Concurrent Investment Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.11M Buy
22,320
+3,665
+20% +$183K 0.02% 566
2025
Q1
$941K Buy
18,655
+3,462
+23% +$175K 0.02% 558
2024
Q4
$775K Buy
15,193
+8,384
+123% +$428K 0.02% 548
2024
Q3
$354K Buy
+6,809
New +$354K 0.01% 719