SFA
Sequoia Financial Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Sell |
227,364
-26,454
| -10% | -$1.32M | 0.08% | 177 |
|
|
2025
Q1 | $12.8M | Sell |
253,818
-58,954
| -19% | -$2.97M | 0.1% | 168 |
|
|
2024
Q4 | $16M | Sell |
312,772
-41,823
| -12% | -$2.13M | 0.15% | 134 |
|
|
2024
Q3 | $18.4M | Sell |
354,595
-670,122
| -65% | -$34.8M | 0.2% | 102 |
|
|
2024
Q2 | $52.3M | Buy |
1,024,717
+37,199
| +4% | +$1.9M | 0.63% | 32 |
|
|
2024
Q1 | $50.7M | Buy |
987,518
+84,095
| +9% | +$4.32M | 0.63% | 30 |
|
|
2023
Q4 | $46.7M | Buy |
903,423
+156,465
| +21% | +$8.08M | 0.58% | 33 |
|
|
2023
Q3 | $36.5M | Buy |
746,958
+2,699
| +0.4% | +$132K | 0.64% | 34 |
|
|
2023
Q2 | $37.7M | Sell |
744,259
-9,351
| -1% | -$474K | 0.65% | 33 |
|
|
2023
Q1 | $38.4M | Buy |
753,610
+51,762
| +7% | +$2.64M | 0.85% | 23 |
|
|
2022
Q4 | $35.2M | Buy |
701,848
+120,907
| +21% | +$6.06M | 0.86% | 22 |
|
|
2022
Q3 | $28.3M | Buy |
580,941
+23,578
| +4% | +$1.15M | 0.89% | 23 |
|
|
2022
Q2 | $28.2M | Buy |
557,363
+67,513
| +14% | +$3.42M | 0.8% | 23 |
|
|
2022
Q1 | $26M | Buy |
489,850
+476,427
| +3,549% | +$25.3M | 0.65% | 27 |
|
|
2021
Q4 | $765K | Buy |
+13,423
| New | +$765K | 0.02% | 262 |
|