Keystone Financial Group (Kentucky)’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 | $2.25M | Buy |
45,102
+1,992
| +5% | +$99.2K | 0.2% | 88 |
|
|
2025
Q1 | $2.17M | Buy |
43,110
+6,266
| +17% | +$316K | 0.22% | 90 |
|
|
2024
Q4 | $1.88M | Buy |
36,844
+1,319
| +4% | +$67.3K | 0.18% | 96 |
|
|
2024
Q3 | $1.85M | Buy |
+35,525
| New | +$1.85M | 0.24% | 79 |
|
|
2024
Q2 | – | Sell |
-31,287
| Closed | -$1.61M | – | 204 |
|
|
2024
Q1 | $1.61M | Buy |
31,287
+190
| +0.6% | +$9.76K | 0.23% | 78 |
|
|
2023
Q4 | $1.61M | Buy |
31,097
+4,574
| +17% | +$236K | 0.28% | 71 |
|
|
2023
Q3 | $1.3M | Buy |
+26,523
| New | +$1.3M | 0.22% | 80 |
|