Stratos Wealth Partners’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 | $783K | Buy |
+39,337
| New | +$783K | 0.01% | 777 |
|
|
2022
Q4 | – | Sell |
-195,709
| Closed | -$3.82M | – | 1159 |
|
|
2022
Q3 | $3.82M | Buy |
195,709
+87,542
| +81% | +$1.71M | 0.11% | 194 |
|
|
2022
Q2 | $2.15M | Buy |
108,167
+66,297
| +158% | +$1.32M | 0.05% | 309 |
|
|
2022
Q1 | $841K | Buy |
41,870
+4
| +0% | +$80 | 0.02% | 618 |
|
|
2021
Q4 | $871K | Sell |
41,866
-32,207
| -43% | -$670K | 0.02% | 597 |
|
|
2021
Q3 | $1.55M | Sell |
74,073
-5,745
| -7% | -$120K | 0.04% | 380 |
|
|
2021
Q2 | $1.67M | Buy |
79,818
+16,708
| +26% | +$349K | 0.04% | 394 |
|
|
2021
Q1 | $1.31M | Buy |
63,110
+1,121
| +2% | +$23.3K | 0.04% | 424 |
|
|
2020
Q4 | $1.29M | Sell |
61,989
-29,986
| -33% | -$624K | 0.04% | 387 |
|
|
2020
Q3 | $1.9M | Buy |
91,975
+10,676
| +13% | +$221K | 0.06% | 269 |
|
|
2020
Q2 | $1.67M | Buy |
81,299
+17,249
| +27% | +$354K | 0.06% | 286 |
|
|
2020
Q1 | $1.29M | Buy |
+64,050
| New | +$1.29M | 0.06% | 280 |
|