Summit Wealth 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 | $1.07M | Sell |
21,425
-503
| -2% | -$25.1K | 0.2% | 75 |
|
|
2025
Q1 | $1.11M | Sell |
21,928
-369
| -2% | -$18.6K | 0.22% | 75 |
|
|
2024
Q4 | $1.14M | Sell |
22,297
-2,288
| -9% | -$117K | 0.23% | 74 |
|
|
2024
Q3 | $1.28M | Sell |
24,585
-633
| -3% | -$32.9K | 0.25% | 76 |
|
|
2024
Q2 | $1.29M | Hold |
25,218
| – | – | 0.27% | 70 |
|
|
2024
Q1 | $1.3M | Hold |
25,218
| – | – | 0.28% | 65 |
|
|
2023
Q4 | $1.3M | Sell |
25,218
-135
| -0.5% | -$6.98K | 0.3% | 59 |
|
|
2023
Q3 | $1.24M | Buy |
25,353
+294
| +1% | +$14.4K | 0.32% | 57 |
|
|
2023
Q2 | $1.27M | Buy |
25,059
+2,356
| +10% | +$119K | 0.32% | 53 |
|
|
2023
Q1 | $1.16M | Sell |
22,703
-1,547
| -6% | -$78.8K | 0.3% | 57 |
|
|
2022
Q4 | $1.22M | Buy |
24,250
+14,045
| +138% | +$704K | 0.32% | 54 |
|
|
2022
Q3 | $497K | Sell |
10,205
-3,292
| -24% | -$160K | 0.14% | 89 |
|
|
2022
Q2 | $683K | Buy |
13,497
+1,044
| +8% | +$52.8K | 0.18% | 67 |
|
|
2022
Q1 | $661K | Sell |
12,453
-184
| -1% | -$9.76K | 0.15% | 77 |
|
|
2021
Q4 | $720K | Buy |
12,637
+3,054
| +32% | +$174K | 0.15% | 71 |
|
|
2021
Q3 | $544K | Buy |
9,583
+3,705
| +63% | +$210K | 0.13% | 86 |
|
|
2021
Q2 | $337K | Buy |
5,878
+1,480
| +34% | +$84.8K | 0.08% | 113 |
|
|
2021
Q1 | $248K | Buy |
+4,398
| New | +$248K | 0.06% | 136 |
|