Journey Strategic Wealth’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 | $6.46M | Sell |
129,608
-11,252
| -8% | -$561K | 0.21% | 39 |
|
|
2025
Q1 | $7.1M | Buy |
140,860
+20,600
| +17% | +$1.04M | 0.25% | 30 |
|
|
2024
Q4 | $6.13M | Buy |
120,260
+15,890
| +15% | +$811K | 0.23% | 30 |
|
|
2024
Q3 | $5.42M | Buy |
104,370
+8,874
| +9% | +$461K | 0.2% | 31 |
|
|
2024
Q2 | $4.88M | Buy |
95,496
+17,997
| +23% | +$919K | 0.21% | 26 |
|
|
2024
Q1 | $3.98M | Buy |
77,499
+10,572
| +16% | +$543K | 0.18% | 30 |
|
|
2023
Q4 | $3.46M | Buy |
66,927
+9,061
| +16% | +$468K | 0.16% | 26 |
|
|
2023
Q3 | $2.83M | Buy |
57,866
+13,079
| +29% | +$639K | 0.14% | 28 |
|
|
2023
Q2 | $2.27M | Buy |
44,787
+4,748
| +12% | +$241K | 0.1% | 34 |
|
|
2023
Q1 | $2.04M | Buy |
40,039
+386
| +1% | +$19.7K | 0.21% | 33 |
|
|
2022
Q4 | $1.99M | Buy |
39,653
+6,561
| +20% | +$329K | 0.23% | 27 |
|
|
2022
Q3 | $1.61M | Buy |
33,092
+98
| +0.3% | +$4.77K | 0.22% | 28 |
|
|
2022
Q2 | $1.67M | Buy |
+32,994
| New | +$1.67M | 0.22% | 27 |
|
|
2022
Q1 | – | Sell |
-5,140
| Closed | -$293K | – | 197 |
|
|
2021
Q4 | $293K | Buy |
+5,140
| New | +$293K | 0.03% | 124 |
|