Landmark Wealth Management (New York)’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 | $2.35M | Sell |
47,075
-22,076
| -32% | -$1.1M | 1% | 26 |
|
|
2025
Q1 | $3.49M | Buy |
69,151
+513
| +0.7% | +$25.9K | 1.54% | 19 |
|
|
2024
Q4 | $3.5M | Buy |
68,638
+2,633
| +4% | +$134K | 1.55% | 21 |
|
|
2024
Q3 | $3.43M | Buy |
66,005
+1,166
| +2% | +$60.6K | 1.49% | 21 |
|
|
2024
Q2 | $3.31M | Buy |
64,839
+3,908
| +6% | +$200K | 2.58% | 12 |
|
|
2024
Q1 | $3.13M | Buy |
60,931
+3,221
| +6% | +$165K | 1.45% | 21 |
|
|
2023
Q4 | $2.98M | Buy |
57,710
+6,563
| +13% | +$339K | 1.47% | 21 |
|
|
2023
Q3 | $2.5M | Sell |
51,147
-8,572
| -14% | -$419K | 1.42% | 20 |
|
|
2023
Q2 | $3.03M | Buy |
59,719
+2,978
| +5% | +$151K | 2.68% | 14 |
|
|
2023
Q1 | $2.89M | Buy |
56,741
+12,866
| +29% | +$655K | 1.61% | 19 |
|
|
2022
Q4 | $2.2M | Buy |
43,875
+8,023
| +22% | +$402K | 1.59% | 18 |
|
|
2022
Q3 | $1.75M | Buy |
35,852
+10,477
| +41% | +$511K | 1.32% | 21 |
|
|
2022
Q2 | $1.28M | Sell |
25,375
-35,921
| -59% | -$1.82M | 1.64% | 16 |
|
|
2022
Q1 | $1.66M | Buy |
61,296
+28,157
| +85% | +$761K | 0.87% | 29 |
|
|
2021
Q4 | $2K | Buy |
+33,139
| New | +$2K | 1.17% | 21 |
|