RWA
Rooted Wealth Advisors’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 | $293K | Buy |
14,700
+45
| +0.3% | +$897 | 0.1% | 86 |
|
|
2025
Q1 | $292K | Sell |
14,655
-33
| -0.2% | -$658 | 0.13% | 74 |
|
|
2024
Q4 | $292K | Sell |
14,688
-21
| -0.1% | -$417 | 0.11% | 80 |
|
|
2024
Q3 | $294K | Buy |
14,709
+2,996
| +26% | +$59.9K | 0.13% | 75 |
|
|
2024
Q2 | $233K | Buy |
11,713
+1,637
| +16% | +$32.6K | 0.1% | 81 |
|
|
2024
Q1 | $200K | Buy |
10,076
+66
| +0.7% | +$1.31K | 0.1% | 80 |
|
|
2023
Q4 | $199K | Buy |
+10,010
| New | +$199K | 0.1% | 73 |
|