SWMG
Signature Wealth Management Group’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 | $679K | Sell |
13,632
-1,309
| -9% | -$65.2K | 0.27% | 76 |
|
|
2025
Q1 | $753K | Sell |
14,941
-1,554
| -9% | -$78.4K | 0.29% | 78 |
|
|
2024
Q4 | $841K | Buy |
16,495
+2,466
| +18% | +$126K | 0.34% | 78 |
|
|
2024
Q3 | $729K | Sell |
14,029
-1,064
| -7% | -$55.3K | 0.29% | 76 |
|
|
2024
Q2 | $771K | Sell |
15,093
-267
| -2% | -$13.6K | 0.34% | 75 |
|
|
2024
Q1 | $783K | Sell |
15,360
-2,257
| -13% | -$115K | 0.36% | 75 |
|
|
2023
Q4 | $910K | Buy |
+17,617
| New | +$910K | 0.42% | 74 |
|
|
2023
Q2 | $609K | Buy |
12,011
+1,094
| +10% | +$55.4K | 0.28% | 76 |
|
|
2023
Q1 | $556K | Buy |
10,917
+1,201
| +12% | +$61.2K | 0.26% | 74 |
|
|
2022
Q4 | $487K | Sell |
9,716
-416
| -4% | -$20.8K | 0.24% | 74 |
|
|
2022
Q3 | $494K | Sell |
10,132
-2,793
| -22% | -$136K | 0.25% | 72 |
|
|
2022
Q2 | $654K | Buy |
12,925
+1,471
| +13% | +$74.4K | 0.32% | 63 |
|
|
2022
Q1 | $608K | Buy |
11,454
+4,890
| +74% | +$260K | 0.27% | 68 |
|
|
2021
Q4 | $374K | Buy |
6,564
+158
| +2% | +$9K | 0.19% | 71 |
|
|
2021
Q3 | $364K | Buy |
6,406
+1,284
| +25% | +$73K | 0.2% | 69 |
|
|
2021
Q2 | $293K | Buy |
5,122
+249
| +5% | +$14.2K | 0.16% | 72 |
|
|
2021
Q1 | $275K | Buy |
4,873
+395
| +9% | +$22.3K | 0.16% | 74 |
|
|
2020
Q4 | $254K | Buy |
4,478
+531
| +13% | +$30.1K | 0.16% | 72 |
|
|
2020
Q3 | $219K | Buy |
+3,947
| New | +$219K | 0.16% | 70 |
|