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TCFG Wealth Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

TCFG Wealth Management’s Portfolio FSMB Stock Details FSMB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$356K Sell
17,895
-72
-0.4% -$1.43K 0.16% 171
2025
Q1 		$357K Sell
17,967
-498
-3% -$9.9K 0.18% 141
2024
Q4 		$366K Buy
18,465
+2,138
+13% +$42.4K 0.18% 134
2024
Q3 		$327K Buy
+16,327
New +$327K 0.16% 142