Per Stirling Capital Management’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 | $3.68M | Buy |
184,683
+14,670
| +9% | +$292K | 0.48% | 59 |
|
|
2025
Q1 | $3.38M | Buy |
170,013
+47
| +0% | +$934 | 0.49% | 57 |
|
|
2024
Q4 | $3.37M | Buy |
169,966
+78,302
| +85% | +$1.55M | 0.48% | 56 |
|
|
2024
Q3 | $1.83M | Buy |
91,664
+2,156
| +2% | +$43.1K | 0.25% | 72 |
|
|
2024
Q2 | $1.77M | Buy |
89,508
+55,195
| +161% | +$1.09M | 0.29% | 64 |
|
|
2024
Q1 | $681K | Sell |
34,313
-28,278
| -45% | -$561K | 0.11% | 117 |
|
|
2023
Q4 | $1.25M | Sell |
62,591
-23,628
| -27% | -$471K | 0.23% | 70 |
|
|
2023
Q3 | $1.67M | Buy |
86,219
+396
| +0.5% | +$7.68K | 0.35% | 59 |
|
|
2023
Q2 | $1.69M | Sell |
85,823
-96,586
| -53% | -$1.91M | 0.34% | 60 |
|
|
2023
Q1 | $3.63M | Sell |
182,409
-124,579
| -41% | -$2.48M | 0.78% | 35 |
|
|
2022
Q4 | $6.06M | Buy |
+306,988
| New | +$6.06M | 1.1% | 26 |
|