Warren Street 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 | $771K | Sell |
15,483
-629
| -4% | -$31.3K | 0.25% | 43 |
|
|
2025
Q1 | $812K | Sell |
16,112
-302
| -2% | -$15.2K | 0.32% | 40 |
|
|
2024
Q4 | $837K | Buy |
16,414
+3,010
| +22% | +$154K | 0.34% | 37 |
|
|
2024
Q3 | $696K | Sell |
13,404
-4
| -0% | -$208 | 0.29% | 41 |
|
|
2024
Q2 | $685K | Sell |
13,408
-228
| -2% | -$11.6K | 0.34% | 40 |
|
|
2024
Q1 | $700K | Sell |
13,636
-1,676
| -11% | -$86.1K | 0.35% | 39 |
|
|
2023
Q4 | $791K | Sell |
15,312
-1,909
| -11% | -$98.6K | 0.45% | 32 |
|
|
2023
Q3 | $842K | Sell |
17,221
-206
| -1% | -$10.1K | 0.56% | 25 |
|
|
2023
Q2 | $883K | Sell |
17,427
-567
| -3% | -$28.7K | 0.58% | 23 |
|
|
2023
Q1 | $917K | Buy |
17,994
+377
| +2% | +$19.2K | 0.65% | 19 |
|
|
2022
Q4 | $883K | Buy |
17,617
+10,582
| +150% | +$530K | 0.71% | 18 |
|
|
2022
Q3 | $343K | Sell |
7,035
-36
| -0.5% | -$1.76K | 0.35% | 38 |
|
|
2022
Q2 | $358K | Buy |
+7,071
| New | +$358K | 0.35% | 39 |
|