IFP 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 | $56.7K | Hold |
2,821
| – | – | ﹤0.01% | 1984 |
|
|
2025
Q1 | $56.7K | Hold |
2,821
| – | – | ﹤0.01% | 1841 |
|
|
2024
Q4 | $56.7K | Hold |
2,821
| – | – | ﹤0.01% | 1775 |
|
|
2024
Q3 | $56.8K | Hold |
2,821
| – | – | ﹤0.01% | 1681 |
|
|
2024
Q2 | $56.6K | Buy |
+2,821
| New | +$56.6K | ﹤0.01% | 1619 |
|
|
2023
Q4 | – | Sell |
-1,500
| Closed | -$29.9K | – | 3158 |
|
|
2023
Q3 | $29.9K | Hold |
1,500
| – | – | ﹤0.01% | 1771 |
|
|
2023
Q2 | $30K | Hold |
1,500
| – | – | ﹤0.01% | 1832 |
|
|
2023
Q1 | $30K | Hold |
1,500
| – | – | ﹤0.01% | 1833 |
|
|
2022
Q4 | $30K | Sell |
1,500
-2,219
| -60% | -$44.4K | ﹤0.01% | 2594 |
|
|
2022
Q3 | $74K | Hold |
3,719
| – | – | ﹤0.01% | 2073 |
|
|
2022
Q2 | $74K | Hold |
3,719
| – | – | ﹤0.01% | 1891 |
|
|
2022
Q1 | $74K | Buy |
3,719
+2,219
| +148% | +$44.2K | ﹤0.01% | 1891 |
|
|
2021
Q4 | $30K | Hold |
1,500
| – | – | ﹤0.01% | 1735 |
|
|
2021
Q3 | $30K | Hold |
1,500
| – | – | ﹤0.01% | 1749 |
|
|
2021
Q2 | $30K | Hold |
1,500
| – | – | ﹤0.01% | 1743 |
|
|
2021
Q1 | $30K | Hold |
1,500
| – | – | ﹤0.01% | 1662 |
|
|
2020
Q4 | $30K | Buy |
+1,500
| New | +$30K | ﹤0.01% | 1640 |
|