Envestnet Portfolio Solutions’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
118,889
+604
| +0.5% | +$12K | 0.01% | 516 |
|
|
2025
Q1 | $2.35M | Buy |
118,285
+20,322
| +21% | +$404K | 0.01% | 539 |
|
|
2024
Q4 | $1.94M | Buy |
97,963
+11,697
| +14% | +$232K | 0.01% | 674 |
|
|
2024
Q3 | $1.73M | Sell |
86,266
-89
| -0.1% | -$1.78K | 0.01% | 712 |
|
|
2024
Q2 | $1.71M | Sell |
86,355
-1,934
| -2% | -$38.2K | 0.01% | 682 |
|
|
2024
Q1 | $1.75M | Buy |
88,289
+1,038
| +1% | +$20.6K | 0.01% | 678 |
|
|
2023
Q4 | $1.74M | Sell |
87,251
-2,007
| -2% | -$40K | 0.01% | 625 |
|
|
2023
Q3 | $1.73M | Buy |
+89,258
| New | +$1.73M | 0.01% | 586 |
|