Cedar Brook Financial Partners’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
2023
Q1
Sell
-12,570
Closed -$248K 393
2022
Q4
$248K Buy
12,570
+56
+0.4% +$1.1K 0.07% 298
2022
Q3
$244K Sell
12,514
-680
-5% -$13.5K 0.08% 281
2022
Q2
$262K Sell
13,194
-2,217
-14% -$44.1K 0.08% 264
2022
Q1
$310K Sell
15,411
-1,338
-8% -$27.4K 0.08% 274
2021
Q4
$349K Buy
+16,749
New +$349K 0.09% 245
2021
Q3
Sell
-17,659
Closed -$369K 360
2021
Q2
$369K Buy
17,659
+55
+0.3% +$1.15K 0.11% 224
2021
Q1
$366K Sell
17,604
-45,378
-72% -$946K 0.13% 189
2020
Q4
$1.31M Buy
62,982
+4,787
+8% +$99.1K 0.46% 54
2020
Q3
$1.2M Buy
58,195
+40,806
+235% +$842K 0.47% 50
2020
Q2
$357K Buy
+17,389
New +$352K 0.16% 166

Other funds holding FSMB