Larson Financial Group’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 | $979K | Sell |
19,658
-297,545
| -94% | -$14.8M | 0.04% | 295 |
|
|
2025
Q1 | $16M | Buy |
317,203
+41,154
| +15% | +$2.08M | 0.76% | 26 |
|
|
2024
Q4 | $14.1M | Buy |
276,049
+85,293
| +45% | +$4.35M | 0.73% | 27 |
|
|
2024
Q3 | $9.91M | Buy |
190,756
+39,105
| +26% | +$2.03M | 0.56% | 40 |
|
|
2024
Q2 | $7.74M | Buy |
151,651
+101,412
| +202% | +$5.18M | 0.53% | 41 |
|
|
2024
Q1 | $2.58M | Buy |
50,239
+25,768
| +105% | +$1.32M | 0.2% | 95 |
|
|
2023
Q4 | $1.26M | Buy |
24,471
+1,917
| +8% | +$99K | 0.11% | 152 |
|
|
2023
Q3 | $1.1M | Sell |
22,554
-1,138
| -5% | -$55.6K | 0.11% | 153 |
|
|
2023
Q2 | $1.2M | Sell |
23,692
-1,926
| -8% | -$97.6K | 0.12% | 147 |
|
|
2023
Q1 | $1.3M | Sell |
25,618
-1,419
| -5% | -$72.3K | 0.14% | 139 |
|
|
2022
Q4 | $1.35M | Sell |
27,037
-3,403
| -11% | -$171K | 0.16% | 123 |
|
|
2022
Q3 | $1.48M | Buy |
30,440
+26
| +0.1% | +$1.27K | 0.21% | 92 |
|
|
2022
Q2 | $1.54M | Buy |
30,414
+2,672
| +10% | +$135K | 0.27% | 51 |
|
|
2022
Q1 | $1.47M | Sell |
27,742
-1,159
| -4% | -$61.5K | 0.24% | 56 |
|
|
2021
Q4 | $1.65M | Buy |
28,901
+3,407
| +13% | +$194K | 0.26% | 52 |
|
|
2021
Q3 | $1.45M | Buy |
25,494
+9,321
| +58% | +$529K | 0.29% | 46 |
|
|
2021
Q2 | $926K | Buy |
16,173
+3,531
| +28% | +$202K | 0.22% | 53 |
|
|
2021
Q1 | $713K | Buy |
12,642
+2,145
| +20% | +$121K | 0.21% | 49 |
|
|
2020
Q4 | $595K | Buy |
10,497
+5,618
| +115% | +$318K | 0.2% | 52 |
|
|
2020
Q3 | $271K | Sell |
4,879
-6,973
| -59% | -$387K | 0.11% | 74 |
|
|
2020
Q2 | $652K | Buy |
11,852
+3,013
| +34% | +$166K | 0.31% | 51 |
|
|
2020
Q1 | $478K | Sell |
8,839
-3,962
| -31% | -$214K | 0.3% | 54 |
|
|
2019
Q4 | $711K | Buy |
12,801
+3,131
| +32% | +$174K | 0.41% | 41 |
|
|
2019
Q3 | $537K | Buy |
+9,670
| New | +$537K | 0.35% | 44 |
|