Clear Creek Financial 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 | $1.72M | Sell |
34,538
-4,248
| -11% | -$212K | 0.16% | 140 |
|
|
2025
Q1 | $1.96M | Sell |
38,786
-405
| -1% | -$20.4K | 0.2% | 107 |
|
|
2024
Q4 | $2M | Buy |
39,191
+6,084
| +18% | +$310K | 0.22% | 105 |
|
|
2024
Q3 | $1.72M | Buy |
33,107
+2,213
| +7% | +$115K | 0.19% | 106 |
|
|
2024
Q2 | $1.58M | Buy |
30,894
+29
| +0.1% | +$1.48K | 0.19% | 104 |
|
|
2024
Q1 | $1.59M | Buy |
30,865
+1,445
| +5% | +$74.2K | 0.2% | 99 |
|
|
2023
Q4 | $1.52M | Sell |
29,420
-760
| -3% | -$39.3K | 0.24% | 79 |
|
|
2023
Q3 | $1.48M | Sell |
30,180
-1,793
| -6% | -$87.6K | 0.26% | 77 |
|
|
2023
Q2 | $1.62M | Sell |
31,973
-5,360
| -14% | -$272K | 0.28% | 73 |
|
|
2023
Q1 | $1.9M | Sell |
37,333
-621
| -2% | -$31.6K | 0.36% | 62 |
|
|
2022
Q4 | $1.9M | Sell |
37,954
-5,035
| -12% | -$252K | 0.42% | 59 |
|
|
2022
Q3 | $2.09M | Sell |
42,989
-3,659
| -8% | -$178K | 0.46% | 50 |
|
|
2022
Q2 | $2.36M | Sell |
46,648
-14,284
| -23% | -$723K | 0.49% | 46 |
|
|
2022
Q1 | $3.23M | Sell |
60,932
-49
| -0.1% | -$2.6K | 0.51% | 51 |
|
|
2021
Q4 | $3.48M | Sell |
60,981
-30
| -0% | -$1.71K | 0.52% | 44 |
|
|
2021
Q3 | $3.46M | Buy |
61,011
+3,031
| +5% | +$172K | 0.56% | 50 |
|
|
2021
Q2 | $3.32M | Buy |
+57,980
| New | +$3.32M | 0.51% | 56 |
|
|
2021
Q1 | – | Sell |
-24,349
| Closed | -$1.38M | – | 118 |
|
|
2020
Q4 | $1.38M | Buy |
+24,349
| New | +$1.38M | 0.27% | 80 |
|
|
2020
Q3 | – | Sell |
-19,762
| Closed | -$1.09M | – | 137 |
|
|
2020
Q2 | $1.09M | Buy |
19,762
+11,932
| +152% | +$656K | 0.28% | 58 |
|
|
2020
Q1 | $421K | Buy |
7,830
+2,806
| +56% | +$151K | 0.16% | 89 |
|
|
2019
Q4 | $281K | Buy |
5,024
+713
| +17% | +$39.9K | 0.11% | 96 |
|
|
2019
Q3 | $239K | Buy |
+4,311
| New | +$239K | 0.12% | 107 |
|