Core Wealth Partners’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
Q2 | $325K | Sell |
6,525
-6,715
| -51% | -$335K | 0.16% | 114 |
|
|
2025
Q1 | $668K | Sell |
13,240
-10,656
| -45% | -$537K | 0.39% | 63 |
|
|
2024
Q4 | $1.22M | Buy |
23,896
+2,170
| +10% | +$111K | 0.7% | 38 |
|
|
2024
Q3 | $1.13M | Buy |
21,726
+13,681
| +170% | +$711K | 0.68% | 38 |
|
|
2024
Q2 | $411K | Buy |
8,045
+815
| +11% | +$41.6K | 0.28% | 79 |
|
|
2024
Q1 | $371K | Buy |
+7,230
| New | +$371K | 0.28% | 74 |
|