Cambridge Investment Research Advisors’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
Q2 | $1.52M | Buy |
75,838
+42,940
| +131% | +$863K | ﹤0.01% | 1638 |
|
2025
Q1 | $661K | Sell |
32,898
-778
| -2% | -$15.6K | ﹤0.01% | 2191 |
|
2024
Q4 | $677K | Buy |
33,676
+14
| +0% | +$281 | ﹤0.01% | 2183 |
|
2024
Q3 | $677K | Buy |
33,662
+523
| +2% | +$10.5K | ﹤0.01% | 2166 |
|
2024
Q2 | $665K | Sell |
33,139
-8,988
| -21% | -$180K | ﹤0.01% | 2064 |
|
2024
Q1 | $844K | Sell |
42,127
-1,598
| -4% | -$32K | ﹤0.01% | 1842 |
|
2023
Q4 | $877K | Sell |
43,725
-4,040
| -8% | -$81K | ﹤0.01% | 1732 |
|
2023
Q3 | $951K | Sell |
47,765
-141
| -0.3% | -$2.81K | ﹤0.01% | 1621 |
|
2023
Q2 | $957K | Sell |
47,906
-26,121
| -35% | -$522K | ﹤0.01% | 1641 |
|
2023
Q1 | $1.48M | Sell |
74,027
-85,562
| -54% | -$1.71M | 0.01% | 1324 |
|
2022
Q4 | $3.18M | Buy |
159,589
+39,896
| +33% | +$796K | 0.02% | 825 |
|
2022
Q3 | $2.37M | Buy |
119,693
+17,383
| +17% | +$344K | 0.01% | 944 |
|
2022
Q2 | $2.04M | Buy |
102,310
+30,344
| +42% | +$606K | 0.01% | 1026 |
|
2022
Q1 | $1.44M | Buy |
71,966
+1,808
| +3% | +$36.1K | 0.01% | 1340 |
|
2021
Q4 | $1.41M | Buy |
70,158
+903
| +1% | +$18.2K | 0.01% | 1360 |
|
2021
Q3 | $1.4M | Buy |
69,255
+9,544
| +16% | +$193K | 0.01% | 1303 |
|
2021
Q2 | $1.21M | Buy |
59,711
+16,344
| +38% | +$330K | 0.01% | 1399 |
|
2021
Q1 | $876K | Buy |
43,367
+3,487
| +9% | +$70.4K | ﹤0.01% | 1521 |
|
2020
Q4 | $804K | Hold |
39,880
| – | – | ﹤0.01% | 1455 |
|
2020
Q3 | $803K | Buy |
39,880
+8,783
| +28% | +$177K | 0.01% | 1313 |
|
2020
Q2 | $625K | Buy |
+31,097
| New | +$625K | ﹤0.01% | 1423 |
|