Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $423K | Hold |
8,660
| – | – | 0.05% | 187 |
|
|
2023
Q2 | $439K | Buy |
8,660
+975
| +13% | +$49.4K | 0.05% | 207 |
|
|
2023
Q1 | $391K | Buy |
+7,685
| New | +$391K | 0.04% | 217 |
|
|
2022
Q1 | – | Sell |
-6,149
| Closed | -$350K | – | 336 |
|
|
2021
Q4 | $350K | Hold |
6,149
| – | – | 0.04% | 245 |
|
|
2021
Q3 | $349K | Sell |
6,149
-52
| -0.8% | -$2.95K | 0.04% | 261 |
|
|
2021
Q2 | $355K | Sell |
6,201
-3,048
| -33% | -$174K | 0.04% | 277 |
|
|
2021
Q1 | $522K | Buy |
+9,249
| New | +$522K | 0.07% | 208 |
|