Financial Advocates Investment Management’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Sell |
47,536
-37,187
| -44% | -$1.85M | 0.19% | 116 |
|
|
2025
Q1 | $4.27M | Sell |
84,723
-8,861
| -9% | -$447K | 0.3% | 74 |
|
|
2024
Q4 | $4.77M | Sell |
93,584
-15,480
| -14% | -$790K | 0.27% | 80 |
|
|
2024
Q3 | $5.67M | Sell |
109,064
-1,842
| -2% | -$95.7K | 0.32% | 72 |
|
|
2024
Q2 | $5.66M | Sell |
110,906
-10,164
| -8% | -$519K | 0.35% | 59 |
|
|
2024
Q1 | $6.22M | Buy |
121,070
+15,240
| +14% | +$783K | 0.36% | 66 |
|
|
2023
Q4 | $5.47M | Sell |
105,830
-5,863
| -5% | -$303K | 0.36% | 67 |
|
|
2023
Q3 | $5.46M | Sell |
111,693
-8,018
| -7% | -$392K | 0.39% | 67 |
|
|
2023
Q2 | $6.07M | Buy |
119,711
+31,110
| +35% | +$1.58M | 0.43% | 54 |
|
|
2023
Q1 | $4.51M | Buy |
88,601
+4,361
| +5% | +$222K | 0.32% | 66 |
|
|
2022
Q4 | $4.22M | Buy |
84,240
+273
| +0.3% | +$13.7K | 0.31% | 78 |
|
|
2022
Q3 | $4.1M | Buy |
83,967
+22,203
| +36% | +$1.08M | 0.34% | 75 |
|
|
2022
Q2 | $3.13M | Sell |
61,764
-39,740
| -39% | -$2.01M | 0.25% | 96 |
|
|
2022
Q1 | $5.39M | Buy |
101,504
+5,705
| +6% | +$303K | 0.35% | 67 |
|
|
2021
Q4 | $5.43M | Buy |
95,799
+18,874
| +25% | +$1.07M | 0.34% | 61 |
|
|
2021
Q3 | $4.37M | Buy |
76,925
+13,547
| +21% | +$769K | 0.29% | 82 |
|
|
2021
Q2 | $3.63M | Buy |
63,378
+13,935
| +28% | +$798K | 0.24% | 93 |
|
|
2021
Q1 | $2.79M | Buy |
49,443
+4,622
| +10% | +$261K | 0.2% | 113 |
|
|
2020
Q4 | $2.54M | Buy |
44,821
+2,805
| +7% | +$159K | 0.17% | 133 |
|
|
2020
Q3 | $2.34M | Buy |
42,016
+3,257
| +8% | +$181K | 0.2% | 99 |
|
|
2020
Q2 | $2.13M | Buy |
38,759
+7,357
| +23% | +$405K | 0.2% | 112 |
|
|
2020
Q1 | $1.7M | Buy |
31,402
+5,736
| +22% | +$310K | 0.24% | 111 |
|
|
2019
Q4 | $1.43M | Buy |
25,666
+2,537
| +11% | +$141K | 0.15% | 156 |
|
|
2019
Q3 | $1.29M | Buy |
23,129
+7,599
| +49% | +$422K | 0.15% | 157 |
|
|
2019
Q2 | $851K | Buy |
15,530
+9,579
| +161% | +$525K | 0.1% | 205 |
|
|
2019
Q1 | $320K | Buy |
5,951
+1,781
| +43% | +$95.8K | 0.04% | 352 |
|
|
2018
Q4 | $219K | Buy |
+4,170
| New | +$219K | 0.03% | 391 |
|