PWP
Principle Wealth Partners’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Buy |
16,374
+19
| +0.1% | +$378 | 0.02% | 289 |
|
|
2025
Q1 | $325K | Sell |
16,355
-1,624
| -9% | -$32.3K | 0.02% | 278 |
|
|
2024
Q4 | $357K | Sell |
17,979
-188
| -1% | -$3.73K | 0.03% | 264 |
|
|
2024
Q3 | $364K | Buy |
18,167
+28
| +0.2% | +$560 | 0.03% | 262 |
|
|
2024
Q2 | $359K | Sell |
18,139
-11,106
| -38% | -$220K | 0.03% | 255 |
|
|
2024
Q1 | $580K | Sell |
29,245
-8,844
| -23% | -$175K | 0.05% | 203 |
|
|
2023
Q4 | $760K | Sell |
38,089
-59,453
| -61% | -$1.19M | 0.07% | 173 |
|
|
2023
Q3 | $1.89M | Sell |
97,542
-4,367
| -4% | -$84.7K | 0.19% | 109 |
|
|
2023
Q2 | $2.01M | Sell |
101,909
-1,168
| -1% | -$23.1K | 0.2% | 101 |
|
|
2023
Q1 | $2.05M | Buy |
103,077
+3,554
| +4% | +$70.7K | 0.22% | 93 |
|
|
2022
Q4 | $1.96M | Sell |
99,523
-53,376
| -35% | -$1.05M | 0.22% | 94 |
|
|
2022
Q3 | $2.98K | Sell |
152,899
-48,911
| -24% | -$954 | 0.28% | 61 |
|
|
2022
Q2 | $4.01M | Sell |
201,810
-62,837
| -24% | -$1.25M | 0.48% | 47 |
|
|
2022
Q1 | $5.32M | Sell |
264,647
-22,143
| -8% | -$445K | 0.56% | 38 |
|
|
2021
Q4 | $5.97M | Buy |
286,790
+19,912
| +7% | +$414K | 0.63% | 32 |
|
|
2021
Q3 | $5.57M | Buy |
266,878
+46,620
| +21% | +$973K | 0.64% | 30 |
|
|
2021
Q2 | $4.61M | Buy |
220,258
+53,777
| +32% | +$1.12M | 0.52% | 39 |
|
|
2021
Q1 | $3.47M | Buy |
166,481
+56,157
| +51% | +$1.17M | 0.41% | 57 |
|
|
2020
Q4 | $2.3M | Buy |
110,324
+45,166
| +69% | +$940K | 0.3% | 70 |
|
|
2020
Q3 | $1.35M | Buy |
65,158
+45,254
| +227% | +$935K | 0.38% | 42 |
|
|
2020
Q2 | $408K | Buy |
19,904
+24
| +0.1% | +$492 | 0.12% | 99 |
|
|
2020
Q1 | $400K | Buy |
+19,880
| New | +$400K | 0.15% | 91 |
|