Coppell Advisory Solutions’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
Q1 | – | Sell |
-12,026
| Closed | -$238K | – | 891 |
|
|
2024
Q4 | $238K | Buy |
12,026
+9,500
| +376% | +$188K | 0.03% | 253 |
|
|
2024
Q3 | $50.6K | Sell |
2,526
-2,117
| -46% | -$42.4K | 0.01% | 547 |
|
|
2024
Q2 | $91.8K | Buy |
+4,643
| New | +$91.8K | 0.02% | 377 |
|
|
2023
Q4 | $83.7K | Buy |
4,196
+3,889
| +1,267% | +$77.6K | 0.02% | 392 |
|
|
2023
Q3 | $6.06K | Sell |
307
-5,081
| -94% | -$100K | ﹤0.01% | 687 |
|
|
2023
Q2 | $106K | Buy |
+5,388
| New | +$106K | 0.03% | 260 |
|
|
2023
Q1 | – | Sell |
-307
| Closed | -$6.06K | – | 531 |
|
|
2022
Q4 | $6.06K | Buy |
+307
| New | +$6.06K | ﹤0.01% | 691 |
|