Concourse Financial Group Securities’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
Q1 | – | Hold |
0
| – | – | – | 3037 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4507 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4496 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4534 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4542 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4483 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4428 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4367 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4257 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4224 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4022 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4069 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$4K | – | 4011 |
|
|
2021
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 2083 |
|
|
2021
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 2109 |
|
|
2021
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 2081 |
|
|
2021
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 2004 |
|
|
2020
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 1966 |
|
|
2020
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 1846 |
|
|
2020
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 1744 |
|
|
2020
Q1 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 1715 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3450 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3182 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3482 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3454 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3337 |
|