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Northwest Financial Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Northwest Financial Advisors’s Portfolio FSMB Stock Details FSMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,010
Closed -$20.2K – 255
2024
Q3 		$20.2K Buy
+1,010
New +$20.2K 0.02% 318
2024
Q1 		– Sell
-1,010
Closed -$20.2K – 237
2023
Q4 		$20.2K Buy
+1,010
New +$20.2K 0.02% 300