Strategic Financial 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 | $1.1M | Sell |
22,130
-7,228
| -25% | -$360K | 0.51% | 34 |
|
|
2025
Q1 | $1.48M | Sell |
29,358
-548
| -2% | -$27.6K | 0.78% | 24 |
|
|
2024
Q4 | $1.53M | Sell |
29,906
-3,428
| -10% | -$175K | 0.78% | 28 |
|
|
2024
Q3 | $1.73M | Sell |
33,334
-213
| -0.6% | -$11.1K | 0.88% | 21 |
|
|
2024
Q2 | $1.71M | Buy |
33,547
+207
| +0.6% | +$10.6K | 0.94% | 21 |
|
|
2024
Q1 | $1.71M | Buy |
33,340
+2,276
| +7% | +$117K | 0.95% | 21 |
|
|
2023
Q4 | $1.6M | Sell |
31,064
-5,077
| -14% | -$262K | 0.93% | 20 |
|
|
2023
Q3 | $1.77M | Sell |
36,141
-887
| -2% | -$43.4K | 1.07% | 21 |
|
|
2023
Q2 | $1.88M | Sell |
37,028
-4,397
| -11% | -$223K | 1.07% | 21 |
|
|
2023
Q1 | $2.11M | Sell |
41,425
-1,529
| -4% | -$77.9K | 1.29% | 17 |
|
|
2022
Q4 | $2.15M | Buy |
42,954
+3,688
| +9% | +$185K | 1.31% | 16 |
|
|
2022
Q3 | $1.91M | Sell |
39,266
-1,124
| -3% | -$54.8K | 1.22% | 17 |
|
|
2022
Q2 | $2.04M | Buy |
40,390
+2,255
| +6% | +$114K | 1.19% | 17 |
|
|
2022
Q1 | $2.02M | Sell |
38,135
-3,177
| -8% | -$169K | 1.03% | 17 |
|
|
2021
Q4 | $2.35M | Buy |
41,312
+1,453
| +4% | +$82.8K | 1.16% | 17 |
|
|
2021
Q3 | $2.26M | Buy |
39,859
+200
| +0.5% | +$11.4K | 1.22% | 17 |
|
|
2021
Q2 | $2.27M | Buy |
39,659
+7,540
| +23% | +$432K | 1.25% | 17 |
|
|
2021
Q1 | $1.81M | Buy |
32,119
+517
| +2% | +$29.2K | 1.07% | 17 |
|
|
2020
Q4 | $1.79M | Sell |
31,602
-9,662
| -23% | -$548K | 1.17% | 17 |
|
|
2020
Q3 | $2.3M | Buy |
41,264
+12,150
| +42% | +$676K | 1.8% | 13 |
|
|
2020
Q2 | $1.6M | Buy |
29,114
+1,559
| +6% | +$85.8K | 1.33% | 16 |
|
|
2020
Q1 | $1.49M | Buy |
27,555
+14,406
| +110% | +$779K | 1.58% | 15 |
|
|
2019
Q4 | $730K | Buy |
+13,149
| New | +$730K | 0.6% | 30 |
|