Simplicity Wealth’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
Q2 | $565K | Buy |
28,402
+14,201
| +100% | +$283K | 0.02% | 427 |
|
|
2025
Q1 | $282K | Buy |
+14,201
| New | +$282K | 0.02% | 435 |
|
|
2024
Q4 | – | Sell |
-14,116
| Closed | -$282K | – | 407 |
|
|
2024
Q3 | $282K | Sell |
14,116
-4,116
| -23% | -$82.4K | 0.03% | 397 |
|
|
2024
Q2 | $360K | Hold |
18,232
| – | – | 0.01% | 887 |
|
|
2024
Q1 | $362K | Buy |
+18,232
| New | +$362K | 0.01% | 850 |
|