Peterson Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,355
| Closed | -$429K | – | 53 |
|
|
2024
Q1 | $429K | Sell |
8,355
-652
| -7% | -$33.5K | 0.31% | 48 |
|
|
2023
Q4 | $465K | Sell |
9,007
-12,793
| -59% | -$661K | 0.42% | 43 |
|
|
2023
Q3 | $1.07M | Sell |
21,800
-6,071
| -22% | -$297K | 0.88% | 30 |
|
|
2023
Q2 | $1.41M | Buy |
27,871
+5,192
| +23% | +$263K | 1.12% | 24 |
|
|
2023
Q1 | $1.16M | Sell |
22,679
-823
| -4% | -$41.9K | 1.11% | 28 |
|
|
2022
Q4 | $1.18M | Sell |
23,502
-1,387
| -6% | -$69.5K | 1.2% | 25 |
|
|
2022
Q3 | $1.21M | Buy |
24,889
+884
| +4% | +$43.1K | 1.13% | 26 |
|
|
2022
Q2 | $1.22M | Sell |
24,005
-10,048
| -30% | -$509K | 1.57% | 21 |
|
|
2022
Q1 | $1.81M | Buy |
34,053
+14,360
| +73% | +$762K | 1.21% | 25 |
|
|
2021
Q4 | $1.12M | Buy |
19,693
+2,161
| +12% | +$123K | 0.75% | 39 |
|
|
2021
Q3 | $995K | Sell |
17,532
-413
| -2% | -$23.4K | 0.77% | 39 |
|
|
2021
Q2 | $1.03M | Buy |
17,945
+7,259
| +68% | +$416K | 0.8% | 41 |
|
|
2021
Q1 | $603K | Buy |
10,686
+4,610
| +76% | +$260K | 0.51% | 37 |
|
|
2020
Q4 | $345K | Buy |
6,076
+882
| +17% | +$50.1K | 0.28% | 40 |
|
|
2020
Q3 | $289K | Buy |
5,194
+623
| +14% | +$34.7K | 0.26% | 39 |
|
|
2020
Q2 | $251K | Buy |
4,571
+460
| +11% | +$25.3K | 0.25% | 42 |
|
|
2020
Q1 | $222K | Sell |
4,111
-405
| -9% | -$21.9K | 0.27% | 41 |
|
|
2019
Q4 | $253K | Buy |
+4,516
| New | +$253K | 0.23% | 38 |
|