Foster Victor Wealth Advisors’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 | $563K | Buy |
28,243
+151
| +0.5% | +$3.01K | 0.04% | 135 |
|
|
2025
Q1 | $554K | Buy |
28,092
+222
| +0.8% | +$4.38K | 0.04% | 128 |
|
|
2024
Q4 | $554K | Buy |
27,870
+1,793
| +7% | +$35.6K | 0.04% | 129 |
|
|
2024
Q3 | $522K | Buy |
26,077
+53
| +0.2% | +$1.06K | 0.04% | 129 |
|
|
2024
Q2 | $517K | Sell |
26,024
-19
| -0.1% | -$378 | 0.04% | 128 |
|
|
2024
Q1 | $515K | Buy |
+26,043
| New | +$515K | 0.05% | 116 |
|
|
2023
Q2 | – | Sell |
-11,950
| Closed | -$238K | – | 163 |
|
|
2023
Q1 | $238K | Sell |
11,950
-190
| -2% | -$3.78K | 0.03% | 144 |
|
|
2022
Q4 | $241K | Buy |
+12,140
| New | +$241K | 0.03% | 134 |
|