Geneos Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $651K | Hold |
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|
2025
Q2 | $640K | Sell |
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|
2025
Q1 | $863K | Buy |
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|
2024
Q4 | $269K | Hold |
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|
2024
Q3 | $274K | Hold |
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|
2024
Q2 | $269K | Sell |
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|
2024
Q1 | $285K | Hold |
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|
2023
Q4 | $287K | Hold |
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|
2023
Q3 | $271K | Hold |
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|
2023
Q2 | $281K | Hold |
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|
2023
Q1 | $283K | Hold |
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|
2022
Q4 | $278K | Buy |
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|
2022
Q3 | $143K | Sell |
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|
2022
Q2 | $410K | Sell |
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|
2022
Q1 | $564K | Buy |
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|
2021
Q4 | $584K | Hold |
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|
2021
Q3 | $582K | Sell |
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|
2021
Q2 | $593K | Sell |
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|
2021
Q1 | $593K | Buy |
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|
2020
Q4 | $581K | Buy |
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|
2020
Q3 | $476K | Hold |
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|
2020
Q2 | $469K | Sell |
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|
2020
Q1 | $489K | Sell |
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|
2019
Q4 | $543K | Buy |
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|
2019
Q3 | $303K | Buy |
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|
2019
Q2 | $157K | Buy |
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|
2019
Q1 | $150K | Hold |
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|
2018
Q4 | $147K | Sell |
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|
2018
Q3 | $182K | Buy |
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|
2018
Q2 | $179K | Buy |
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|
2018
Q1 | $167K | Buy |
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|
2017
Q4 | $56K | Buy |
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|
2017
Q3 | $26K | Hold |
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|
2017
Q2 | $26K | Buy |
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