FPCG
Forum Private Client Group’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 | $319K | Buy |
6,408
+1,006
| +19% | +$50.1K | 0.12% | 62 |
|
|
2025
Q1 | $272K | Hold |
5,402
| – | – | 0.12% | 65 |
|
|
2024
Q4 | $276K | Buy |
+5,402
| New | +$276K | 0.12% | 64 |
|
|
2024
Q1 | – | Sell |
-5,680
| Closed | -$293K | – | 74 |
|
|
2023
Q4 | $293K | Buy |
+5,680
| New | +$293K | 0.15% | 60 |
|
|
2023
Q3 | – | Sell |
-5,680
| Closed | -$288K | – | 23 |
|
|
2023
Q2 | $288K | Hold |
5,680
| – | – | 0.16% | 60 |
|
|
2023
Q1 | $289K | Hold |
5,680
| – | – | 0.18% | 61 |
|
|
2022
Q4 | $285K | Buy |
5,680
+296
| +5% | +$14.8K | 0.2% | 58 |
|
|
2022
Q3 | $262K | Sell |
5,384
-768
| -12% | -$37.4K | 0.2% | 54 |
|
|
2022
Q2 | $311K | Buy |
6,152
+391
| +7% | +$19.8K | 0.23% | 51 |
|
|
2022
Q1 | $306K | Buy |
+5,761
| New | +$306K | 0.24% | 52 |
|