Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-133,419
| Closed | -$2.68M | – | 1677 |
|
|
2023
Q4 | $2.68M | Buy |
133,419
+31
| +0% | +$622 | 0.04% | 378 |
|
|
2023
Q3 | $2.66M | Sell |
133,388
-3,501
| -3% | -$69.7K | 0.05% | 361 |
|
|
2023
Q2 | $2.74M | Buy |
136,889
+2,009
| +1% | +$40.1K | 0.05% | 352 |
|
|
2023
Q1 | $2.69M | Sell |
134,880
-3,938
| -3% | -$78.6K | 0.06% | 318 |
|
|
2022
Q4 | $2.77M | Buy |
+138,818
| New | +$2.77M | 0.08% | 247 |
|