Crumly & Associates’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 | $916K | Sell |
18,385
-1,977
| -10% | -$98.5K | 0.22% | 64 |
|
2025
Q1 | $1.03M | Sell |
20,362
-294
| -1% | -$14.8K | 0.28% | 55 |
|
2024
Q4 | $1.05M | Sell |
20,656
-4
| -0% | -$204 | 0.29% | 61 |
|
2024
Q3 | $1.07M | Sell |
20,660
-508
| -2% | -$26.4K | 0.3% | 62 |
|
2024
Q2 | $1.08M | Sell |
21,168
-21,112
| -50% | -$1.08M | 0.31% | 55 |
|
2024
Q1 | $2.17M | Buy |
42,280
+18,801
| +80% | +$966K | 0.57% | 42 |
|
2023
Q4 | $1.21M | Sell |
23,479
-34,132
| -59% | -$1.76M | 0.35% | 51 |
|
2023
Q3 | $2.82M | Sell |
57,611
-1,046
| -2% | -$51.1K | 1.11% | 30 |
|
2023
Q2 | $2.97M | Buy |
58,657
+24,038
| +69% | +$1.22M | 1.19% | 29 |
|
2023
Q1 | $1.76M | Buy |
34,619
+14,035
| +68% | +$715K | 0.77% | 35 |
|
2022
Q4 | $1.03M | Sell |
20,584
-24,349
| -54% | -$1.22M | 0.39% | 33 |
|
2022
Q3 | $2.19M | Buy |
44,933
+606
| +1% | +$29.5K | 0.9% | 25 |
|
2022
Q2 | $2.24M | Buy |
44,327
+15,949
| +56% | +$807K | 0.93% | 25 |
|
2022
Q1 | $1.51M | Buy |
28,378
+5,211
| +22% | +$277K | 0.56% | 37 |
|
2021
Q4 | $1.29M | Buy |
23,167
+4,424
| +24% | +$246K | 0.51% | 39 |
|
2021
Q3 | $1.06M | Buy |
18,743
+1,396
| +8% | +$79.2K | 0.49% | 41 |
|
2021
Q2 | $994K | Sell |
17,347
-5,717
| -25% | -$328K | 0.48% | 38 |
|
2021
Q1 | $1.3M | Buy |
23,064
+2,238
| +11% | +$126K | 0.76% | 28 |
|
2020
Q4 | $1.18M | Sell |
20,826
-16,544
| -44% | -$940K | 0.83% | 26 |
|
2020
Q3 | $2.08M | Buy |
37,370
+18,934
| +103% | +$1.05M | 1.78% | 19 |
|
2020
Q2 | $1.01M | Buy |
18,436
+2,133
| +13% | +$117K | 0.95% | 19 |
|
2020
Q1 | $882K | Buy |
16,303
+691
| +4% | +$37.4K | 1.08% | 20 |
|
2019
Q4 | $867K | Buy |
+15,612
| New | +$867K | 0.9% | 23 |
|