Icon Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
5,084
+44
| +0.9% | +$2.19K | 0.02% | 334 |
|
|
2025
Q1 | $254K | Buy |
5,040
+41
| +0.8% | +$2.07K | 0.02% | 309 |
|
|
2024
Q4 | $255K | Buy |
4,999
+40
| +0.8% | +$2.04K | 0.02% | 330 |
|
|
2024
Q3 | $258K | Buy |
4,959
+27
| +0.5% | +$1.4K | 0.02% | 316 |
|
|
2024
Q2 | $254K | Buy |
4,932
+52
| +1% | +$2.68K | 0.02% | 300 |
|
|
2024
Q1 | $251K | Buy |
4,880
+26
| +0.5% | +$1.34K | 0.02% | 306 |
|
|
2023
Q4 | $251K | Buy |
+4,854
| New | +$251K | 0.03% | 290 |
|
|
2022
Q4 | $385K | Hold |
7,685
| – | – | 0.04% | 219 |
|
|
2022
Q3 | $374K | Buy |
+7,685
| New | +$374K | 0.05% | 212 |
|