HNWAG
High Net Worth Advisory Group’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 | $1.13M | Buy |
22,779
+110
| +0.5% | +$5.48K | 0.3% | 74 |
|
|
2025
Q1 | $1.14M | Buy |
22,669
+102
| +0.5% | +$5.14K | 0.32% | 72 |
|
|
2024
Q4 | $1.15M | Buy |
22,567
+4,029
| +22% | +$206K | 0.32% | 70 |
|
|
2024
Q3 | $963K | Buy |
18,538
+16
| +0.1% | +$831 | 0.26% | 86 |
|
|
2024
Q2 | $946K | Buy |
18,522
+9
| +0% | +$460 | 0.29% | 78 |
|
|
2024
Q1 | $951K | Sell |
18,513
-190
| -1% | -$9.76K | 0.3% | 78 |
|
|
2023
Q4 | $966K | Buy |
18,703
+624
| +3% | +$32.2K | 0.36% | 68 |
|
|
2023
Q3 | $884K | Buy |
18,079
+212
| +1% | +$10.4K | 0.35% | 69 |
|
|
2023
Q2 | $906K | Sell |
17,867
-571
| -3% | -$28.9K | 0.35% | 72 |
|
|
2023
Q1 | $939K | Buy |
18,438
+129
| +0.7% | +$6.57K | 0.38% | 68 |
|
|
2022
Q4 | $917K | Sell |
18,309
-3,252
| -15% | -$163K | 0.36% | 68 |
|
|
2022
Q3 | $1.05M | Buy |
21,561
+92
| +0.4% | +$4.48K | 0.45% | 55 |
|
|
2022
Q2 | $1.09M | Buy |
21,469
+6,803
| +46% | +$344K | 0.45% | 55 |
|
|
2022
Q1 | $778K | Buy |
14,666
+8,676
| +145% | +$460K | 0.28% | 82 |
|
|
2021
Q4 | $341K | Buy |
+5,990
| New | +$341K | 0.12% | 142 |
|