Eldridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Hold |
31,491
| – | – | 0.13% | 98 |
|
|
2025
Q1 | $626K | Sell |
31,491
-19,616
| -38% | -$390K | 0.14% | 99 |
|
|
2024
Q4 | $1.01M | Sell |
51,107
-3,570
| -7% | -$70.8K | 0.24% | 79 |
|
|
2024
Q3 | $1.09M | Sell |
54,677
-16,910
| -24% | -$338K | 0.26% | 74 |
|
|
2024
Q2 | $1.42M | Sell |
71,587
-16,328
| -19% | -$323K | 0.36% | 65 |
|
|
2024
Q1 | $1.74M | Sell |
87,915
-13,421
| -13% | -$266K | 0.45% | 51 |
|
|
2023
Q4 | $2.02M | Buy |
101,336
+37,315
| +58% | +$745K | 0.53% | 45 |
|
|
2023
Q3 | $1.24M | Buy |
64,021
+1,300
| +2% | +$25.2K | 0.41% | 50 |
|
|
2023
Q2 | $1.24M | Sell |
62,721
-6,114
| -9% | -$121K | 0.4% | 49 |
|
|
2023
Q1 | $1.37M | Sell |
68,835
-6,258
| -8% | -$124K | 0.47% | 47 |
|
|
2022
Q4 | $1.48M | Buy |
75,093
+47,085
| +168% | +$929K | 0.52% | 42 |
|
|
2022
Q3 | $546K | Buy |
+28,008
| New | +$546K | 0.21% | 72 |
|