National Wealth Management Group’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 | $212K | Sell |
4,199
-1,589
| -27% | -$80.1K | 0.14% | 137 |
|
|
2024
Q4 | $295K | Sell |
5,788
-1,749
| -23% | -$89.2K | 0.2% | 106 |
|
|
2024
Q3 | $392K | Sell |
7,537
-54
| -0.7% | -$2.81K | 0.27% | 89 |
|
|
2024
Q2 | $388K | Hold |
7,591
| – | – | 0.3% | 79 |
|
|
2024
Q1 | $390K | Sell |
7,591
-167
| -2% | -$8.58K | 0.3% | 87 |
|
|
2023
Q4 | $401K | Sell |
7,758
-157
| -2% | -$8.11K | 0.39% | 80 |
|
|
2023
Q3 | $387K | Sell |
7,915
-49
| -0.6% | -$2.4K | 0.42% | 78 |
|
|
2023
Q2 | $401K | Sell |
7,964
-180
| -2% | -$9.06K | 0.42% | 77 |
|
|
2023
Q1 | $414K | Sell |
8,144
-699
| -8% | -$35.6K | 0.47% | 67 |
|
|
2022
Q4 | $443K | Sell |
8,843
-380
| -4% | -$19K | 0.53% | 61 |
|
|
2022
Q3 | $449K | Sell |
9,223
-3,103
| -25% | -$151K | 0.58% | 46 |
|
|
2022
Q2 | $624K | Sell |
12,326
-1,569
| -11% | -$79.4K | 0.79% | 34 |
|
|
2022
Q1 | $737K | Sell |
13,895
-580
| -4% | -$30.8K | 0.71% | 45 |
|
|
2021
Q4 | $825K | Buy |
+14,475
| New | +$825K | 0.77% | 39 |
|