Patriot Financial Group Insurance Agency’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Hold |
7,782
| – | – | 0.04% | 356 |
|
|
2025
Q1 | $392K | Hold |
7,782
| – | – | 0.05% | 338 |
|
|
2024
Q4 | $397K | Hold |
7,782
| – | – | 0.05% | 320 |
|
|
2024
Q3 | $404K | Hold |
7,782
| – | – | 0.05% | 324 |
|
|
2024
Q2 | $397K | Hold |
7,782
| – | – | 0.06% | 309 |
|
|
2024
Q1 | $400K | Buy |
+7,782
| New | +$400K | 0.06% | 305 |
|
|
2023
Q3 | – | Sell |
-4,460
| Closed | -$226K | – | 467 |
|
|
2023
Q2 | $226K | Hold |
4,460
| – | – | 0.04% | 405 |
|
|
2023
Q1 | $227K | Sell |
4,460
-293
| -6% | -$14.9K | 0.05% | 392 |
|
|
2022
Q4 | $238K | Sell |
4,753
-899
| -16% | -$45K | 0.03% | 357 |
|
|
2022
Q3 | $275K | Buy |
5,652
+3
| +0.1% | +$146 | 0.07% | 316 |
|
|
2022
Q2 | $286K | Buy |
5,649
+792
| +16% | +$40.1K | 0.06% | 313 |
|
|
2022
Q1 | $258K | Sell |
4,857
-238
| -5% | -$12.6K | 0.05% | 363 |
|
|
2021
Q4 | $290K | Buy |
5,095
+170
| +3% | +$9.68K | 0.05% | 362 |
|
|
2021
Q3 | $280K | Sell |
4,925
-262
| -5% | -$14.9K | 0.05% | 356 |
|
|
2021
Q2 | $297K | Buy |
5,187
+250
| +5% | +$14.3K | 0.05% | 339 |
|
|
2021
Q1 | $279K | Buy |
4,937
+184
| +4% | +$10.4K | 0.06% | 305 |
|
|
2020
Q4 | $270K | Sell |
4,753
-634
| -12% | -$36K | 0.07% | 279 |
|
|
2020
Q3 | $300K | Buy |
5,387
+1,036
| +24% | +$57.7K | 0.1% | 199 |
|
|
2020
Q2 | $239K | Buy |
4,351
+1,985
| +84% | +$109K | 0.09% | 205 |
|
|
2020
Q1 | $128K | Buy |
2,366
+568
| +32% | +$30.7K | 0.06% | 284 |
|
|
2019
Q4 | $100K | Buy |
1,798
+236
| +15% | +$13.1K | 0.04% | 340 |
|
|
2019
Q3 | $87K | Sell |
1,562
-797
| -34% | -$44.4K | 0.04% | 333 |
|
|
2019
Q2 | $129K | Buy |
2,359
+323
| +16% | +$17.7K | 0.06% | 266 |
|
|
2019
Q1 | $110K | Buy |
+2,036
| New | +$110K | 0.06% | 254 |
|