Silver Oak Securities’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-19,455
| Closed | -$386K | – | 672 |
|
|
2024
Q4 | $386K | Hold |
19,455
| – | – | 0.04% | 442 |
|
|
2024
Q3 | $390K | Buy |
+19,455
| New | +$390K | 0.04% | 374 |
|
|
2024
Q1 | – | Sell |
-19,455
| Closed | -$388K | – | 502 |
|
|
2023
Q4 | $388K | Buy |
+19,455
| New | +$388K | 0.05% | 328 |
|
|
2023
Q3 | – | Sell |
-12,430
| Closed | -$245K | – | 461 |
|
|
2023
Q2 | $245K | Hold |
12,430
| – | – | 0.04% | 385 |
|
|
2023
Q1 | $247K | Buy |
+12,430
| New | +$247K | 0.04% | 328 |
|