OAM
Occidental Asset Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Sell |
45,536
-1,000
| -2% | -$19.9K | 0.13% | 110 |
|
|
2025
Q1 | $925K | Buy |
46,536
+6,400
| +16% | +$127K | 0.14% | 104 |
|
|
2024
Q4 | $796K | Buy |
40,136
+1,350
| +3% | +$26.8K | 0.12% | 116 |
|
|
2024
Q3 | $776K | Buy |
38,786
+750
| +2% | +$15K | 0.13% | 119 |
|
|
2024
Q2 | $752K | Sell |
38,036
-2,182
| -5% | -$43.1K | 0.13% | 117 |
|
|
2024
Q1 | $798K | Sell |
40,218
-1,629
| -4% | -$32.3K | 0.15% | 111 |
|
|
2023
Q4 | $835K | Buy |
41,847
+1,346
| +3% | +$26.9K | 0.17% | 117 |
|
|
2023
Q3 | $785K | Buy |
40,501
+2,919
| +8% | +$56.6K | 0.18% | 116 |
|
|
2023
Q2 | $742K | Buy |
37,582
+18,490
| +97% | +$365K | 0.17% | 123 |
|
|
2023
Q1 | $380K | Buy |
+19,092
| New | +$380K | 0.09% | 146 |
|