SPWG
Syntegra Private Wealth Group’s First Trust Managed Municipal ETF FMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
24,345
-4,330
| -15% | -$216K | 0.12% | 57 |
|
|
2025
Q1 | $1.45M | Sell |
28,675
-14,108
| -33% | -$711K | 0.17% | 44 |
|
|
2024
Q4 | $2.18M | Sell |
42,783
-1,651
| -4% | -$84.2K | 0.25% | 32 |
|
|
2024
Q3 | $2.31M | Sell |
44,434
-1,478
| -3% | -$76.8K | 0.27% | 31 |
|
|
2024
Q2 | $2.34M | Sell |
45,912
-4,310
| -9% | -$220K | 0.3% | 30 |
|
|
2024
Q1 | $2.58M | Sell |
50,222
-141,694
| -74% | -$7.28M | 0.33% | 28 |
|
|
2023
Q4 | $9.92M | Sell |
191,916
-1,537
| -0.8% | -$79.4K | 1.4% | 15 |
|
|
2023
Q3 | $9.46M | Buy |
193,453
+427
| +0.2% | +$20.9K | 1.49% | 15 |
|
|
2023
Q2 | $9.78M | Buy |
193,026
+15,371
| +9% | +$779K | 1.5% | 16 |
|
|
2023
Q1 | $9.05M | Buy |
177,655
+19,642
| +12% | +$1M | 1.61% | 15 |
|
|
2022
Q4 | $7.92M | Buy |
+158,013
| New | +$7.92M | 1.59% | 14 |
|