Lifestyle Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-28,586
| Closed | -$1.48M | – | 108 |
|
|
2023
Q4 | $1.48M | Sell |
28,586
-13,694
| -32% | -$707K | 0.82% | 18 |
|
|
2023
Q3 | $2.07M | Sell |
42,280
-4,427
| -9% | -$216K | 1.25% | 12 |
|
|
2023
Q2 | $2.37M | Sell |
46,707
-3,383
| -7% | -$171K | 1.42% | 11 |
|
|
2023
Q1 | $2.55M | Buy |
50,090
+645
| +1% | +$32.9K | 1.71% | 10 |
|
|
2022
Q4 | $2.48M | Buy |
+49,445
| New | +$2.48M | 1.98% | 8 |
|