EFG
Erickson Financial Group’s First Trust Managed Municipal ETF FMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,389
| Closed | -$225K | – | 24 |
|
|
2024
Q1 | $225K | Sell |
4,389
-50
| -1% | -$2.57K | 0.18% | 23 |
|
|
2023
Q4 | $229K | Sell |
4,439
-441
| -9% | -$22.8K | 0.19% | 23 |
|
|
2023
Q3 | $239K | Sell |
4,880
-330
| -6% | -$16.1K | 0.22% | 24 |
|
|
2023
Q2 | $264K | Sell |
5,210
-120
| -2% | -$6.08K | 0.24% | 24 |
|
|
2023
Q1 | $271K | Sell |
5,330
-3,277
| -38% | -$167K | 0.27% | 22 |
|
|
2022
Q4 | $431K | Sell |
8,607
-13,370
| -61% | -$670K | 0.47% | 19 |
|
|
2022
Q3 | $1.07M | Sell |
21,977
-250
| -1% | -$12.2K | 1.19% | 16 |
|
|
2022
Q2 | $1.13M | Sell |
22,227
-208
| -0.9% | -$10.5K | 1.21% | 15 |
|
|
2022
Q1 | $1.19M | Sell |
22,435
-1,115
| -5% | -$59.1K | 1.07% | 15 |
|
|
2021
Q4 | $1.34M | Buy |
+23,550
| New | +$1.34M | 1.16% | 14 |
|