Walkner Condon Financial Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-14,855	Closed	-$295K	–	278
2024 Q4	$295K	Sell	14,855 -6,379	-30%	-$127K	0.06%	219
2024 Q3	$425K	Sell	21,234 -3,907	-16%	-$77.9K	0.09%	174
2024 Q2	$497K	Sell	25,141 -4,807	-16%	-$95K	0.11%	145
2024 Q1	$594K	Buy	29,948 +7,566	+34%	+$151K	0.13%	133
2023 Q4	$447K	Sell	22,382 -2,295	-9%	-$45K	0.1%	160
2023 Q3	$478K	Sell	24,677 -938	-4%	-$18.4K	0.13%	139
2023 Q2	$506K	Buy	25,615 +11,516	+82%	+$228K	0.13%	135
2023 Q1	$280K	Sell	14,099 -27,711	-66%	-$550K	0.08%	185
2022 Q4	$825K	Buy	41,810 +28,754	+220%	+$564K	0.25%	84
2022 Q3	$255K	Buy	13,056 +366	+3%	+$7.28K	0.08%	178
2022 Q2	$252K	Sell	12,690 -10,788	-46%	-$215K	0.08%	191
2022 Q1	$472K	Buy	+23,478	New	+$480K	0.13%	136