FPWM
FSB Premier Wealth Management’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 | $4.45M | Buy |
89,402
+1,618
| +2% | +$80.6K | 1.59% | 15 |
|
|
2025
Q1 | $4.43M | Buy |
87,784
+2,331
| +3% | +$118K | 1.73% | 11 |
|
|
2024
Q4 | $4.36M | Buy |
85,453
+6,429
| +8% | +$328K | 1.75% | 10 |
|
|
2024
Q3 | $4.11M | Sell |
79,024
-14,439
| -15% | -$750K | 1.68% | 12 |
|
|
2024
Q2 | $4.77M | Sell |
93,463
-2,931
| -3% | -$150K | 2.15% | 8 |
|
|
2024
Q1 | $4.95M | Buy |
96,394
+2,637
| +3% | +$135K | 2.3% | 7 |
|
|
2023
Q4 | $4.84M | Sell |
93,757
-2,708
| -3% | -$140K | 2.43% | 7 |
|
|
2023
Q3 | $4.72M | Buy |
96,465
+12,075
| +14% | +$590K | 2.62% | 7 |
|
|
2023
Q2 | $4.28M | Sell |
84,390
-242
| -0.3% | -$12.3K | 2.32% | 8 |
|
|
2023
Q1 | $4.31M | Buy |
84,632
+5,229
| +7% | +$266K | 2.4% | 8 |
|
|
2022
Q4 | $3.98M | Sell |
79,403
-45,434
| -36% | -$2.28M | 2.18% | 11 |
|
|
2022
Q3 | $6.08M | Sell |
124,837
-1,477
| -1% | -$72K | 3.56% | 7 |
|
|
2022
Q2 | $6.39M | Sell |
126,314
-1,970
| -2% | -$99.7K | 3.54% | 7 |
|
|
2022
Q1 | $6.6M | Sell |
128,284
-1,496
| -1% | -$76.9K | 3.31% | 7 |
|
|
2021
Q4 | $7.39M | Buy |
129,780
+14
| +0% | +$798 | 3.09% | 8 |
|
|
2021
Q3 | $7.37M | Buy |
129,766
+2,542
| +2% | +$144K | 3.69% | 6 |
|
|
2021
Q2 | $7.29M | Buy |
127,224
+9,371
| +8% | +$537K | 3.73% | 7 |
|
|
2021
Q1 | $6.65M | Buy |
117,853
+1,832
| +2% | +$103K | 3.58% | 7 |
|
|
2020
Q4 | $6.58M | Buy |
+116,021
| New | +$6.58M | 3.52% | 7 |
|