Wheelhouse Advisory Group’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 | $331K | Sell |
6,645
-319
| -5% | -$15.9K | 0.16% | 34 |
|
|
2025
Q1 | $351K | Sell |
6,964
-596
| -8% | -$30.1K | 0.2% | 36 |
|
|
2024
Q4 | $386K | Sell |
7,560
-1,255
| -14% | -$64K | 0.23% | 35 |
|
|
2024
Q3 | $458K | Sell |
8,815
-233
| -3% | -$12.1K | 0.29% | 32 |
|
|
2024
Q2 | $462K | Sell |
9,048
-953
| -10% | -$48.7K | 0.33% | 28 |
|
|
2024
Q1 | $514K | Sell |
10,001
-1,282
| -11% | -$65.8K | 0.39% | 23 |
|
|
2023
Q4 | $583K | Buy |
+11,283
| New | +$583K | 0.51% | 20 |
|