DHJJ Financial Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-30,581	Closed	-$593K	–	809
2023 Q3	$593K	Sell	30,581 -4,133	-12%	-$81.2K	0.3%	64
2023 Q2	$685K	Buy	34,714 +1,035	+3%	+$20.5K	0.36%	60
2023 Q1	$670K	Buy	33,679 +175	+0.5%	+$3.47K	0.36%	58
2022 Q4	$661K	Sell	33,504 -10,116	-23%	-$199K	0.38%	59
2022 Q3	$850K	Sell	43,620 -408	-0.9%	-$8.12K	0.5%	44
2022 Q2	$875K	Sell	44,028 -3,683	-8%	-$73.2K	0.49%	45
2022 Q1	$958K	Sell	47,711 -763	-2%	-$15.6K	0.46%	46
2021 Q4	$1.01M	Sell	48,474 -717	-1%	-$14.9K	0.47%	45
2021 Q3	$1.01M	Buy	49,191 +2,019	+4%	+$42.3K	0.52%	41
2021 Q2	$986K	Sell	47,172 -887	-2%	-$18.5K	0.52%	41
2021 Q1	$1M	Buy	48,059 +1,549	+3%	+$32.3K	0.58%	38
2020 Q4	$968K	Buy	+46,510	New	+$963K	0.61%	37