Regal Investment Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
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|
2025
Q1 | $295K | Buy |
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|
2024
Q4 | $276K | Sell |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $394K | Sell |
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|
2024
Q1 | $421K | Sell |
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|
2023
Q4 | $437K | Sell |
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|
2023
Q3 | $499K | Sell |
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|
2023
Q2 | $522K | Sell |
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|
2023
Q1 | $534K | Sell |
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|
2022
Q4 | $542K | Sell |
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|
2022
Q3 | $781K | Buy |
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|
2022
Q2 | $797K | Buy |
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|
2022
Q1 | $811K | Sell |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $858K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $853K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $717K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $381K | Buy |
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|
2019
Q3 | $311K | Buy |
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|
2019
Q2 | $307K | Buy |
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|
2019
Q1 | $292K | Sell |
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|
2018
Q4 | $286K | Buy |
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|
2018
Q3 | $221K | Sell |
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|
2018
Q2 | $259K | Sell |
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|
2018
Q1 | $311K | Buy |
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|
2017
Q4 | $316K | Sell |
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|
2017
Q3 | $324K | Sell |
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|
2017
Q2 | $352K | Sell |
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|
2017
Q1 | $405K | Buy |
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|
2016
Q4 | $381K | Buy |
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|
2016
Q3 | $248K | Buy |
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