World Investment Advisors’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 | $444K | Buy |
8,911
+85
| +1% | +$4.24K | 0.01% | 776 |
|
|
2025
Q1 | $445K | Sell |
8,826
-88
| -1% | -$4.44K | 0.01% | 724 |
|
|
2024
Q4 | $455K | Buy |
+8,914
| New | +$455K | 0.01% | 684 |
|
|
2023
Q2 | – | Sell |
-4,425
| Closed | -$225K | – | 266 |
|
|
2023
Q1 | $225K | Hold |
4,425
| – | – | 0.05% | 212 |
|
|
2022
Q4 | $222K | Hold |
4,425
| – | – | 0.05% | 212 |
|
|
2022
Q3 | $216K | Hold |
4,425
| – | – | 0.05% | 215 |
|
|
2022
Q2 | $230K | Hold |
4,425
| – | – | 0.05% | 235 |
|
|
2022
Q1 | $235K | Hold |
4,425
| – | – | 0.05% | 231 |
|
|
2021
Q4 | $244K | Hold |
4,425
| – | – | 0.05% | 231 |
|
|
2021
Q3 | $251K | Hold |
4,425
| – | – | 0.06% | 212 |
|
|
2021
Q2 | $253K | Hold |
4,425
| – | – | 0.06% | 212 |
|
|
2021
Q1 | $252K | Hold |
4,425
| – | – | 0.06% | 194 |
|
|
2020
Q4 | $254K | Hold |
4,425
| – | – | 0.06% | 186 |
|
|
2020
Q3 | $246K | Hold |
4,425
| – | – | 0.08% | 141 |
|
|
2020
Q2 | $249K | Hold |
4,425
| – | – | 0.09% | 131 |
|
|
2020
Q1 | $239K | Hold |
4,425
| – | – | 0.11% | 109 |
|
|
2019
Q4 | $246K | Buy |
+4,425
| New | +$246K | 0.1% | 131 |
|