Nations Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,550
| Closed | -$222K | – | 630 |
|
|
2023
Q3 | $222K | Buy |
4,550
+200
| +5% | +$9.78K | 0.02% | 560 |
|
|
2023
Q2 | $220K | Buy |
4,350
+400
| +10% | +$20.3K | 0.02% | 570 |
|
|
2023
Q1 | $201K | Buy |
+3,950
| New | +$201K | 0.02% | 584 |
|
|
2022
Q1 | – | Sell |
-10,515
| Closed | -$599K | – | 537 |
|
|
2021
Q4 | $599K | Hold |
10,515
| – | – | 0.08% | 262 |
|
|
2021
Q3 | $597K | Sell |
10,515
-75
| -0.7% | -$4.26K | 0.09% | 242 |
|
|
2021
Q2 | $607K | Buy |
10,590
+3,040
| +40% | +$174K | 0.1% | 229 |
|
|
2021
Q1 | $426K | Buy |
7,550
+1,775
| +31% | +$100K | 0.1% | 242 |
|
|
2020
Q4 | $328K | Buy |
5,775
+1,845
| +47% | +$105K | 0.09% | 249 |
|
|
2020
Q3 | $219K | Buy |
+3,930
| New | +$219K | 0.07% | 263 |
|