Summit Wealth Partners’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.09M | Hold |
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|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $1.14M | Sell |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $1.29M | Hold |
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|
2024
Q1 | $1.3M | Hold |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.24M | Buy |
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|
2023
Q2 | $1.27M | Buy |
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|
2023
Q1 | $1.16M | Sell |
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $497K | Sell |
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|
2022
Q2 | $683K | Buy |
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|
2022
Q1 | $661K | Sell |
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|
2021
Q4 | $720K | Buy |
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|
2021
Q3 | $544K | Buy |
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|
2021
Q2 | $337K | Buy |
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|
2021
Q1 | $248K | Buy |
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