Clearwater Capital Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Hold |
15,000
| – | – | 0.03% | 138 |
|
|
2025
Q1 | $298K | Hold |
15,000
| – | – | 0.03% | 141 |
|
|
2024
Q4 | $298K | Hold |
15,000
| – | – | 0.03% | 141 |
|
|
2024
Q3 | $300K | Hold |
15,000
| – | – | 0.03% | 136 |
|
|
2024
Q2 | $297K | Hold |
15,000
| – | – | 0.03% | 128 |
|
|
2024
Q1 | $298K | Hold |
15,000
| – | – | 0.03% | 128 |
|
|
2023
Q4 | $299K | Hold |
15,000
| – | – | 0.03% | 124 |
|
|
2023
Q3 | $291K | Sell |
15,000
-1,200
| -7% | -$23.3K | 0.04% | 112 |
|
|
2023
Q2 | $320K | Hold |
16,200
| – | – | 0.04% | 111 |
|
|
2023
Q1 | $322K | Hold |
16,200
| – | – | 0.04% | 110 |
|
|
2022
Q4 | $320K | Buy |
+16,200
| New | +$320K | 0.04% | 116 |
|