Coppell Advisory Solutions’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,361
| Closed | -$223K | – | 870 |
|
|
2024
Q4 | $223K | Buy |
4,361
+3,535
| +428% | +$180K | 0.03% | 259 |
|
|
2024
Q3 | $42.9K | Sell |
826
-826
| -50% | -$42.9K | 0.01% | 599 |
|
|
2024
Q2 | $84.4K | Buy |
+1,652
| New | +$84.4K | 0.01% | 394 |
|
|
2023
Q4 | $56.1K | Buy |
1,085
+1,055
| +3,517% | +$54.5K | 0.01% | 468 |
|
|
2023
Q3 | $1.5K | Sell |
30
-1,429
| -98% | -$71.6K | ﹤0.01% | 893 |
|
|
2023
Q2 | $73.8K | Buy |
+1,459
| New | +$73.8K | 0.02% | 305 |
|
|
2023
Q1 | – | Sell |
-30
| Closed | -$1.5K | – | 521 |
|
|
2022
Q4 | $1.5K | Buy |
+30
| New | +$1.5K | ﹤0.01% | 894 |
|