Steward Partners Investment Advisory’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 | $29.9K | Hold |
1,500
| – | – | ﹤0.01% | 2740 |
|
|
2025
Q1 | $29.8K | Sell |
1,500
-600
| -29% | -$11.9K | ﹤0.01% | 2633 |
|
|
2024
Q4 | $41.7K | Hold |
2,100
| – | – | ﹤0.01% | 2432 |
|
|
2024
Q3 | $42K | Sell |
2,100
-31,507
| -94% | -$630K | ﹤0.01% | 2321 |
|
|
2024
Q2 | $664K | Sell |
33,607
-10,555
| -24% | -$209K | 0.01% | 945 |
|
|
2024
Q1 | $876K | Sell |
44,162
-391
| -0.9% | -$7.76K | 0.01% | 845 |
|
|
2023
Q4 | $889K | Sell |
44,553
-19,926
| -31% | -$398K | 0.01% | 775 |
|
|
2023
Q3 | $1.25M | Buy |
64,479
+3,395
| +6% | +$65.8K | 0.02% | 604 |
|
|
2023
Q2 | $1.21M | Buy |
61,084
+1,589
| +3% | +$31.4K | 0.02% | 633 |
|
|
2023
Q1 | $1.18M | Buy |
59,495
+29,810
| +100% | +$593K | 0.02% | 642 |
|
|
2022
Q4 | $586K | Buy |
29,685
+1,217
| +4% | +$24K | 0.01% | 843 |
|
|
2022
Q3 | $555K | Buy |
28,468
+6,202
| +28% | +$121K | 0.01% | 819 |
|
|
2022
Q2 | $442K | Buy |
+22,266
| New | +$442K | 0.01% | 891 |
|