Keystone Wealth Services’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Buy |
16,500
+5,000
| +43% | +$99.5K | 0.08% | 217 |
|
|
2025
Q1 | $229K | Hold |
11,500
| – | – | 0.06% | 239 |
|
|
2024
Q4 | $228K | Hold |
11,500
| – | – | 0.06% | 231 |
|
|
2024
Q3 | $230K | Hold |
11,500
| – | – | 0.06% | 230 |
|
|
2024
Q2 | $227K | Hold |
11,500
| – | – | 0.07% | 213 |
|
|
2024
Q1 | $228K | Hold |
11,500
| – | – | 0.07% | 200 |
|
|
2023
Q4 | $229K | Hold |
11,500
| – | – | 0.08% | 194 |
|
|
2023
Q3 | $223K | Hold |
11,500
| – | – | 0.08% | 190 |
|
|
2023
Q2 | $227K | Hold |
11,500
| – | – | 0.08% | 187 |
|
|
2023
Q1 | $229K | Hold |
11,500
| – | – | 0.09% | 175 |
|
|
2022
Q4 | $227K | Sell |
11,500
-2,500
| -18% | -$49.4K | 0.1% | 168 |
|
|
2022
Q3 | $273K | Hold |
14,000
| – | – | 0.13% | 126 |
|
|
2022
Q2 | $278K | Hold |
14,000
| – | – | 0.12% | 131 |
|
|
2022
Q1 | $281K | Hold |
14,000
| – | – | 0.11% | 142 |
|
|
2021
Q4 | $291K | Buy |
+14,000
| New | +$291K | 0.12% | 133 |
|