Lifeworks Advisors’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
Q1 | – | Sell |
-4,550
| Closed | -$232K | – | 314 |
|
|
2024
Q4 | $232K | Hold |
4,550
| – | – | 0.04% | 271 |
|
|
2024
Q3 | $236K | Sell |
4,550
-1,675
| -27% | -$87K | 0.05% | 261 |
|
|
2024
Q2 | $318K | Sell |
6,225
-1,299
| -17% | -$66.3K | 0.09% | 171 |
|
|
2024
Q1 | $386K | Buy |
7,524
+10
| +0.1% | +$514 | 0.11% | 149 |
|
|
2023
Q4 | $388K | Buy |
+7,514
| New | +$388K | 0.13% | 135 |
|