WAG
Wiser Advisor Group’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 | – | Sell |
-43,186
| Closed | -$2.18M | – | 118 |
|
|
2025
Q1 | $2.18M | Sell |
43,186
-14,072
| -25% | -$710K | 3.22% | 8 |
|
|
2024
Q4 | $2.92M | Sell |
57,258
-658
| -1% | -$33.6K | 4.25% | 3 |
|
|
2024
Q3 | $3.01M | Sell |
57,916
-306
| -0.5% | -$15.9K | 4.49% | 3 |
|
|
2024
Q2 | $2.97M | Sell |
58,222
-14,941
| -20% | -$763K | 4.67% | 3 |
|
|
2024
Q1 | $3.76M | Sell |
73,163
-7,924
| -10% | -$407K | 5.89% | 3 |
|
|
2023
Q4 | $4.19M | Buy |
+81,087
| New | +$4.19M | 6.97% | 3 |
|