Prime Capital Investment Advisors’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 | $563K | Buy |
28,264
+591
| +2% | +$11.8K | 0.01% | 579 |
|
|
2025
Q1 | $550K | Buy |
27,673
+2,660
| +11% | +$52.9K | 0.01% | 640 |
|
|
2024
Q4 | $496K | Sell |
25,013
-11,160
| -31% | -$221K | 0.01% | 571 |
|
|
2024
Q3 | $724K | Hold |
36,173
| – | – | 0.01% | 504 |
|
|
2024
Q2 | $715K | Hold |
36,173
| – | – | 0.01% | 495 |
|
|
2024
Q1 | $717K | Hold |
36,173
| – | – | 0.01% | 531 |
|
|
2023
Q4 | $722K | Hold |
36,173
| – | – | 0.01% | 490 |
|
|
2023
Q3 | $701K | Sell |
36,173
-4,425
| -11% | -$85.8K | 0.01% | 403 |
|
|
2023
Q2 | $801K | Buy |
+40,598
| New | +$801K | 0.02% | 393 |
|