Visionary Wealth Advisors’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 | $3.38M | Sell |
67,806
-4,158
| -6% | -$207K | 0.17% | 135 |
|
|
2025
Q1 | $3.63M | Buy |
71,964
+2,116
| +3% | +$107K | 0.22% | 120 |
|
|
2024
Q4 | $3.56M | Buy |
69,848
+10,549
| +18% | +$538K | 0.21% | 120 |
|
|
2024
Q3 | $3.08M | Buy |
59,299
+3,110
| +6% | +$162K | 0.19% | 124 |
|
|
2024
Q2 | $2.87M | Sell |
56,189
-1,263
| -2% | -$64.5K | 0.19% | 131 |
|
|
2024
Q1 | $2.95M | Buy |
57,452
+12,424
| +28% | +$638K | 0.2% | 128 |
|
|
2023
Q4 | $2.33M | Sell |
45,028
-2,598
| -5% | -$134K | 0.17% | 141 |
|
|
2023
Q3 | $2.33M | Buy |
47,626
+469
| +1% | +$22.9K | 0.19% | 130 |
|
|
2023
Q2 | $2.39M | Buy |
+47,157
| New | +$2.39M | 0.19% | 129 |
|
|
2022
Q3 | – | Sell |
-15,060
| Closed | -$762K | – | 419 |
|
|
2022
Q2 | $762K | Sell |
15,060
-42,513
| -74% | -$2.15M | 0.07% | 195 |
|
|
2022
Q1 | $3.06M | Buy |
57,573
+53,772
| +1,415% | +$2.85M | 0.25% | 101 |
|
|
2021
Q4 | $217K | Buy |
+3,801
| New | +$217K | 0.02% | 351 |
|