Inspirion Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $793K | Buy |
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|
2025
Q2 | $683K | Sell |
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|
2025
Q1 | $705K | Sell |
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|
2024
Q4 | $712K | Sell |
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|
2024
Q3 | $793K | Sell |
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|
2024
Q2 | $924K | Hold |
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|
2024
Q1 | $927K | Hold |
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|
2023
Q4 | $933K | Hold |
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|
2023
Q3 | $906K | Sell |
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|
2023
Q2 | $1.12M | Hold |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $952K | Hold |
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|
2022
Q3 | $941K | Sell |
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|
2022
Q2 | $978K | Buy |
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