Creative Planning’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 | $4.11M | Sell |
82,493
-304,293
| -79% | -$15.2M | ﹤0.01% | 853 |
|
|
2025
Q1 | $19.5M | Buy |
386,786
+381,942
| +7,885% | +$19.3M | 0.02% | 334 |
|
|
2024
Q4 | $247K | Hold |
4,844
| – | – | ﹤0.01% | 2811 |
|
|
2024
Q3 | $252K | Sell |
4,844
-1,653
| -25% | -$85.9K | ﹤0.01% | 2669 |
|
|
2024
Q2 | $332K | Sell |
6,497
-4,608
| -41% | -$235K | ﹤0.01% | 2258 |
|
|
2024
Q1 | $570K | Sell |
11,105
-14,790
| -57% | -$760K | ﹤0.01% | 1756 |
|
|
2023
Q4 | $1.34M | Sell |
25,895
-12,465
| -32% | -$644K | ﹤0.01% | 1092 |
|
|
2023
Q3 | $1.88M | Buy |
38,360
+26,674
| +228% | +$1.3M | ﹤0.01% | 871 |
|
|
2023
Q2 | $592K | Sell |
11,686
-2,100
| -15% | -$106K | ﹤0.01% | 1439 |
|
|
2023
Q1 | $702K | Sell |
13,786
-4,839
| -26% | -$246K | ﹤0.01% | 1274 |
|
|
2022
Q4 | $933K | Sell |
18,625
-10,674
| -36% | -$535K | ﹤0.01% | 1067 |
|
|
2022
Q3 | $1.43M | Sell |
29,299
-15,922
| -35% | -$775K | ﹤0.01% | 805 |
|
|
2022
Q2 | $2.29M | Sell |
45,221
-51,271
| -53% | -$2.6M | ﹤0.01% | 670 |
|
|
2022
Q1 | $5.12M | Sell |
96,492
-13,990
| -13% | -$742K | 0.01% | 447 |
|
|
2021
Q4 | $6.3M | Buy |
+110,482
| New | +$6.3M | 0.01% | 368 |
|
|
2017
Q3 | – | Sell |
-438
| Closed | -$23K | – | 2457 |
|
|
2017
Q2 | $23K | Buy |
+438
| New | +$23K | ﹤0.01% | 3056 |
|