Creative Financial Designs’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 | $41.8K | Hold |
839
| – | – | ﹤0.01% | 925 |
|
|
2025
Q1 | $42.3K | Hold |
839
| – | – | ﹤0.01% | 875 |
|
|
2024
Q4 | $42.8K | Sell |
839
-2,241
| -73% | -$114K | ﹤0.01% | 834 |
|
|
2024
Q3 | $160K | Buy |
3,080
+32
| +1% | +$1.66K | 0.01% | 504 |
|
|
2024
Q2 | $156K | Buy |
3,048
+17
| +0.6% | +$868 | 0.01% | 486 |
|
|
2024
Q1 | $156K | Sell |
3,031
-264
| -8% | -$13.6K | 0.01% | 480 |
|
|
2023
Q4 | $170K | Buy |
3,295
+2,688
| +443% | +$139K | 0.02% | 420 |
|
|
2023
Q3 | $29.7K | Sell |
607
-200
| -25% | -$9.78K | ﹤0.01% | 758 |
|
|
2023
Q2 | $40.9K | Buy |
+807
| New | +$40.9K | ﹤0.01% | 682 |
|
|
2021
Q3 | – | Sell |
-234
| Closed | -$13K | – | 1411 |
|
|
2021
Q2 | $13K | Hold |
234
| – | – | ﹤0.01% | 957 |
|
|
2021
Q1 | $13K | Sell |
234
-675
| -74% | -$37.5K | ﹤0.01% | 880 |
|
|
2020
Q4 | $52K | Buy |
+909
| New | +$52K | 0.01% | 505 |
|
|
2020
Q2 | – | Sell |
-163
| Closed | -$9K | – | 1167 |
|
|
2020
Q1 | $9K | Buy |
163
+1
| +0.6% | +$55 | ﹤0.01% | 353 |
|
|
2019
Q4 | $9K | Buy |
162
+75
| +86% | +$4.17K | ﹤0.01% | 410 |
|
|
2019
Q3 | $5K | Buy |
87
+1
| +1% | +$57 | ﹤0.01% | 469 |
|
|
2019
Q2 | $5K | Buy |
+86
| New | +$5K | ﹤0.01% | 464 |
|