National Wealth Management Group’s First Trust Managed Municipal ETF FMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,199	Closed	-$212K	–	170
2025 Q1	$212K	Sell	4,199 -1,589	-27%	-$81K	0.14%	137
2024 Q4	$295K	Sell	5,788 -1,749	-23%	-$89.9K	0.2%	106
2024 Q3	$392K	Sell	7,537 -54	-0.7%	-$2.79K	0.27%	89
2024 Q2	$388K	Hold	7,591	–	–	0.3%	79
2024 Q1	$390K	Sell	7,591 -167	-2%	-$8.59K	0.3%	87
2023 Q4	$401K	Sell	7,758 -157	-2%	-$7.81K	0.39%	80
2023 Q3	$387K	Sell	7,915 -49	-0.6%	-$2.46K	0.42%	78
2023 Q2	$401K	Sell	7,964 -180	-2%	-$9.13K	0.42%	77
2023 Q1	$414K	Sell	8,144 -699	-8%	-$35.5K	0.47%	67
2022 Q4	$443K	Sell	8,843 -380	-4%	-$18.8K	0.53%	61
2022 Q3	$449K	Sell	9,223 -3,103	-25%	-$158K	0.58%	46
2022 Q2	$624K	Sell	12,326 -1,569	-11%	-$80.4K	0.79%	34
2022 Q1	$737K	Sell	13,895 -580	-4%	-$31.9K	0.71%	45
2021 Q4	$825K	Buy	+14,475	New	+$822K	0.77%	39