Larson Financial Group’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.4K | Sell |
1,630
-249
| -13% | -$4.96K | ﹤0.01% | 1253 |
|
|
2025
Q1 | $37.3K | Buy |
1,879
+132
| +8% | +$2.62K | ﹤0.01% | 1125 |
|
|
2024
Q4 | $34.7K | Sell |
1,747
-10
| -0.6% | -$198 | ﹤0.01% | 1015 |
|
|
2024
Q3 | $35.2K | Sell |
1,757
-267
| -13% | -$5.34K | ﹤0.01% | 1007 |
|
|
2024
Q2 | $40K | Sell |
2,024
-685
| -25% | -$13.5K | ﹤0.01% | 864 |
|
|
2024
Q1 | $53.7K | Sell |
2,709
-1,214
| -31% | -$24.1K | ﹤0.01% | 672 |
|
|
2023
Q4 | $78.3K | Sell |
3,923
-860
| -18% | -$17.2K | 0.01% | 539 |
|
|
2023
Q3 | $92.7K | Sell |
4,783
-251
| -5% | -$4.87K | 0.01% | 465 |
|
|
2023
Q2 | $99.4K | Buy |
5,034
+10
| +0.2% | +$197 | 0.01% | 429 |
|
|
2023
Q1 | $99.9K | Buy |
5,024
+9
| +0.2% | +$179 | 0.01% | 433 |
|
|
2022
Q4 | $99K | Sell |
5,015
-26
| -0.5% | -$513 | 0.01% | 403 |
|
|
2022
Q3 | $98K | Buy |
5,041
+6
| +0.1% | +$117 | 0.01% | 361 |
|
|
2022
Q2 | $100K | Sell |
5,035
-580
| -10% | -$11.5K | 0.02% | 259 |
|
|
2022
Q1 | $113K | Sell |
5,615
-1,516
| -21% | -$30.5K | 0.02% | 262 |
|
|
2021
Q4 | $148K | Buy |
7,131
+67
| +0.9% | +$1.39K | 0.02% | 224 |
|
|
2021
Q3 | $147K | Buy |
7,064
+175
| +3% | +$3.64K | 0.03% | 170 |
|
|
2021
Q2 | $144K | Buy |
6,889
+320
| +5% | +$6.69K | 0.03% | 153 |
|
|
2021
Q1 | $137K | Buy |
6,569
+2,244
| +52% | +$46.8K | 0.04% | 138 |
|
|
2020
Q4 | $90K | Buy |
4,325
+956
| +28% | +$19.9K | 0.03% | 145 |
|
|
2020
Q3 | $70K | Sell |
3,369
-13,185
| -80% | -$274K | 0.03% | 158 |
|
|
2020
Q2 | $340K | Buy |
16,554
+1,686
| +11% | +$34.6K | 0.16% | 72 |
|
|
2020
Q1 | $299K | Sell |
14,868
-4,733
| -24% | -$95.2K | 0.19% | 66 |
|
|
2019
Q4 | $401K | Buy |
19,601
+9,564
| +95% | +$196K | 0.23% | 57 |
|
|
2019
Q3 | $206K | Buy |
+10,037
| New | +$206K | 0.13% | 73 |
|