EWM
EPG Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $797K | Buy |
15,994
+111
| +0.7% | +$5.53K | 0.24% | 113 |
|
|
2025
Q1 | $801K | Buy |
15,883
+1,978
| +14% | +$99.7K | 0.22% | 127 |
|
|
2024
Q4 | $709K | Sell |
13,905
-2,963
| -18% | -$151K | 0.19% | 136 |
|
|
2024
Q3 | $876K | Buy |
+16,868
| New | +$876K | 0.22% | 121 |
|
|
2024
Q2 | – | Sell |
-15,590
| Closed | -$801K | – | 126 |
|
|
2024
Q1 | $801K | Sell |
15,590
-1,420
| -8% | -$72.9K | 0.2% | 133 |
|
|
2023
Q4 | $871K | Sell |
17,010
-1,135
| -6% | -$58.1K | 0.23% | 115 |
|
|
2023
Q3 | $887K | Sell |
18,145
-409
| -2% | -$20K | 0.27% | 91 |
|
|
2023
Q2 | $940K | Sell |
18,554
-789
| -4% | -$40K | 0.28% | 94 |
|
|
2023
Q1 | $985K | Buy |
19,343
+747
| +4% | +$38.1K | 0.31% | 83 |
|
|
2022
Q4 | $932K | Buy |
18,596
+176
| +1% | +$8.82K | 0.35% | 68 |
|
|
2022
Q3 | $897K | Buy |
18,420
+10,827
| +143% | +$527K | 0.37% | 64 |
|
|
2022
Q2 | $384K | Buy |
7,593
+1,123
| +17% | +$56.8K | 0.16% | 130 |
|
|
2022
Q1 | $343K | Buy |
6,470
+2,188
| +51% | +$116K | 0.12% | 158 |
|
|
2021
Q4 | $244K | Buy |
4,282
+10
| +0.2% | +$570 | 0.09% | 200 |
|
|
2021
Q3 | $243K | Buy |
4,272
+316
| +8% | +$18K | 0.1% | 181 |
|
|
2021
Q2 | $227K | Buy |
+3,956
| New | +$227K | 0.1% | 186 |
|
|
2020
Q3 | – | Sell |
-4,042
| Closed | -$222K | – | 131 |
|
|
2020
Q2 | $222K | Buy |
4,042
+2,462
| +156% | +$135K | 0.16% | 129 |
|
|
2020
Q1 | $85K | Buy |
1,580
+92
| +6% | +$4.95K | 0.06% | 194 |
|
|
2019
Q4 | $83K | Buy |
+1,488
| New | +$83K | 0.06% | 169 |
|