Dynamic Advisor Solutions’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
51,406
+3,578
| +7% | +$71.2K | 0.03% | 451 |
|
|
2025
Q1 | $950K | Buy |
47,828
+31,935
| +201% | +$635K | 0.03% | 430 |
|
|
2024
Q4 | $315K | Buy |
+15,893
| New | +$315K | 0.01% | 518 |
|
|
2023
Q2 | – | Sell |
-12,796
| Closed | -$254K | – | 816 |
|
|
2023
Q1 | $254K | Sell |
12,796
-10,092
| -44% | -$201K | 0.01% | 637 |
|
|
2022
Q4 | $452K | Buy |
22,888
+10,228
| +81% | +$202K | 0.03% | 467 |
|
|
2022
Q3 | $247K | Buy |
12,660
+1,755
| +16% | +$34.2K | 0.02% | 572 |
|
|
2022
Q2 | $216K | Buy |
+10,905
| New | +$216K | 0.02% | 629 |
|