Sowell Financial Services’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 | $1.18M | Buy |
23,634
+69
| +0.3% | +$3.44K | 0.05% | 370 |
|
|
2025
Q1 | $1.19M | Buy |
23,565
+56
| +0.2% | +$2.82K | 0.05% | 345 |
|
|
2024
Q4 | $1.2M | Buy |
+23,509
| New | +$1.2M | 0.06% | 287 |
|
|
2022
Q2 | – | Sell |
-22,070
| Closed | -$556K | – | 302 |
|
|
2022
Q1 | $556K | Buy |
+22,070
| New | +$556K | 0.1% | 128 |
|
|
2021
Q2 | – | Sell |
-6,020
| Closed | -$343K | – | 1287 |
|
|
2021
Q1 | $343K | Buy |
6,020
+13
| +0.2% | +$741 | 0.01% | 784 |
|
|
2020
Q4 | $341K | Buy |
6,007
+9
| +0.2% | +$511 | 0.01% | 644 |
|
|
2020
Q3 | $334K | Buy |
5,998
+14
| +0.2% | +$780 | 0.02% | 578 |
|
|
2020
Q2 | $329K | Buy |
5,984
+10
| +0.2% | +$550 | 0.02% | 568 |
|
|
2020
Q1 | $323K | Buy |
5,974
+4,012
| +204% | +$217K | 0.02% | 520 |
|
|
2019
Q4 | $109K | Sell |
1,962
-43,484
| -96% | -$2.42M | 0.01% | 894 |
|
|
2019
Q3 | $2.53M | Buy |
+45,446
| New | +$2.53M | 0.21% | 102 |
|
|
2017
Q1 | – | Sell |
-100
| Closed | -$5K | – | 366 |
|
|
2016
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 535 |
|