WIM
Westside Investment Management’s First Trust Managed Municipal ETF FMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Buy |
68,359
+3,100
| +5% | +$154K | 0.63% | 40 |
|
|
2025
Q1 | $3.29M | Buy |
65,259
+3,183
| +5% | +$161K | 0.7% | 39 |
|
|
2024
Q4 | $3.17M | Sell |
62,076
-1,366
| -2% | -$69.7K | 0.67% | 36 |
|
|
2024
Q3 | $3.29M | Buy |
63,442
+343
| +0.5% | +$17.8K | 0.7% | 38 |
|
|
2024
Q2 | $3.22M | Sell |
63,099
-1,167
| -2% | -$59.6K | 0.74% | 32 |
|
|
2024
Q1 | $3.3M | Sell |
64,266
-1,050
| -2% | -$53.9K | 0.79% | 31 |
|
|
2023
Q4 | $3.37M | Sell |
65,316
-234
| -0.4% | -$12.1K | 0.86% | 29 |
|
|
2023
Q3 | $3.2M | Buy |
65,550
+400
| +0.6% | +$19.6K | 0.92% | 26 |
|
|
2023
Q2 | $3.3M | Buy |
65,150
+1,200
| +2% | +$60.8K | 0.93% | 25 |
|
|
2023
Q1 | $3.26M | Buy |
63,950
+3,600
| +6% | +$183K | 0.96% | 25 |
|
|
2022
Q4 | $128K | Buy |
60,350
+32,850
| +119% | +$69.9K | 0.32% | 78 |
|
|
2022
Q3 | $123K | Buy |
+27,500
| New | +$123K | 0.29% | 84 |
|