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Jaffetilchin Investment Partners’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Jaffetilchin Investment Partners’s Portfolio FUMB Stock Details FUMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,377
Closed -$148K – 708
2024
Q3 		$148K Buy
+7,377
New +$149K 0.01% 401

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Jaffetilchin Investment Partners's FUMB Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q4 2024, closing a stake of 7,377 shares — an estimated $148K sold.

Jaffetilchin Investment Partners first reported a position in FUMB in Q3 2024 and held it in 1 quarter. The position peaked at $148K in Q3 2024. 88 funds tracked by Wall St. Rank hold FUMB as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 7,377 First Trust Ultra Short Duration Municipal ETF shares in Q4 2024, an estimated $148K.
  • Jaffetilchin Investment Partners first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's First Trust Ultra Short Duration Municipal ETF position peaked at $148K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.