IFP Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
102,208
+6,299
| +7% | +$125K | 0.06% | 353 |
|
|
2025
Q1 | $1.91M | Sell |
95,909
-7,555
| -7% | -$150K | 0.06% | 363 |
|
|
2024
Q4 | $2.05M | Buy |
103,464
+6,310
| +6% | +$125K | 0.07% | 332 |
|
|
2024
Q3 | $1.94M | Sell |
97,154
-9,163
| -9% | -$183K | 0.07% | 307 |
|
|
2024
Q2 | $2.1M | Buy |
106,317
+3,615
| +4% | +$71.5K | 0.08% | 252 |
|
|
2024
Q1 | $2.04M | Buy |
102,702
+7,039
| +7% | +$140K | 0.09% | 248 |
|
|
2023
Q4 | $1.91M | Sell |
95,663
-21,288
| -18% | -$425K | 0.09% | 246 |
|
|
2023
Q3 | $2.27M | Sell |
116,951
-12,302
| -10% | -$238K | 0.1% | 207 |
|
|
2023
Q2 | $2.55M | Sell |
129,253
-2,635
| -2% | -$52K | 0.11% | 198 |
|
|
2023
Q1 | $2.64M | Sell |
131,888
-5,929
| -4% | -$119K | 0.11% | 182 |
|
|
2022
Q4 | $2.75M | Buy |
137,817
+21,770
| +19% | +$435K | 0.07% | 289 |
|
|
2022
Q3 | $2.32M | Buy |
116,047
+68,735
| +145% | +$1.37M | 0.06% | 344 |
|
|
2022
Q2 | $945K | Hold |
47,312
| – | – | 0.03% | 602 |
|
|
2022
Q1 | $945K | Buy |
47,312
+13,922
| +42% | +$278K | 0.03% | 602 |
|
|
2021
Q4 | $698K | Buy |
33,390
+6,892
| +26% | +$144K | 0.01% | 479 |
|
|
2021
Q3 | $559K | Buy |
26,498
+6,169
| +30% | +$130K | 0.01% | 537 |
|
|
2021
Q2 | $425K | Buy |
+20,329
| New | +$425K | 0.01% | 597 |
|