IIL
Insight Inv LLC’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 | $1.6M | Sell |
80,310
-12,250
| -13% | -$244K | 1.07% | 41 |
|
|
2025
Q1 | $1.84M | Sell |
92,560
-1,070
| -1% | -$21.3K | 1.27% | 36 |
|
|
2024
Q4 | $1.86M | Buy |
93,630
+23,975
| +34% | +$476K | 1.29% | 35 |
|
|
2024
Q3 | $1.39M | Sell |
69,655
-17,250
| -20% | -$345K | 1.17% | 42 |
|
|
2024
Q2 | $1.72M | Sell |
86,905
-2,825
| -3% | -$55.9K | 1.48% | 30 |
|
|
2024
Q1 | $1.78M | Buy |
89,730
+1,000
| +1% | +$19.8K | 1.54% | 30 |
|
|
2023
Q4 | $1.77M | Buy |
88,730
+500
| +0.6% | +$9.98K | 1.73% | 25 |
|
|
2023
Q3 | $1.71M | Sell |
88,230
-600
| -0.7% | -$11.6K | 1.89% | 22 |
|
|
2023
Q2 | $1.75M | Buy |
88,830
+9,500
| +12% | +$188K | 1.8% | 22 |
|
|
2023
Q1 | $1.58M | Buy |
79,330
+1,000
| +1% | +$19.9K | 1.7% | 24 |
|
|
2022
Q4 | $1.55M | Buy |
78,330
+17,170
| +28% | +$339K | 1.56% | 27 |
|
|
2022
Q3 | $1.19M | Buy |
+61,160
| New | +$1.19M | 1.32% | 34 |
|