Summit 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 | $456K | Hold |
22,884
| – | – | 0.09% | 137 |
|
|
2025
Q1 | $455K | Buy |
22,884
+57
| +0.2% | +$1.13K | 0.09% | 132 |
|
|
2024
Q4 | $453K | Buy |
22,827
+5,496
| +32% | +$109K | 0.09% | 129 |
|
|
2024
Q3 | $347K | Hold |
17,331
| – | – | 0.07% | 178 |
|
|
2024
Q2 | $343K | Buy |
17,331
+1,464
| +9% | +$28.9K | 0.07% | 164 |
|
|
2024
Q1 | $315K | Hold |
15,867
| – | – | 0.07% | 172 |
|
|
2023
Q4 | $317K | Buy |
15,867
+600
| +4% | +$12K | 0.07% | 154 |
|
|
2023
Q3 | $296K | Buy |
+15,267
| New | +$296K | 0.08% | 144 |
|