Kaydan Wealth Management’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 | $230K | Sell |
4,626
-3,202
| -41% | -$160K | 0.08% | 99 |
|
|
2025
Q1 | $395K | Sell |
7,828
-171
| -2% | -$8.62K | 0.13% | 72 |
|
|
2024
Q4 | $408K | Sell |
7,999
-386
| -5% | -$19.7K | 0.14% | 71 |
|
|
2024
Q3 | $436K | Sell |
8,385
-704
| -8% | -$36.6K | 0.13% | 65 |
|
|
2024
Q2 | $464K | Sell |
9,089
-105
| -1% | -$5.36K | 0.16% | 61 |
|
|
2024
Q1 | $472K | Sell |
9,194
-60
| -0.6% | -$3.08K | 0.16% | 61 |
|
|
2023
Q4 | $478K | Sell |
9,254
-2,561
| -22% | -$132K | 0.19% | 54 |
|
|
2023
Q3 | $578K | Sell |
11,815
-2,456
| -17% | -$120K | 0.23% | 45 |
|
|
2023
Q2 | $723K | Buy |
14,271
+484
| +4% | +$24.5K | 0.3% | 39 |
|
|
2023
Q1 | $702K | Buy |
13,787
+17
| +0.1% | +$866 | 0.29% | 35 |
|
|
2022
Q4 | $690K | Sell |
13,770
-246
| -2% | -$12.3K | 0.28% | 38 |
|
|
2022
Q3 | $683K | Sell |
14,016
-5,899
| -30% | -$287K | 0.38% | 36 |
|
|
2022
Q2 | $1.01M | Sell |
19,915
-4,821
| -19% | -$244K | 0.56% | 25 |
|
|
2022
Q1 | $1.31M | Buy |
24,736
+651
| +3% | +$34.5K | 0.58% | 29 |
|
|
2021
Q4 | $1.37M | Buy |
+24,085
| New | +$1.37M | 0.52% | 30 |
|