LPL Financial’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $45.3M | Buy |
2,267,473
+844,720
| +59% | +$17M | 0.01% | 965 |
|
|
2025
Q4 | $28.5M | Sell |
1,422,753
-16,934
| -1% | -$340K | 0.01% | 1172 |
|
|
2025
Q3 | $28.9M | Buy |
1,439,687
+98,071
| +7% | +$1.96M | 0.01% | 1133 |
|
|
2025
Q2 | $26.7M | Buy |
1,341,616
+105,547
| +9% | +$2.09M | 0.01% | 1072 |
|
|
2025
Q1 | $24.6M | Sell |
1,236,069
-82,318
| -6% | -$1.64M | 0.01% | 1031 |
|
|
2024
Q4 | $26.2M | Buy |
1,318,387
+138,848
| +12% | +$2.77M | 0.01% | 940 |
|
|
2024
Q3 | $23.6M | Sell |
1,179,539
-58,274
| -5% | -$1.16M | 0.01% | 963 |
|
|
2024
Q2 | $24.5M | Sell |
1,237,813
-78,814
| -6% | -$1.56M | 0.01% | 871 |
|
|
2024
Q1 | $26.1M | Buy |
1,316,627
+134,458
| +11% | +$2.67M | 0.01% | 817 |
|
|
2023
Q4 | $23.6M | Buy |
1,182,169
+80,402
| +7% | +$1.58M | 0.01% | 809 |
|
|
2023
Q3 | $21.4M | Sell |
1,101,767
-239,799
| -18% | -$4.71M | 0.02% | 778 |
|
|
2023
Q2 | $26.5M | Sell |
1,341,566
-14,794
| -1% | -$293K | 0.02% | 678 |
|
|
2023
Q1 | $27M | Buy |
1,356,360
+204,205
| +18% | +$4.05M | 0.02% | 636 |
|
|
2022
Q4 | $22.7M | Sell |
1,152,155
-92,733
| -7% | -$1.82M | 0.02% | 659 |
|
|
2022
Q3 | $24.3M | Buy |
1,244,888
+48,346
| +4% | +$962K | 0.02% | 565 |
|
|
2022
Q2 | $23.8M | Buy |
1,196,542
+516,526
| +76% | +$10.3M | 0.02% | 580 |
|
|
2022
Q1 | $13.7M | Buy |
680,016
+106,425
| +19% | +$2.18M | 0.01% | 826 |
|
|
2021
Q4 | $11.9M | Buy |
573,591
+84,370
| +17% | +$1.76M | 0.01% | 917 |
|
|
2021
Q3 | $10.2M | Buy |
489,221
+48,781
| +11% | +$1.02M | 0.01% | 956 |
|
|
2021
Q2 | $9.21M | Sell |
440,440
-95,697
| -18% | -$2M | 0.01% | 961 |
|
|
2021
Q1 | $11.2M | Buy |
536,137
+270,996
| +102% | +$5.65M | 0.01% | 776 |
|
|
2020
Q4 | $5.52M | Buy |
265,141
+74,329
| +39% | +$1.54M | 0.01% | 1066 |
|
|
2020
Q3 | $3.94M | Buy |
190,812
+16,000
| +9% | +$330K | 0.01% | 1076 |
|
|
2020
Q2 | $3.59M | Buy |
174,812
+12,166
| +7% | +$246K | 0.01% | 1040 |
|
|
2020
Q1 | $3.27M | Buy |
+162,646
| New | +$3.33M | 0.01% | 924 |
|
Other funds holding FSMB
RWB
PP
TA
NA
