EWA
Etesian Wealth Advisors’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 | $3.96M | Sell |
79,420
-2,323
| -3% | -$116K | 1.48% | 18 |
|
2025
Q1 | $4.12M | Sell |
81,743
-2,664
| -3% | -$134K | 1.78% | 12 |
|
2024
Q4 | $4.31M | Buy |
84,407
+10,415
| +14% | +$531K | 1.9% | 14 |
|
2024
Q3 | $3.84M | Sell |
73,992
-9,263
| -11% | -$481K | 1.74% | 14 |
|
2024
Q2 | $4.25M | Sell |
83,255
-6,406
| -7% | -$327K | 2.39% | 9 |
|
2024
Q1 | $4.6M | Buy |
89,661
+604
| +0.7% | +$31K | 2.64% | 8 |
|
2023
Q4 | $4.6M | Buy |
89,057
+8,452
| +10% | +$436K | 2.76% | 9 |
|
2023
Q3 | $3.94M | Buy |
80,605
+2,413
| +3% | +$118K | 2.65% | 7 |
|
2023
Q2 | $3.96M | Sell |
78,192
-9,208
| -11% | -$467K | 2.59% | 7 |
|
2023
Q1 | $4.45M | Buy |
87,400
+7,244
| +9% | +$369K | 2.96% | 6 |
|
2022
Q4 | $4.02M | Buy |
+80,156
| New | +$4.02M | 2.93% | 5 |
|