MLRA
Main Line Retirement Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,728
| Closed | -$213K | – | 44 |
|
|
2024
Q4 | $213K | Buy |
10,728
+81
| +0.8% | +$1.61K | 0.14% | 39 |
|
|
2024
Q3 | $213K | Buy |
10,647
+78
| +0.7% | +$1.56K | 0.15% | 36 |
|
|
2024
Q2 | $209K | Buy |
10,569
+76
| +0.7% | +$1.5K | 0.16% | 34 |
|
|
2024
Q1 | $208K | Buy |
10,493
+91
| +0.9% | +$1.81K | 0.16% | 35 |
|
|
2023
Q4 | $208K | Buy |
+10,402
| New | +$208K | 0.18% | 35 |
|
|
2023
Q2 | $203K | Buy |
+10,291
| New | +$203K | 0.19% | 31 |
|