EnRich Financial Partners’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.3M Buy
415,619
+19,496
+5% +$392K 2.2% 13
2025
Q4
$7.94M Buy
396,123
+12,443
+3% +$250K 2.16% 14
2025
Q3
$7.7M Buy
383,680
+1,818
+0.5% +$36.4K 2.19% 14
2025
Q2
$7.6M Buy
381,862
+7,477
+2% +$148K 2.33% 14
2025
Q1
$7.44M Buy
374,385
+33,286
+10% +$663K 2.5% 14
2024
Q4
$6.77M Buy
341,099
+37,099
+12% +$740K 2.25% 14
2024
Q3
$6.08M Buy
304,000
+13,922
+5% +$278K 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% -$827K 2.26% 14
2023
Q4
$6.9M Buy
+346,092
New +$6.78M 2.88% 13

Other funds holding FSMB