LVZ Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Sell |
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|
2025
Q1 | $200K | Hold |
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|
2024
Q4 | $200K | Hold |
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|
2024
Q3 | $201K | Hold |
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|
2024
Q2 | $199K | Hold |
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|
2024
Q1 | $200K | Hold |
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|
2023
Q4 | $201K | Hold |
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|
2023
Q3 | $195K | Hold |
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|
2023
Q2 | $199K | Hold |
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|
2023
Q1 | $200K | Sell |
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|
2022
Q4 | $301K | Hold |
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|
2022
Q3 | $297K | Hold |
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|
2022
Q2 | $302K | Hold |
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|
2022
Q1 | $306K | Sell |
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|
2021
Q4 | $377K | Sell |
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|
2021
Q3 | $513K | Buy |
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|
2021
Q2 | $411K | Sell |
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|
2021
Q1 | $509K | Hold |
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|
2020
Q4 | $509K | Hold |
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|
2020
Q3 | $505K | Hold |
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|
2020
Q2 | $502K | Hold |
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|
2020
Q1 | $492K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $201K | Buy |
|