Global Retirement Partners’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 Q4	$906K	Buy	17,713 +115	+0.7%	+$5.88K	0.02%	701
2025 Q3	$892K	Buy	17,598 +6,355	+57%	+$318K	0.02%	575
2025 Q2	$560K	Buy	+11,243	New	+$559K	0.01%	674
2023 Q4	–	Sell	-74	Closed	-$3.6K	–	3399
2023 Q3	$3.6K	Hold	74	–	–	﹤0.01%	2310
2023 Q2	$3.75K	Hold	74	–	–	﹤0.01%	2317
2023 Q1	$3.76K	Hold	74	–	–	﹤0.01%	2267
2022 Q4	$3.71K	Buy	+74	New	+$3.67K	﹤0.01%	2122
2022 Q2	–	Sell	-2,140	Closed	-$109K	–	2739
2022 Q1	$109K	Sell	2,140 -400	-16%	-$22K	0.01%	728
2021 Q4	$145K	Sell	2,540 -2,660	-51%	-$151K	0.11%	55
2021 Q3	$295K	Buy	5,200 +250	+5%	+$14.4K	0.03%	401
2021 Q2	$284K	Hold	4,950	–	–	0.03%	391
2021 Q1	$279K	Hold	4,950	–	–	0.03%	357
2020 Q4	$281K	Hold	4,950	–	–	0.04%	330
2020 Q3	$275K	Sell	4,950 -950	-16%	-$53K	0.04%	311
2020 Q2	$325K	Buy	5,900 +1,400	+31%	+$75.4K	0.05%	280
2020 Q1	$243K	Buy	4,500 +1,500	+50%	+$83.4K	0.05%	286
2019 Q4	$167K	Buy	+3,000	New	+$166K	0.03%	398