CIA
Concurrent Investment Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $858K | Hold |
43,090
| – | – | 0.02% | 643 |
|
|
2025
Q1 | $856K | Sell |
43,090
-378
| -0.9% | -$7.51K | 0.02% | 585 |
|
|
2024
Q4 | $862K | Buy |
43,468
+2,752
| +7% | +$54.6K | 0.02% | 525 |
|
|
2024
Q3 | $815K | Buy |
40,716
+14,783
| +57% | +$296K | 0.02% | 512 |
|
|
2024
Q2 | $513K | Buy |
25,933
+9,889
| +62% | +$196K | 0.02% | 573 |
|
|
2024
Q1 | $318K | Hold |
16,044
| – | – | 0.01% | 657 |
|
|
2023
Q4 | $320K | Buy |
+16,044
| New | +$320K | 0.02% | 628 |
|