Wealth Enhancement Advisory Services’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 | $680K | Sell |
34,113
-3,713
| -10% | -$74K | ﹤0.01% | 1975 |
|
|
2025
Q1 | $752K | Buy |
37,826
+154
| +0.4% | +$3.06K | ﹤0.01% | 1766 |
|
|
2024
Q4 | $747K | Buy |
37,672
+3,143
| +9% | +$62.4K | ﹤0.01% | 1701 |
|
|
2024
Q3 | $691K | Sell |
34,529
-325
| -0.9% | -$6.5K | ﹤0.01% | 1597 |
|
|
2024
Q2 | $689K | Buy |
34,854
+1,993
| +6% | +$39.4K | ﹤0.01% | 1456 |
|
|
2024
Q1 | $652K | Buy |
32,861
+675
| +2% | +$13.4K | ﹤0.01% | 1442 |
|
|
2023
Q4 | $642K | Buy |
32,186
+965
| +3% | +$19.3K | ﹤0.01% | 1363 |
|
|
2023
Q3 | $605K | Buy |
+31,221
| New | +$605K | ﹤0.01% | 1326 |
|