EFS
Essex Financial Services’s First Trust Managed Municipal ETF FMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,915
| Closed | -$239K | – | 484 |
|
|
2022
Q3 | $239K | Hold |
4,915
| – | – | 0.03% | 392 |
|
|
2022
Q2 | $249K | Buy |
4,915
+760
| +18% | +$38.5K | 0.03% | 412 |
|
|
2022
Q1 | $220K | Hold |
4,155
| – | – | 0.02% | 452 |
|
|
2021
Q4 | $237K | Hold |
4,155
| – | – | 0.02% | 425 |
|
|
2021
Q3 | $236K | Hold |
4,155
| – | – | 0.03% | 404 |
|
|
2021
Q2 | $234K | Hold |
4,155
| – | – | 0.03% | 392 |
|
|
2021
Q1 | $234K | Buy |
+4,155
| New | +$234K | 0.04% | 314 |
|