Concurrent Investment Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Concurrent Investment Advisors’s Portfolio FSMB Stock Details FSMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$858K	Hold
2025 Q1	$856K	Sell
2024 Q4	$862K	Buy
2024 Q3	$815K	Buy
2024 Q2	$513K	Buy
2024 Q1	$318K	Hold
2023 Q4	$320K	Buy