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Core Wealth Partners’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Core Wealth Partners’s Portfolio FUMB Stock Details FUMB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,700
Closed -$275K – 178
2025
Q1 		$275K Sell
13,700
-11,531
-46% -$232K 0.16% 129
2024
Q4 		$507K Buy
25,231
+1,200
+5% +$24.1K 0.29% 78
2024
Q3 		$483K Buy
+24,031
New +$483K 0.29% 76