Principle Wealth Partners’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Buy |
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|
2025
Q1 | $325K | Sell |
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|
2024
Q4 | $357K | Sell |
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|
2024
Q3 | $364K | Buy |
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|
2024
Q2 | $359K | Sell |
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|
2024
Q1 | $580K | Sell |
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|
2023
Q4 | $760K | Sell |
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|
2023
Q3 | $1.89M | Sell |
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|
2023
Q2 | $2.01M | Sell |
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|
2023
Q1 | $2.05M | Buy |
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|
2022
Q4 | $1.96M | Sell |
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|
2022
Q3 | $2.98K | Sell |
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|
2022
Q2 | $4.01M | Sell |
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|
2022
Q1 | $5.32M | Sell |
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|
2021
Q4 | $5.97M | Buy |
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|
2021
Q3 | $5.57M | Buy |
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|
2021
Q2 | $4.61M | Buy |
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|
2021
Q1 | $3.46M | Buy |
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|
2020
Q4 | $2.3M | Buy |
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|
2020
Q3 | $1.35M | Buy |
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|
2020
Q2 | $408K | Buy |
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|
2020
Q1 | $400K | Buy |
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