Clear Creek Financial Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.14M	Buy	22,592 +138	+0.6%	+$7.09K	0.09%	233
2025 Q4	$1.15M	Sell	22,454 -4,864	-18%	-$249K	0.09%	210
2025 Q3	$1.39M	Sell	27,318 -7,220	-21%	-$361K	0.12%	180
2025 Q2	$1.72M	Sell	34,538 -4,248	-11%	-$211K	0.16%	140
2025 Q1	$1.96M	Sell	38,786 -405	-1%	-$20.7K	0.2%	107
2024 Q4	$2M	Buy	39,191 +6,084	+18%	+$313K	0.22%	105
2024 Q3	$1.72M	Buy	33,107 +2,213	+7%	+$114K	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%	+$74.4K	0.2%	99
2023 Q4	$1.52M	Sell	29,420 -760	-3%	-$37.8K	0.24%	79
2023 Q3	$1.48M	Sell	30,180 -1,793	-6%	-$90K	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%	-$250K	0.42%	59
2022 Q3	$2.09M	Sell	42,989 -3,659	-8%	-$186K	0.46%	50
2022 Q2	$2.36M	Sell	46,648 -14,284	-23%	-$732K	0.49%	46
2022 Q1	$3.23M	Sell	60,932 -49	-0.1%	-$2.7K	0.51%	51
2021 Q4	$3.48M	Sell	60,981 -30	-0%	-$1.7K	0.52%	44
2021 Q3	$3.46M	Buy	61,011 +3,031	+5%	+$174K	0.56%	50
2021 Q2	$3.32M	Buy	+57,980	New	+$3.31M	0.51%	56
2021 Q1	–	Sell	-24,349	Closed	-$1.38M	–	118
2020 Q4	$1.38M	Buy	+24,349	New	+$1.36M	0.27%	80
2020 Q3	–	Sell	-19,762	Closed	-$1.09M	–	137
2020 Q2	$1.09M	Buy	19,762 +11,932	+152%	+$643K	0.28%	58
2020 Q1	$421K	Buy	7,830 +2,806	+56%	+$156K	0.16%	89
2019 Q4	$281K	Buy	5,024 +713	+17%	+$39.5K	0.11%	96
2019 Q3	$239K	Buy	+4,311	New	+$239K	0.12%	107