Visionary Wealth Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Sell |
143,757
-6,009
| -4% | -$120K | 0.15% | 158 |
|
|
2025
Q1 | $2.98M | Sell |
149,766
-59,439
| -28% | -$1.18M | 0.18% | 137 |
|
|
2024
Q4 | $4.15M | Buy |
209,205
+13,334
| +7% | +$265K | 0.24% | 106 |
|
|
2024
Q3 | $3.92M | Buy |
195,871
+1,199
| +0.6% | +$24K | 0.24% | 108 |
|
|
2024
Q2 | $3.85M | Buy |
194,672
+19,073
| +11% | +$377K | 0.25% | 104 |
|
|
2024
Q1 | $3.48M | Buy |
175,599
+34,608
| +25% | +$686K | 0.24% | 111 |
|
|
2023
Q4 | $2.81M | Sell |
140,991
-15,321
| -10% | -$306K | 0.21% | 126 |
|
|
2023
Q3 | $3.03M | Sell |
156,312
-27,870
| -15% | -$540K | 0.25% | 109 |
|
|
2023
Q2 | $3.64M | Buy |
+184,182
| New | +$3.64M | 0.29% | 90 |
|