Naviter Wealth’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,626
| Closed | -$351K | – | 292 |
|
|
2025
Q1 | $351K | Buy |
17,626
+3,761
| +27% | +$74.8K | 0.04% | 218 |
|
|
2024
Q4 | $275K | Sell |
13,865
-1,375
| -9% | -$27.3K | 0.03% | 241 |
|
|
2024
Q3 | $305K | Sell |
15,240
-39,538
| -72% | -$791K | 0.04% | 202 |
|
|
2024
Q2 | $1.08M | Buy |
54,778
+6,143
| +13% | +$121K | 0.16% | 149 |
|
|
2024
Q1 | $965K | Buy |
+48,635
| New | +$965K | 0.16% | 158 |
|
|
2023
Q4 | – | Sell |
-30,279
| Closed | -$587K | – | 225 |
|
|
2023
Q3 | $587K | Sell |
30,279
-748
| -2% | -$14.5K | 0.14% | 162 |
|
|
2023
Q2 | $612K | Buy |
+31,027
| New | +$612K | 0.16% | 161 |
|