Capital Investment Advisory Services’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 | $589K | Buy |
29,321
+2,009
| +7% | +$40.4K | 0.05% | 312 |
|
|
2025
Q1 | $549K | Buy |
27,312
+510
| +2% | +$10.2K | 0.05% | 302 |
|
|
2024
Q4 | $538K | Buy |
26,802
+1,459
| +6% | +$29.3K | 0.05% | 274 |
|
|
2024
Q3 | $510K | Buy |
25,343
+3,309
| +15% | +$66.6K | 0.05% | 295 |
|
|
2024
Q2 | $442K | Buy |
22,034
+2,507
| +13% | +$50.3K | 0.05% | 308 |
|
|
2024
Q1 | $391K | Buy |
19,527
+4,127
| +27% | +$82.7K | 0.04% | 348 |
|
|
2023
Q4 | $309K | Buy |
+15,400
| New | +$309K | 0.03% | 387 |
|
|
2019
Q4 | – | Sell |
-950
| Closed | -$19K | – | 827 |
|
|
2019
Q3 | $19K | Buy |
+950
| New | +$19K | 0.01% | 822 |
|