Southland Equity 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 | $1M | Hold |
20,146
| – | – | 0.22% | 77 |
|
|
2025
Q1 | $1.02M | Hold |
20,146
| – | – | 0.24% | 77 |
|
|
2024
Q4 | $1.03M | Sell |
20,146
-29,468
| -59% | -$1.5M | 0.24% | 74 |
|
|
2024
Q3 | $2.58M | Sell |
49,614
-291
| -0.6% | -$15.1K | 0.63% | 36 |
|
|
2024
Q2 | $2.55M | Buy |
49,905
+16,075
| +48% | +$821K | 0.73% | 29 |
|
|
2024
Q1 | $1.74M | Buy |
33,830
+6,888
| +26% | +$354K | 0.49% | 38 |
|
|
2023
Q4 | $1.39M | Sell |
26,942
-227
| -0.8% | -$11.7K | 0.44% | 40 |
|
|
2023
Q3 | $1.33M | Hold |
27,169
| – | – | 0.46% | 40 |
|
|
2023
Q2 | $1.38M | Buy |
27,169
+1,833
| +7% | +$92.9K | 0.46% | 40 |
|
|
2023
Q1 | $1.29M | Buy |
25,336
+457
| +2% | +$23.3K | 0.51% | 39 |
|
|
2022
Q4 | $1.25M | Hold |
24,879
| – | – | 0.48% | 36 |
|
|
2022
Q3 | $1.21M | Hold |
24,879
| – | – | 0.6% | 35 |
|
|
2022
Q2 | $1.26M | Sell |
24,879
-2,228
| -8% | -$113K | 0.57% | 36 |
|
|
2022
Q1 | $1.44M | Sell |
27,107
-3,983
| -13% | -$211K | 0.6% | 32 |
|
|
2021
Q4 | $1.77M | Hold |
31,090
| – | – | 0.73% | 27 |
|
|
2021
Q3 | $1.77M | Buy |
31,090
+1,811
| +6% | +$103K | 0.81% | 25 |
|
|
2021
Q2 | $1.68M | Sell |
29,279
-4,100
| -12% | -$235K | 0.79% | 27 |
|
|
2021
Q1 | $1.88M | Buy |
33,379
+7,597
| +29% | +$429K | 1.07% | 19 |
|
|
2020
Q4 | $1.46M | Buy |
+25,782
| New | +$1.46M | 0.99% | 24 |
|