
| New | +$131K | 0.01% | 828 |
|
|
2022
Q4 | – | Sell |
-12,288
| Closed | -$240K | – | 1859 |
|
|
2022
Q3 | $240K | Sell |
12,288
-125
| -1% | -$2.44K | 0.01% | 620 |
|
|
2022
Q2 | $246K | Hold |
12,413
| – | – | 0.01% | 622 |
|
|
2022
Q1 | $249K | Buy |
12,413
+3,027
| +32% | +$60.7K | 0.01% | 622 |
|
|
2021
Q4 | $195K | Hold |
9,386
| – | – | 0.01% | 697 |
|
|
2021
Q3 | $196K | Buy |
+9,386
| New | +$196K | 0.01% | 662 |
|