IIL
Insight Inv LLC’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
129,995
+17,550
| +16% | +$353K | 1.75% | 15 |
|
|
2025
Q1 | $2.26M | Buy |
112,445
+84,170
| +298% | +$1.69M | 1.55% | 24 |
|
|
2024
Q4 | $568K | Buy |
28,275
+9,475
| +50% | +$190K | 0.4% | 64 |
|
|
2024
Q3 | $378K | Sell |
18,800
-1,250
| -6% | -$25.1K | 0.32% | 63 |
|
|
2024
Q2 | $402K | Hold |
20,050
| – | – | 0.35% | 62 |
|
|
2024
Q1 | $402K | Sell |
20,050
-3,720
| -16% | -$74.5K | 0.35% | 61 |
|
|
2023
Q4 | $477K | Hold |
23,770
| – | – | 0.47% | 58 |
|
|
2023
Q3 | $474K | Sell |
23,770
-2,400
| -9% | -$47.9K | 0.53% | 56 |
|
|
2023
Q2 | $523K | Hold |
26,170
| – | – | 0.54% | 57 |
|
|
2023
Q1 | $522K | Sell |
26,170
-19,200
| -42% | -$383K | 0.56% | 60 |
|
|
2022
Q4 | $905K | Hold |
45,370
| – | – | 0.91% | 52 |
|
|
2022
Q3 | $899K | Buy |
45,370
+5,000
| +12% | +$99.1K | 1% | 49 |
|
|
2022
Q2 | $806K | Hold |
40,370
| – | – | 0.81% | 56 |
|
|
2022
Q1 | $806K | Sell |
40,370
-5,000
| -11% | -$99.8K | 0.73% | 57 |
|
|
2021
Q4 | $915K | Buy |
+45,370
| New | +$915K | 0.84% | 55 |
|