Investment Planning Advisors’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	$2.9M	Buy	58,234 +588	+1%	+$29.3K	1.03%	14
2025 Q1	$2.91M	Buy	57,646 +8,882	+18%	+$448K	1.18%	16
2024 Q4	$2.49M	Buy	48,764 +8,815	+22%	+$450K	1.09%	21
2024 Q3	$2.04M	Hold	39,949	–	–	1.04%	22
2024 Q2	$2.04M	Buy	+39,949	New	+$2.04M	1.04%	22