Kestra Private Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $290K | Buy |
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|
2025
Q2 | $233K | Sell |
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|
2025
Q1 | $298K | Sell |
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|
2024
Q4 | $829K | Sell |
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|
2024
Q3 | $887K | Sell |
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|
2024
Q2 | $950K | Sell |
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|
2024
Q1 | $956K | Sell |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $771K | Buy |
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|
2023
Q1 | $722K | Buy |
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|
2022
Q4 | $561K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $627K | Buy |
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