ICA Group Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $149K | Sell |
2,926
-1,442
| -33% | -$73.6K | 0.09% | 136 |
|
|
2024
Q1 | $224K | Sell |
4,368
-1,231
| -22% | -$63.2K | 0.04% | 256 |
|
|
2023
Q4 | $289K | Sell |
5,599
-4,739
| -46% | -$245K | 0.06% | 206 |
|
|
2023
Q3 | $505K | Sell |
10,338
-490
| -5% | -$23.9K | 0.14% | 138 |
|
|
2023
Q2 | $549K | Sell |
10,828
-1,579
| -13% | -$80K | 0.14% | 126 |
|
|
2023
Q1 | $632K | Sell |
12,407
-3,505
| -22% | -$179K | 0.15% | 131 |
|
|
2022
Q4 | $797K | Sell |
15,912
-1,800
| -10% | -$90.2K | 0.19% | 121 |
|
|
2022
Q3 | $863K | Buy |
17,712
+12
| +0.1% | +$585 | 0.18% | 128 |
|
|
2022
Q2 | $907K | Sell |
17,700
-1,984
| -10% | -$102K | 0.17% | 129 |
|
|
2022
Q1 | $1.02M | Buy |
+19,684
| New | +$1.02M | 0.19% | 122 |
|