Tempus Wealth Planning’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,936
| Closed | -$249K | – | 267 |
|
|
2025
Q1 | $249K | Sell |
4,936
-1,948
| -28% | -$98.2K | 0.07% | 221 |
|
|
2024
Q4 | $351K | Sell |
6,884
-500
| -7% | -$25.5K | 0.11% | 174 |
|
|
2024
Q3 | $384K | Sell |
7,384
-1,927
| -21% | -$100K | 0.14% | 150 |
|
|
2024
Q2 | $475K | Sell |
9,311
-1,303
| -12% | -$66.5K | 0.2% | 114 |
|
|
2024
Q1 | $545K | Sell |
10,614
-593
| -5% | -$30.5K | 0.24% | 107 |
|
|
2023
Q4 | $579K | Sell |
11,207
-269
| -2% | -$13.9K | 0.25% | 93 |
|
|
2023
Q3 | $561K | Sell |
11,476
-71
| -0.6% | -$3.47K | 0.28% | 79 |
|
|
2023
Q2 | $585K | Buy |
11,547
+541
| +5% | +$27.4K | 0.26% | 98 |
|
|
2023
Q1 | $561K | Buy |
11,006
+1,461
| +15% | +$74.4K | 0.27% | 90 |
|
|
2022
Q4 | $478K | Buy |
9,545
+2,043
| +27% | +$102K | 0.29% | 97 |
|
|
2022
Q3 | $365K | Buy |
+7,502
| New | +$365K | 0.24% | 111 |
|