Delos Wealth Advisors’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 | $649K | Hold |
13,030
| – | – | 0.51% | 37 |
|
2025
Q1 | $657K | Hold |
13,030
| – | – | 0.52% | 37 |
|
2024
Q4 | $665K | Hold |
13,030
| – | – | 0.53% | 36 |
|
2024
Q3 | $677K | Hold |
13,030
| – | – | 0.59% | 37 |
|
2024
Q2 | $665K | Sell |
13,030
-1,475
| -10% | -$75.3K | 0.64% | 35 |
|
2024
Q1 | $745K | Buy |
+14,505
| New | +$745K | 0.84% | 35 |
|