J.W. Cole Advisors’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
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|
2025
Q1 | $2.87M | Buy |
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|
2024
Q4 | $2.55M | Sell |
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|
2024
Q3 | $2.79M | Buy |
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|
2024
Q2 | $2.63M | Sell |
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|
2024
Q1 | $2.65M | Sell |
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|
2023
Q4 | $2.78M | Sell |
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|
2023
Q3 | $2.78M | Sell |
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|
2023
Q2 | $2.85M | Sell |
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|
2023
Q1 | $3.11M | Sell |
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|
2022
Q4 | $3.14M | Sell |
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|
2022
Q3 | $3.15M | Buy |
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