IWS

Insight Wealth Strategies’s First Trust Managed Municipal ETF FMB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.22M	Buy	24,547 +6	+0%	+$299	0.15%	98
2025 Q1	$1.24M	Sell	24,541 -82	-0.3%	-$4.14K	0.17%	101
2024 Q4	$1.26M	Sell	24,623 -13,280	-35%	-$677K	0.17%	101
2024 Q3	$1.97M	Buy	37,903 +2,621	+7%	+$136K	0.26%	98
2024 Q2	$1.8M	Buy	35,282 +1,837	+5%	+$93.8K	0.26%	100
2024 Q1	$1.72M	Buy	33,445 +1,097	+3%	+$56.3K	0.25%	102
2023 Q4	$1.67M	Buy	32,348 +2,055	+7%	+$106K	0.27%	93
2023 Q3	$1.48M	Buy	30,293 +265	+0.9%	+$13K	0.29%	78
2023 Q2	$1.52M	Buy	30,028 +396	+1%	+$20.1K	0.29%	66
2023 Q1	$1.51M	Sell	29,632 -77	-0.3%	-$3.92K	0.3%	59
2022 Q4	$1.49M	Sell	29,709 -4,886	-14%	-$245K	0.29%	59
2022 Q3	$1.75M	Hold	34,595	–	–	0.33%	42
2022 Q2	$1.75M	Buy	34,595 +294	+0.9%	+$14.9K	0.33%	42
2022 Q1	$1.82M	Sell	34,301 -2,179	-6%	-$116K	0.27%	57
2021 Q4	$2.08M	Buy	36,480 +12,246	+51%	+$698K	0.3%	50
2021 Q3	$1.38M	Sell	24,234 -1,426	-6%	-$81K	0.19%	75
2021 Q2	$1.47M	Sell	25,660 -7,430	-22%	-$426K	0.21%	65
2021 Q1	$1.87M	Buy	33,090 +2,215	+7%	+$125K	0.25%	57
2020 Q4	$1.75M	Buy	30,875 +11,998	+64%	+$681K	0.3%	46
2020 Q3	$1.05M	Buy	18,877 +61	+0.3%	+$3.39K	0.19%	56
2020 Q2	$1.04M	Buy	18,816 +2,467	+15%	+$136K	0.23%	44
2020 Q1	$884K	Buy	16,349 +6,257	+62%	+$338K	0.24%	40
2019 Q4	$561K	Buy	10,092 +59	+0.6%	+$3.28K	0.12%	114
2019 Q3	$557K	Buy	10,033 +1,561	+18%	+$86.7K	0.13%	105
2019 Q2	$464K	Buy	+8,472	New	+$464K	0.11%	108