Kestra Private Wealth Services’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 | $1.06M | Buy |
21,318
+1,273
| +6% | +$63.4K | 0.02% | 726 |
|
|
2025
Q1 | $1.01M | Buy |
20,045
+5,593
| +39% | +$282K | 0.02% | 680 |
|
|
2024
Q4 | $737K | Sell |
14,452
-586
| -4% | -$29.9K | 0.01% | 757 |
|
|
2024
Q3 | $781K | Sell |
15,038
-9,492
| -39% | -$493K | 0.01% | 691 |
|
|
2024
Q2 | $1.25M | Sell |
24,530
-1,499
| -6% | -$76.5K | 0.03% | 505 |
|
|
2024
Q1 | $1.34M | Buy |
26,029
+2,251
| +9% | +$116K | 0.03% | 481 |
|
|
2023
Q4 | $1.23M | Sell |
23,778
-7,799
| -25% | -$403K | 0.03% | 469 |
|
|
2023
Q3 | $1.54M | Buy |
31,577
+5,572
| +21% | +$272K | 0.05% | 361 |
|
|
2023
Q2 | $1.32M | Buy |
26,005
+2,734
| +12% | +$139K | 0.05% | 378 |
|
|
2023
Q1 | $1.19M | Buy |
23,271
+1,447
| +7% | +$73.7K | 0.05% | 374 |
|
|
2022
Q4 | $1.09M | Buy |
+21,824
| New | +$1.09M | 0.06% | 355 |
|
|
2022
Q1 | – | Sell |
-8,776
| Closed | -$500K | – | 1020 |
|
|
2021
Q4 | $500K | Buy |
+8,776
| New | +$500K | 0.02% | 584 |
|
|
2020
Q4 | – | Sell |
-9,559
| Closed | -$532K | – | 756 |
|
|
2020
Q3 | $532K | Buy |
+9,559
| New | +$532K | 0.05% | 367 |
|