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Engrave Wealth Partners’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Engrave Wealth Partners’s Portfolio FSMB Stock Details FSMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,347
Closed -$225K – 70
2023
Q1 		$225K Hold
11,347
– – 0.08% 64
2022
Q4 		$227K Hold
11,347
– – 0.08% 64
2022
Q3 		$221K Hold
11,347
– – 0.1% 55
2022
Q2 		$225K Buy
+11,347
New +$225K 0.1% 52