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
2026 Q1	$629K	Buy	31,493 +7,453	+31%	+$150K	0.04%	214
2025 Q4	$482K	Buy	24,040 +3,644	+18%	+$73.1K	0.03%	246
2025 Q3	$410K	Buy	20,396 +4,022	+25%	+$80.5K	0.02%	261
2025 Q2	$326K	Buy	16,374 +19	+0.1%	+$376	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%	-$3.75K	0.03%	264
2024 Q3	$364K	Buy	18,167 +28	+0.2%	+$559	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%	-$176K	0.05%	203
2023 Q4	$760K	Sell	38,089 -59,453	-61%	-$1.17M	0.07%	173
2023 Q3	$1.89M	Sell	97,542 -4,367	-4%	-$85.8K	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%	+$70.5K	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%	-$973K	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%	-$453K	0.56%	38
2021 Q4	$5.97M	Buy	286,790 +19,912	+7%	+$415K	0.63%	32
2021 Q3	$5.57M	Buy	266,878 +46,620	+21%	+$976K	0.64%	30
2021 Q2	$4.61M	Buy	220,258 +53,777	+32%	+$1.12M	0.52%	39
2021 Q1	$3.46M	Buy	166,481 +56,157	+51%	+$1.17M	0.41%	57
2020 Q4	$2.3M	Buy	110,324 +45,166	+69%	+$935K	0.3%	70
2020 Q3	$1.35M	Buy	65,158 +45,254	+227%	+$934K	0.38%	42
2020 Q2	$408K	Buy	19,904 +24	+0.1%	+$486	0.12%	99
2020 Q1	$400K	Buy	+19,880	New	+$407K	0.15%	91

Other funds holding FSMB