DHJJ Financial 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 | $10.1K | Hold |
505
| – | – | ﹤0.01% | 546 |
|
|
2025
Q1 | $10.1K | Hold |
505
| – | – | ﹤0.01% | 512 |
|
|
2024
Q4 | $10.1K | Hold |
505
| – | – | ﹤0.01% | 500 |
|
|
2024
Q3 | $10.2K | Sell |
505
-50
| -9% | -$1.01K | ﹤0.01% | 499 |
|
|
2024
Q2 | $11.1K | Sell |
555
-500
| -47% | -$10K | ﹤0.01% | 447 |
|
|
2024
Q1 | $21.1K | Hold |
1,055
| – | – | 0.01% | 361 |
|
|
2023
Q4 | $21.2K | Sell |
1,055
-100
| -9% | -$2.01K | 0.01% | 358 |
|
|
2023
Q3 | $23K | Buy |
+1,155
| New | +$23K | 0.01% | 338 |
|
|
2021
Q1 | – | Sell |
-9,950
| Closed | -$201K | – | 108 |
|
|
2020
Q4 | $201K | Buy |
+9,950
| New | +$201K | 0.13% | 103 |
|