Cozad Asset Management’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $505K | Hold |
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|
2025
Q2 | $496K | Hold |
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|
2025
Q1 | $502K | Hold |
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|
2024
Q4 | $508K | Buy |
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|
2024
Q3 | $325K | Buy |
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|
2024
Q2 | $319K | Hold |
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|
2024
Q1 | $321K | Hold |
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|
2023
Q4 | $323K | Sell |
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|
2023
Q3 | $370K | Hold |
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|
2023
Q2 | $383K | Hold |
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|
2023
Q1 | $385K | Buy |
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|
2022
Q4 | $365K | Hold |
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|
2022
Q3 | $355K | Hold |
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|
2022
Q2 | $368K | Sell |
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|
2022
Q1 | $416K | Hold |
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|
2021
Q4 | $447K | Buy |
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|
2021
Q3 | $371K | Hold |
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|
2021
Q2 | $374K | Buy |
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|
2021
Q1 | $303K | Sell |
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|
2020
Q4 | $378K | Sell |
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|
2020
Q3 | $413K | Sell |
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|
2020
Q2 | $625K | Buy |
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