Capital Investment Advisory Services’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $384K | Sell |
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|
2025
Q2 | $383K | Buy |
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|
2025
Q1 | $343K | Buy |
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|
2024
Q4 | $330K | Buy |
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|
2024
Q3 | $302K | Buy |
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|
2024
Q2 | $238K | Buy |
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|
2024
Q1 | $204K | Buy |
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|
2023
Q4 | $113K | Buy |
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|
2023
Q3 | $52.3K | Hold |
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|
2023
Q2 | $53.3K | Sell |
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|
2023
Q1 | $54.7K | Buy |
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|
2022
Q4 | $39.5K | Hold |
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|
2022
Q3 | $39K | Hold |
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|
2022
Q2 | $40K | Hold |
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|
2022
Q1 | $40K | Hold |
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|
2021
Q4 | $42K | Sell |
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|
2021
Q3 | $83K | Hold |
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|
2021
Q2 | $84K | Buy |
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|
2021
Q1 | $62K | Hold |
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|
2020
Q4 | $62K | Buy |
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|
2020
Q3 | $21K | Hold |
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|
2020
Q2 | $21K | Hold |
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|
2020
Q1 | $20K | Buy |
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