Kingsview Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6,006	Closed	-$303K	–	1190
2025 Q1	$303K	Sell	6,006 -592	-9%	-$30.2K	0.01%	887
2024 Q4	$337K	Hold	6,598	–	–	0.01%	851
2024 Q3	$343K	Sell	6,598 -215	-3%	-$11.1K	0.01%	838
2024 Q2	$348K	Hold	6,813	–	–	0.01%	792
2024 Q1	$350K	Sell	6,813 -1,317	-16%	-$67.8K	0.01%	766
2023 Q4	$420K	Sell	8,130 -306	-4%	-$15.2K	0.01%	676
2023 Q3	$412K	Buy	+8,436	New	+$424K	0.01%	672
2023 Q1	–	Sell	-4,848	Closed	-$243K	–	908
2022 Q4	$243K	Buy	+4,848	New	+$240K	0.01%	735
2022 Q3	–	Sell	-4,088	Closed	-$207K	–	838
2022 Q2	$207K	Sell	4,088 -4,178	-51%	-$214K	0.01%	757
2022 Q1	$439K	Sell	8,266 -862	-9%	-$47.4K	0.02%	600
2021 Q4	$520K	Buy	9,128 +1,600	+21%	+$90.9K	0.02%	562
2021 Q3	$427K	Buy	7,528 +1,047	+16%	+$60.1K	0.02%	591
2021 Q2	$371K	Buy	+6,481	New	+$370K	0.02%	642
2021 Q1	–	Sell	-4,281	Closed	-$243K	–	891
2020 Q4	$243K	Buy	+4,281	New	+$240K	0.02%	599