SteelPeak Wealth’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 | $2.68M | Buy |
53,888
+2,210
| +4% | +$110K | 0.1% | 151 |
|
|
2025
Q1 | $2.61M | Buy |
+51,678
| New | +$2.61M | 0.11% | 142 |
|
|
2024
Q2 | – | Sell |
-4,258
| Closed | -$219K | – | 465 |
|
|
2024
Q1 | $219K | Sell |
4,258
-40,022
| -90% | -$2.06M | 0.01% | 391 |
|
|
2023
Q4 | $2.29M | Sell |
44,280
-27,366
| -38% | -$1.41M | 0.13% | 121 |
|
|
2023
Q3 | $3.5M | Sell |
71,646
-7,814
| -10% | -$382K | 0.22% | 91 |
|
|
2023
Q2 | $4.03M | Buy |
79,460
+1,840
| +2% | +$93.3K | 0.24% | 77 |
|
|
2023
Q1 | $3.95M | Buy |
77,620
+45,543
| +142% | +$2.32M | 0.27% | 80 |
|
|
2022
Q4 | $1.61M | Sell |
32,077
-18,403
| -36% | -$922K | 0.12% | 137 |
|
|
2022
Q3 | $2.46M | Sell |
50,480
-14,392
| -22% | -$701K | 0.18% | 100 |
|
|
2022
Q2 | $3.28M | Buy |
64,872
+3,769
| +6% | +$191K | 0.24% | 81 |
|
|
2022
Q1 | $3.24M | Sell |
61,103
-1,450
| -2% | -$76.9K | 0.18% | 87 |
|
|
2021
Q4 | $3.56M | Buy |
62,553
+13,983
| +29% | +$797K | 0.2% | 87 |
|
|
2021
Q3 | $2.76M | Buy |
48,570
+857
| +2% | +$48.7K | 0.18% | 91 |
|
|
2021
Q2 | $2.73M | Sell |
47,713
-332
| -0.7% | -$19K | 0.19% | 95 |
|
|
2021
Q1 | $2.71M | Sell |
48,045
-530
| -1% | -$29.9K | 0.21% | 85 |
|
|
2020
Q4 | $2.76M | Buy |
48,575
+957
| +2% | +$54.3K | 0.25% | 84 |
|
|
2020
Q3 | $2.65M | Buy |
47,618
+5,637
| +13% | +$313K | 0.28% | 78 |
|
|
2020
Q2 | $2.31M | Buy |
41,981
+11,895
| +40% | +$654K | 0.29% | 75 |
|
|
2020
Q1 | $1.63M | Buy |
30,086
+1,494
| +5% | +$80.8K | 0.26% | 83 |
|
|
2019
Q4 | $1.59M | Buy |
+28,592
| New | +$1.59M | 0.22% | 92 |
|