EnRich Financial Partners’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 | $7.6M | Buy |
381,862
+7,477
| +2% | +$149K | 2.33% | 14 |
|
|
2025
Q1 | $7.44M | Buy |
374,385
+33,286
| +10% | +$661K | 2.5% | 14 |
|
|
2024
Q4 | $6.77M | Buy |
341,099
+37,099
| +12% | +$736K | 2.25% | 14 |
|
|
2024
Q3 | $6.08M | Buy |
304,000
+13,922
| +5% | +$279K | 2.03% | 14 |
|
|
2024
Q2 | $5.73M | Sell |
290,078
-14,438
| -5% | -$285K | 2.1% | 14 |
|
|
2024
Q1 | $6.04M | Sell |
304,516
-41,576
| -12% | -$825K | 2.26% | 14 |
|
|
2023
Q4 | $6.9M | Buy |
+346,092
| New | +$6.9M | 2.88% | 13 |
|