Wealth Enhancement Advisory Services’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 | $1.06M | Sell |
21,296
-2,867
| -12% | -$143K | ﹤0.01% | 1709 |
|
2025
Q1 | $1.22M | Buy |
24,163
+1,772
| +8% | +$89.3K | ﹤0.01% | 1509 |
|
2024
Q4 | $1.14M | Buy |
22,391
+136
| +0.6% | +$6.94K | ﹤0.01% | 1452 |
|
2024
Q3 | $1.16M | Sell |
22,255
-1,615
| -7% | -$83.9K | ﹤0.01% | 1307 |
|
2024
Q2 | $1.22M | Sell |
23,870
-14,032
| -37% | -$716K | ﹤0.01% | 1186 |
|
2024
Q1 | $1.95M | Sell |
37,902
-1,637
| -4% | -$84.1K | 0.01% | 954 |
|
2023
Q4 | $2.04M | Sell |
39,539
-15,666
| -28% | -$809K | 0.01% | 886 |
|
2023
Q3 | $2.7M | Buy |
+55,205
| New | +$2.7M | 0.01% | 759 |
|