DHJJ Financial Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-30,581
| Closed | -$593K | – | 809 |
|
|
2023
Q3 | $593K | Sell |
30,581
-4,133
| -12% | -$80.1K | 0.3% | 64 |
|
|
2023
Q2 | $685K | Buy |
34,714
+1,035
| +3% | +$20.4K | 0.36% | 60 |
|
|
2023
Q1 | $670K | Buy |
33,679
+175
| +0.5% | +$3.48K | 0.36% | 58 |
|
|
2022
Q4 | $661K | Sell |
33,504
-10,116
| -23% | -$200K | 0.38% | 59 |
|
|
2022
Q3 | $850K | Sell |
43,620
-408
| -0.9% | -$7.95K | 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% | -$15.3K | 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% | +$41.3K | 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% | +$32.2K | 0.58% | 38 |
|
|
2020
Q4 | $968K | Buy |
+46,510
| New | +$968K | 0.61% | 37 |
|