MWM
Modern Wealth Management’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
Q2 | $529K | Sell |
26,572
-4,896
| -16% | -$97.5K | 0.01% | 460 |
|
|
2025
Q1 | $625K | Sell |
31,468
-2,816
| -8% | -$56K | 0.02% | 373 |
|
|
2024
Q4 | $680K | Sell |
34,284
-14,077
| -29% | -$279K | 0.03% | 313 |
|
|
2024
Q3 | $968K | Sell |
48,361
-5,083
| -10% | -$102K | 0.06% | 163 |
|
|
2024
Q2 | $1.06M | Sell |
53,444
-6,860
| -11% | -$136K | 0.08% | 135 |
|
|
2024
Q1 | $1.2M | Sell |
60,304
-9,044
| -13% | -$179K | 0.11% | 103 |
|
|
2023
Q4 | $1.38M | Buy |
+69,348
| New | +$1.38M | 0.17% | 49 |
|