IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Buy |
12,644
+1,162
| +10% | +$57.9K | 0.02% | 633 |
|
|
2025
Q1 | $579K | Buy |
11,482
+143
| +1% | +$7.21K | 0.02% | 622 |
|
|
2024
Q4 | $578K | Sell |
11,339
-1,761
| -13% | -$89.8K | 0.02% | 634 |
|
|
2024
Q3 | $681K | Buy |
13,100
+1,547
| +13% | +$80.4K | 0.02% | 619 |
|
|
2024
Q2 | $590K | Sell |
11,553
-103
| -0.9% | -$5.26K | 0.02% | 583 |
|
|
2024
Q1 | $599K | Buy |
11,656
+1,515
| +15% | +$77.8K | 0.02% | 577 |
|
|
2023
Q4 | $524K | Sell |
10,141
-2,562
| -20% | -$132K | 0.02% | 582 |
|
|
2023
Q3 | $621K | Sell |
12,703
-85
| -0.7% | -$4.16K | 0.03% | 480 |
|
|
2023
Q2 | $648K | Sell |
12,788
-1,201
| -9% | -$60.9K | 0.03% | 463 |
|
|
2023
Q1 | $713K | Buy |
13,989
+202
| +1% | +$10.3K | 0.04% | 398 |
|
|
2022
Q4 | $691K | Sell |
13,787
-3,129
| -18% | -$157K | 0.04% | 391 |
|
|
2022
Q3 | $824K | Buy |
16,916
+4,343
| +35% | +$212K | 0.06% | 319 |
|
|
2022
Q2 | $636K | Sell |
12,573
-1,881
| -13% | -$95.2K | 0.06% | 327 |
|
|
2022
Q1 | $767K | Buy |
14,454
+2,165
| +18% | +$115K | 0.06% | 311 |
|
|
2021
Q4 | $700K | Sell |
12,289
-85
| -0.7% | -$4.84K | 0.05% | 343 |
|
|
2021
Q3 | $703K | Buy |
12,374
+378
| +3% | +$21.5K | 0.06% | 325 |
|
|
2021
Q2 | $687K | Buy |
11,996
+1,696
| +16% | +$97.1K | 0.04% | 419 |
|
|
2021
Q1 | $581K | Buy |
10,300
+3,236
| +46% | +$183K | 0.04% | 407 |
|
|
2020
Q4 | $401K | Buy |
7,064
+116
| +2% | +$6.59K | 0.03% | 481 |
|
|
2020
Q3 | $386K | Sell |
6,948
-4,417
| -39% | -$245K | 0.04% | 406 |
|
|
2020
Q2 | $625K | Sell |
11,365
-3,107
| -21% | -$171K | 0.09% | 244 |
|
|
2020
Q1 | $782K | Buy |
14,472
+4,712
| +48% | +$255K | 0.11% | 194 |
|
|
2019
Q4 | $542K | Sell |
9,760
-3,787
| -28% | -$210K | 0.06% | 313 |
|
|
2019
Q3 | $753K | Sell |
13,547
-1,815
| -12% | -$101K | 0.1% | 239 |
|
|
2019
Q2 | $841K | Sell |
15,362
-7,905
| -34% | -$433K | 0.12% | 196 |
|
|
2019
Q1 | $1.25M | Buy |
+23,267
| New | +$1.25M | 0.21% | 120 |
|
|
2018
Q2 | – | Sell |
-2,725
| Closed | -$143K | – | 757 |
|
|
2018
Q1 | $143K | Buy |
2,725
+1,475
| +118% | +$77.4K | 0.04% | 409 |
|
|
2017
Q4 | $67K | Buy |
+1,250
| New | +$67K | 0.02% | 604 |
|