Summit Wealth Partners’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Summit Wealth Partners’s Portfolio FSMB Stock Details FSMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$470K	Buy
2025 Q2	$456K	Hold
2025 Q1	$455K	Buy
2024 Q4	$453K	Buy
2024 Q3	$347K	Hold
2024 Q2	$343K	Buy
2024 Q1	$315K	Hold
2023 Q4	$317K	Buy
2023 Q3	$296K	Buy