HCR Wealth Advisors’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 | $423K | Hold |
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|
2025
Q2 | $416K | Hold |
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|
2025
Q1 | $421K | Hold |
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|
2024
Q4 | $426K | Hold |
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|
2024
Q3 | $434K | Hold |
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|
2024
Q2 | $426K | Hold |
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|
2024
Q1 | $429K | Hold |
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|
2023
Q4 | $431K | Buy |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $228K | Hold |
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|
2023
Q1 | $229K | Sell |
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|
2022
Q4 | $601K | Hold |
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|
2022
Q3 | $585K | Hold |
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|
2022
Q2 | $607K | Sell |
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|
2022
Q1 | $684K | Sell |
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|
2021
Q4 | $994K | Hold |
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|
2021
Q3 | $991K | Buy |
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|
2021
Q2 | $799K | Sell |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $939K | Buy |
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|
2020
Q3 | $670K | Hold |
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|
2020
Q2 | $663K | Hold |
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|
2020
Q1 | $652K | Hold |
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|
2019
Q4 | $669K | Hold |
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|
2019
Q3 | $669K | Buy |
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