Bleakley Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-57,209
| Closed | -$1.15M | – | 1003 |
|
2023
Q4 | $1.15M | Hold |
57,209
| – | – | 0.04% | 370 |
|
2023
Q3 | $1.14M | Hold |
57,209
| – | – | 0.04% | 355 |
|
2023
Q2 | $1.14M | Hold |
57,209
| – | – | 0.04% | 377 |
|
2023
Q1 | $1.14M | Sell |
57,209
-1,952
| -3% | -$39K | 0.04% | 357 |
|
2022
Q4 | $1.18M | Buy |
+59,161
| New | +$1.18M | 0.04% | 352 |
|