AE Wealth Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-455
| Closed | -$9.14K | – | 2202 |
|
|
2024
Q4 | $9.14K | Buy |
+455
| New | +$9.14K | ﹤0.01% | 1855 |
|
|
2024
Q1 | – | Sell |
-17,496
| Closed | -$351K | – | 1457 |
|
|
2023
Q4 | $351K | Buy |
+17,496
| New | +$351K | ﹤0.01% | 1626 |
|
|
2022
Q4 | – | Sell |
-11,483
| Closed | -$228K | – | 1840 |
|
|
2022
Q3 | $228K | Buy |
+11,483
| New | +$228K | ﹤0.01% | 1567 |
|
|
2022
Q1 | – | Sell |
-12,440
| Closed | -$251K | – | 1719 |
|
|
2021
Q4 | $251K | Buy |
+12,440
| New | +$251K | ﹤0.01% | 1518 |
|