Cornerstone Planning Group’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
$51.8K Buy
1,041
+12
+1% +$597 0.01% 236
2025
Q1
$50.9K Sell
1,029
-447
-30% -$22.1K 0.01% 236
2024
Q4
$75.4K Buy
1,476
+12
+0.8% +$613 0.02% 138
2024
Q3
$74.8K Buy
1,464
+4
+0.3% +$205 0.02% 137
2024
Q2
$75.8K Buy
+1,460
New +$75.8K 0.02% 156