Total Clarity Wealth Management’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 | $443K | Buy |
+8,902
| New | +$443K | 0.13% | 170 |
|
2022
Q4 | – | Sell |
-75,888
| Closed | -$3.7M | – | 239 |
|
2022
Q3 | $3.7M | Hold |
75,888
| – | – | 2.31% | 3 |
|
2022
Q2 | $3.84M | Sell |
75,888
-1,558
| -2% | -$78.9K | 1.99% | 4 |
|
2022
Q1 | $4.11M | Sell |
77,446
-577
| -0.7% | -$30.6K | 2.25% | 5 |
|
2021
Q4 | $4.45M | Buy |
78,023
+2,938
| +4% | +$167K | 2.02% | 5 |
|
2021
Q3 | $4.26M | Buy |
75,085
+2,223
| +3% | +$126K | 2.03% | 3 |
|
2021
Q2 | $4.17M | Buy |
72,862
+2,455
| +3% | +$141K | 2.33% | 3 |
|
2021
Q1 | $3.97M | Buy |
70,407
+5,739
| +9% | +$324K | 2.28% | 5 |
|
2020
Q4 | $3.67M | Buy |
64,668
+10,004
| +18% | +$568K | 2.55% | 6 |
|
2020
Q3 | $3.04M | Buy |
54,664
+2,085
| +4% | +$116K | 2.65% | 6 |
|
2020
Q2 | $2.89M | Sell |
52,579
-3,187
| -6% | -$175K | 2.65% | 6 |
|
2020
Q1 | $3.02M | Buy |
55,766
+2,800
| +5% | +$151K | 4.66% | 2 |
|
2019
Q4 | $2.94M | Buy |
+52,966
| New | +$2.94M | 2.21% | 7 |
|