Norris Financial Group, LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $646K | Buy |
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|
2025
Q4 | $520K | Hold |
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|
2025
Q3 | $521K | Hold |
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|
2025
Q2 | $517K | Buy |
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|
2025
Q1 | $486K | Buy |
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|
2024
Q4 | $351K | Buy |
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|
2024
Q3 | $282K | Buy |
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|
2024
Q2 | $275K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $223K | Sell |
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|
2021
Q3 | $313K | Hold |
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|
2021
Q2 | $314K | Sell |
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|
2021
Q1 | $357K | Buy |
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