DHJJ Financial 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 | $42.9K | Sell |
860
-8
| -0.9% | -$399 | 0.02% | 367 |
|
|
2025
Q1 | $43.8K | Sell |
868
-108
| -11% | -$5.45K | 0.02% | 331 |
|
|
2024
Q4 | $49.8K | Buy |
976
+85
| +10% | +$4.34K | 0.02% | 305 |
|
|
2024
Q3 | $46.3K | Buy |
891
+101
| +13% | +$5.25K | 0.02% | 315 |
|
|
2024
Q2 | $40.4K | Buy |
790
+430
| +119% | +$22K | 0.02% | 304 |
|
|
2024
Q1 | $18.5K | Buy |
360
+325
| +929% | +$16.7K | 0.01% | 374 |
|
|
2023
Q4 | $1.81K | Sell |
35
-32,472
| -100% | -$1.68M | ﹤0.01% | 547 |
|
|
2023
Q3 | $1.59M | Sell |
32,507
-1,450
| -4% | -$70.9K | 0.81% | 25 |
|
|
2023
Q2 | $1.72M | Buy |
33,957
+4,542
| +15% | +$230K | 0.9% | 26 |
|
|
2023
Q1 | $1.5M | Buy |
29,415
+2,927
| +11% | +$150K | 0.82% | 31 |
|
|
2022
Q4 | $1.36M | Sell |
26,488
-17,745
| -40% | -$913K | 0.78% | 31 |
|
|
2022
Q3 | $2.16M | Sell |
44,233
-1,397
| -3% | -$68.1K | 1.26% | 19 |
|
|
2022
Q2 | $2.31M | Buy |
45,630
+14,774
| +48% | +$748K | 1.29% | 19 |
|
|
2022
Q1 | $1.64M | Buy |
30,856
+510
| +2% | +$27.2K | 0.79% | 33 |
|
|
2021
Q4 | $1.73M | Buy |
30,346
+79
| +0.3% | +$4.5K | 0.81% | 31 |
|
|
2021
Q3 | $1.72M | Buy |
30,267
+2,793
| +10% | +$159K | 0.89% | 26 |
|
|
2021
Q2 | $1.57M | Buy |
27,474
+682
| +3% | +$39.1K | 0.83% | 30 |
|
|
2021
Q1 | $1.51M | Buy |
26,792
+3,940
| +17% | +$222K | 0.88% | 29 |
|
|
2020
Q4 | $1.3M | Buy |
+22,852
| New | +$1.3M | 0.81% | 32 |
|