OneDigital Investment Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $222K | Sell |
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|
2023
Q4 | $233K | Sell |
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|
2023
Q3 | $288K | Sell |
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|
2023
Q2 | $321K | Sell |
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|
2023
Q1 | $347K | Buy |
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|
2022
Q4 | $328K | Sell |
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|
2022
Q3 | $338K | Sell |
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|
2022
Q2 | $363K | Buy |
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|
2022
Q1 | $288K | Buy |
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|
2021
Q4 | $251K | Sell |
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|
2021
Q3 | $255K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $291K | Sell |
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|
2020
Q4 | $589K | Sell |
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|
2020
Q3 | $984K | Sell |
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|
2020
Q2 | $985K | Buy |
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|
2020
Q1 | $802K | Buy |
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