Patriot Financial Group Insurance Agency’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$205K	Hold	10,278	–	–	0.02%	494
2025 Q1	$204K	Hold	10,278	–	–	0.03%	453
2024 Q4	$204K	Hold	10,278	–	–	0.03%	442
2024 Q3	$206K	Hold	10,278	–	–	0.03%	464
2024 Q2	$203K	Hold	10,278	–	–	0.03%	446
2024 Q1	$204K	Buy	+10,278	New	+$204K	0.03%	444