Financial Advocates Investment Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
59,265
-701
| -1% | -$14K | 0.1% | 204 |
|
|
2025
Q1 | $1.19M | Sell |
59,966
-225
| -0.4% | -$4.47K | 0.08% | 246 |
|
|
2024
Q4 | $1.19M | Buy |
60,191
+374
| +0.6% | +$7.42K | 0.07% | 259 |
|
|
2024
Q3 | $1.2M | Sell |
59,817
-1,259
| -2% | -$25.2K | 0.07% | 267 |
|
|
2024
Q2 | $1.21M | Sell |
61,076
-3,220
| -5% | -$63.7K | 0.07% | 250 |
|
|
2024
Q1 | $1.28M | Buy |
64,296
+5,036
| +8% | +$99.9K | 0.07% | 261 |
|
|
2023
Q4 | $1.18M | Buy |
59,260
+25,005
| +73% | +$499K | 0.08% | 254 |
|
|
2023
Q3 | $664K | Sell |
34,255
-2,213
| -6% | -$42.9K | 0.05% | 350 |
|
|
2023
Q2 | $720K | Buy |
36,468
+6,667
| +22% | +$132K | 0.05% | 325 |
|
|
2023
Q1 | $592K | Sell |
29,801
-3,690
| -11% | -$73.4K | 0.04% | 386 |
|
|
2022
Q4 | $661K | Sell |
33,491
-262
| -0.8% | -$5.17K | 0.05% | 379 |
|
|
2022
Q3 | $658K | Buy |
33,753
+8,973
| +36% | +$175K | 0.05% | 337 |
|
|
2022
Q2 | $492K | Buy |
24,780
+3,714
| +18% | +$73.7K | 0.04% | 397 |
|
|
2022
Q1 | $423K | Buy |
21,066
+487
| +2% | +$9.78K | 0.03% | 482 |
|
|
2021
Q4 | $428K | Buy |
20,579
+2,017
| +11% | +$41.9K | 0.03% | 521 |
|
|
2021
Q3 | $387K | Hold |
18,562
| – | – | 0.03% | 541 |
|
|
2021
Q2 | $388K | Sell |
18,562
-4,978
| -21% | -$104K | 0.03% | 529 |
|
|
2021
Q1 | $490K | Buy |
23,540
+8,309
| +55% | +$173K | 0.03% | 475 |
|
|
2020
Q4 | $317K | Buy |
+15,231
| New | +$317K | 0.02% | 546 |
|