Western Wealth Management’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 | $2.28M | Sell |
45,850
-3,209
| -7% | -$160K | 0.14% | 147 |
|
|
2025
Q1 | $2.47M | Sell |
49,059
-2,052
| -4% | -$103K | 0.16% | 122 |
|
|
2024
Q4 | $2.61M | Sell |
51,111
-2,289
| -4% | -$117K | 0.17% | 117 |
|
|
2024
Q3 | $2.77M | Buy |
53,400
+4,551
| +9% | +$236K | 0.16% | 131 |
|
|
2024
Q2 | $2.49M | Sell |
48,849
-569
| -1% | -$29.1K | 0.18% | 110 |
|
|
2024
Q1 | $2.54M | Sell |
49,418
-2,781
| -5% | -$143K | 0.2% | 108 |
|
|
2023
Q4 | $2.7M | Sell |
52,199
-7,495
| -13% | -$387K | 0.19% | 107 |
|
|
2023
Q3 | $2.92M | Sell |
59,694
-6,579
| -10% | -$322K | 0.25% | 82 |
|
|
2023
Q2 | $3.36M | Sell |
66,273
-2,542
| -4% | -$129K | 0.29% | 73 |
|
|
2023
Q1 | $3.51M | Buy |
68,815
+5,458
| +9% | +$278K | 0.33% | 68 |
|
|
2022
Q4 | $3.17M | Sell |
63,357
-632
| -1% | -$31.7K | 0.32% | 69 |
|
|
2022
Q3 | $3.12M | Sell |
63,989
-5,269
| -8% | -$257K | 0.18% | 125 |
|
|
2022
Q2 | $3.51M | Buy |
69,258
+7,794
| +13% | +$395K | 0.2% | 114 |
|
|
2022
Q1 | $3.26M | Buy |
61,464
+30,164
| +96% | +$1.6M | 0.16% | 138 |
|
|
2021
Q4 | $1.78M | Buy |
+31,300
| New | +$1.78M | 0.18% | 127 |
|
|
2021
Q2 | $1.88M | Buy |
32,830
+3,845
| +13% | +$220K | 0.19% | 120 |
|
|
2021
Q1 | $1.64M | Sell |
28,985
-1,169
| -4% | -$66K | 0.22% | 106 |
|
|
2020
Q4 | $1.71M | Sell |
30,154
-672
| -2% | -$38.1K | 0.25% | 96 |
|
|
2020
Q3 | $1.71M | Buy |
30,826
+6,195
| +25% | +$344K | 0.28% | 89 |
|
|
2020
Q2 | $1.36M | Buy |
24,631
+16,775
| +214% | +$923K | 0.25% | 101 |
|
|
2020
Q1 | $423K | Buy |
7,856
+983
| +14% | +$52.9K | 0.1% | 207 |
|
|
2019
Q4 | $382K | Buy |
+6,873
| New | +$382K | 0.06% | 275 |
|