KWM
Kingsview Wealth Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199K | Hold |
10,000
| – | – | ﹤0.01% | 1111 |
|
|
2025
Q1 | $199K | Hold |
10,000
| – | – | ﹤0.01% | 1042 |
|
|
2024
Q4 | $198K | Sell |
10,000
-1,262
| -11% | -$25K | ﹤0.01% | 1060 |
|
|
2024
Q3 | $225K | Hold |
11,262
| – | – | ﹤0.01% | 990 |
|
|
2024
Q2 | $223K | Buy |
+11,262
| New | +$223K | 0.01% | 947 |
|