ShoreHaven Wealth Partners’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
6,418
+491
| +8% | +$24.5K | 0.13% | 75 |
|
|
2025
Q1 | $299K | Sell |
5,927
-2,794
| -32% | -$141K | 0.14% | 76 |
|
|
2024
Q4 | $445K | Sell |
8,721
-950
| -10% | -$48.5K | 0.21% | 60 |
|
|
2024
Q3 | $503K | Buy |
9,671
+1,560
| +19% | +$81.1K | 0.24% | 56 |
|
|
2024
Q2 | $414K | Buy |
8,111
+1,302
| +19% | +$66.5K | 0.22% | 57 |
|
|
2024
Q1 | $350K | Buy |
6,809
+1,125
| +20% | +$57.8K | 0.19% | 61 |
|
|
2023
Q4 | $294K | Sell |
5,684
-737
| -11% | -$38.1K | 0.18% | 64 |
|
|
2023
Q3 | $314K | Buy |
+6,421
| New | +$314K | 0.22% | 55 |
|
|
2022
Q4 | – | Sell |
-7,507
| Closed | -$365K | – | 77 |
|
|
2022
Q3 | $365K | Buy |
7,507
+920
| +14% | +$44.7K | 0.28% | 53 |
|
|
2022
Q2 | $333K | Buy |
+6,587
| New | +$333K | 0.24% | 58 |
|
|
2021
Q3 | – | Sell |
-14,428
| Closed | -$826K | – | 52 |
|
|
2021
Q2 | $826K | Sell |
14,428
-50,276
| -78% | -$2.88M | 0.44% | 30 |
|
|
2021
Q1 | $3.65M | Buy |
64,704
+2,448
| +4% | +$138K | 1.98% | 17 |
|
|
2020
Q4 | $3.53M | Buy |
+62,256
| New | +$3.53M | 1.98% | 19 |
|