Number of Shares
116,745.00
Current Holdings Value*
$5.89 Mil
% of Portfolio
1.81%
Total Estimate Gain
$-749,950.48
% of Total Estimate Gain
-8.15%

BCGM Wealth Management, LLC's First Trust Managed Municipal ETF Holding Summary

As of 2025-03-31, BCGM Wealth Management, LLC held 116,745.00 shares of First Trust Managed Municipal ETF(FMB), totaling $5.89 Mil. This investment constitutes 1.81% of their stock portfolio, and BCGM Wealth Management, LLC now holds 0.3% of the outstanding First Trust Managed Municipal ETF(FMB) stock.

The initial trade took place in 2020Q4. And since then BCGM Wealth Management, LLC has made 11 purchases of FMB, at an average price of $54.19, for a total of 169,827.00 shares. In addition, there have been 6 sales at an average price of $50.61 for 53,082.00 shares. Based on historical transaction data and FMB's current price of $49.40, BCGM Wealth Management, LLC's estimated gain on his FMB holdings is $-749,950.48, reflecting a -8.15% gain to date.

BCGM Wealth Management, LLC FMB ($49.40) Holding Chart

BCGM Wealth Management, LLC FMB ($49.40) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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