Sequoia Financial 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 | $11.3M | Sell |
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|
2025
Q1 | $12.8M | Sell |
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|
2024
Q4 | $16M | Sell |
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|
2024
Q3 | $18.4M | Sell |
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|
2024
Q2 | $52.3M | Buy |
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|
2024
Q1 | $50.7M | Buy |
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|
2023
Q4 | $46.7M | Buy |
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|
2023
Q3 | $36.5M | Buy |
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|
2023
Q2 | $37.7M | Sell |
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|
2023
Q1 | $38.4M | Buy |
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|
2022
Q4 | $35.2M | Buy |
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|
2022
Q3 | $28.3M | Buy |
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|
2022
Q2 | $28.2M | Buy |
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|
2022
Q1 | $26M | Buy |
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|
2021
Q4 | $765K | Buy |
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