Kingsview 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 | – | Sell |
-6,006
| Closed | -$303K | – | 1187 |
|
|
2025
Q1 | $303K | Sell |
6,006
-592
| -9% | -$29.9K | 0.01% | 887 |
|
|
2024
Q4 | $337K | Hold |
6,598
| – | – | 0.01% | 851 |
|
|
2024
Q3 | $343K | Sell |
6,598
-215
| -3% | -$11.2K | 0.01% | 838 |
|
|
2024
Q2 | $348K | Hold |
6,813
| – | – | 0.01% | 792 |
|
|
2024
Q1 | $350K | Sell |
6,813
-1,317
| -16% | -$67.6K | 0.01% | 766 |
|
|
2023
Q4 | $420K | Sell |
8,130
-306
| -4% | -$15.8K | 0.01% | 676 |
|
|
2023
Q3 | $412K | Buy |
+8,436
| New | +$412K | 0.01% | 672 |
|
|
2023
Q1 | – | Sell |
-4,848
| Closed | -$243K | – | 908 |
|
|
2022
Q4 | $243K | Buy |
+4,848
| New | +$243K | 0.01% | 735 |
|
|
2022
Q3 | – | Sell |
-4,088
| Closed | -$207K | – | 837 |
|
|
2022
Q2 | $207K | Sell |
4,088
-4,178
| -51% | -$212K | 0.01% | 756 |
|
|
2022
Q1 | $439K | Sell |
8,266
-862
| -9% | -$45.7K | 0.02% | 599 |
|
|
2021
Q4 | $520K | Buy |
9,128
+1,600
| +21% | +$91.1K | 0.02% | 555 |
|
|
2021
Q3 | $427K | Buy |
7,528
+1,047
| +16% | +$59.4K | 0.02% | 590 |
|
|
2021
Q2 | $371K | Buy |
+6,481
| New | +$371K | 0.02% | 641 |
|
|
2021
Q1 | – | Sell |
-4,281
| Closed | -$243K | – | 832 |
|
|
2020
Q4 | $243K | Buy |
+4,281
| New | +$243K | 0.02% | 598 |
|