Occidental Asset Management’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 | $615K | Sell |
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|
2025
Q1 | $627K | Buy |
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|
2024
Q4 | $538K | Hold |
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|
2024
Q3 | $548K | Buy |
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|
2024
Q2 | $533K | Sell |
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|
2024
Q1 | $565K | Buy |
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|
2023
Q4 | $441K | Sell |
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|
2023
Q3 | $556K | Sell |
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|
2023
Q2 | $596K | Buy |
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|
2023
Q1 | $391K | Buy |
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|
2022
Q4 | $279K | Sell |
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|
2022
Q3 | $834K | Buy |
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|
2022
Q2 | $850K | Sell |
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|
2022
Q1 | $1.12M | Sell |
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|
2021
Q4 | $2M | Buy |
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|
2021
Q3 | $1.89M | Buy |
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|
2021
Q2 | $1.54M | Hold |
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|
2021
Q1 | $1.52M | Buy |
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|
2020
Q4 | $1.07M | Hold |
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|
2020
Q3 | $1.04M | Buy |
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|
2020
Q2 | $985K | Buy |
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|
2020
Q1 | $935K | Buy |
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|
2019
Q4 | $929K | Buy |
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|
2019
Q3 | $886K | Buy |
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|
2019
Q2 | $811K | Hold |
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|
2019
Q1 | $797K | Hold |
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|
2018
Q4 | $779K | Buy |
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|
2018
Q3 | $622K | Buy |
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|
2018
Q2 | $553K | Hold |
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|
2018
Q1 | $552K | Hold |
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|
2017
Q4 | $562K | Hold |
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|
2017
Q3 | $559K | Hold |
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|
2017
Q2 | $554K | Buy |
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