Coyle Financial Counsel’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 | $267K | Hold |
5,366
| – | – | 0.07% | 79 |
|
|
2025
Q1 | $271K | Hold |
5,366
| – | – | 0.08% | 68 |
|
|
2024
Q4 | $274K | Buy |
+5,366
| New | +$274K | 0.09% | 67 |
|
|
2020
Q4 | – | Sell |
-5,800
| Closed | -$323K | – | 57 |
|
|
2020
Q3 | $323K | Buy |
+5,800
| New | +$323K | 0.27% | 44 |
|
|
2019
Q1 | – | Sell |
-5,800
| Closed | -$305K | – | 43 |
|
|
2018
Q4 | $305K | Buy |
+5,800
| New | +$305K | 0.32% | 39 |
|
|
2018
Q3 | – | Sell |
-5,800
| Closed | -$305K | – | 133 |
|
|
2018
Q2 | $305K | Hold |
5,800
| – | – | 0.29% | 44 |
|
|
2018
Q1 | $305K | Hold |
5,800
| – | – | 0.32% | 36 |
|
|
2017
Q4 | $310K | Buy |
+5,800
| New | +$310K | 0.36% | 33 |
|
|
2017
Q2 | $306K | Buy |
+5,800
| New | +$306K | 0.41% | 30 |
|
|
2016
Q4 | – | Sell |
-5,800
| Closed | -$311K | – | 34 |
|
|
2016
Q3 | $311K | Hold |
5,800
| – | – | 0.45% | 32 |
|
|
2016
Q2 | $313K | Buy |
+5,800
| New | +$313K | 0.45% | 35 |
|