WealthCare Investment Partners’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 | $2.52M | Buy |
50,561
+1,033
| +2% | +$51.5K | 0.91% | 30 |
|
|
2025
Q1 | $2.44M | Buy |
49,528
+712
| +1% | +$35.1K | 1.04% | 30 |
|
|
2024
Q4 | $2.49M | Buy |
48,816
+274
| +0.6% | +$14K | 1.09% | 29 |
|
|
2024
Q3 | $2.51M | Buy |
48,542
+27
| +0.1% | +$1.4K | 1.1% | 28 |
|
|
2024
Q2 | $2.48M | Buy |
48,515
+594
| +1% | +$30.3K | 1.15% | 27 |
|
|
2024
Q1 | $2.46M | Sell |
47,921
-183
| -0.4% | -$9.4K | 1.19% | 25 |
|
|
2023
Q4 | $2.49M | Buy |
48,104
+327
| +0.7% | +$16.9K | 1.36% | 21 |
|
|
2023
Q3 | $2.33M | Buy |
47,777
+611
| +1% | +$29.8K | 1.42% | 19 |
|
|
2023
Q2 | $2.39M | Buy |
47,166
+12,242
| +35% | +$620K | 1.43% | 19 |
|
|
2023
Q1 | $1.78M | Buy |
34,924
+23,787
| +214% | +$1.21M | 1.08% | 25 |
|
|
2022
Q4 | $558K | Sell |
11,137
-19,292
| -63% | -$967K | 0.38% | 64 |
|
|
2022
Q3 | $1.48M | Buy |
30,429
+1,098
| +4% | +$53.5K | 1.23% | 21 |
|
|
2022
Q2 | $1.48M | Buy |
29,331
+14,118
| +93% | +$714K | 1.27% | 20 |
|
|
2022
Q1 | $796K | Buy |
15,213
+4,642
| +44% | +$243K | 0.71% | 41 |
|
|
2021
Q4 | $602K | Buy |
+10,571
| New | +$602K | 0.58% | 44 |
|