Holistic Financial Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

Holistic Financial Partners’s Portfolio FMB Stock Details FMB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell
2020 Q4	$260K	Hold
2020 Q3	$255K	Hold
2020 Q2	$252K	Hold
2020 Q1	$248K	Hold
2019 Q4	$255K	Sell
2019 Q3	$510K	Hold
2019 Q2	$502K	Buy