Independent Financial Group’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
|||||
|
2025
Q4 | $218K | Hold |
|
|||||
|
2025
Q3 | $218K | Buy |
|
|||||
|
2025
Q2 | $211K | Sell |
|
|||||
|
2025
Q1 | $219K | Buy |
|
|||||
|
2024
Q4 | $207K | Sell |
|
|||||
|
2024
Q3 | $210K | Hold |
|
|||||
|
2024
Q2 | $208K | Sell |
|
|||||
|
2024
Q1 | $399K | Sell |
|
|||||
|
2023
Q4 | $641K | Buy |
|
|||||
|
2023
Q3 | $612K | Buy |
|
|||||
|
2023
Q2 | $611K | Buy |
|
|||||
|
2023
Q1 | $598K | Sell |
|
|||||
|
2022
Q4 | $618K | Sell |
|
|||||
|
2022
Q3 | $635K | Buy |
|
|||||
|
2022
Q2 | $646K | Buy |
|
|||||
|
2022
Q1 | $653K | Sell |
|
|||||
|
2021
Q4 | $680K | Buy |
|
|||||
|
2021
Q3 | $518K | Buy |
|
|||||
|
2021
Q2 | $381K | Buy |
|