Foundations Investment 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 | $323K | Sell |
6,487
-1,362
| -17% | -$67.9K | 0.01% | 715 |
|
|
2025
Q1 | $396K | Buy |
7,849
+11
| +0.1% | +$555 | 0.01% | 637 |
|
|
2024
Q4 | $400K | Buy |
7,838
+386
| +5% | +$19.7K | 0.01% | 591 |
|
|
2024
Q3 | $387K | Sell |
7,452
-491
| -6% | -$25.5K | 0.01% | 576 |
|
|
2024
Q2 | $406K | Sell |
7,943
-1,243
| -14% | -$63.5K | 0.01% | 541 |
|
|
2024
Q1 | $472K | Hold |
9,186
| – | – | 0.01% | 475 |
|
|
2023
Q4 | $475K | Buy |
+9,186
| New | +$475K | 0.01% | 445 |
|