Norris Financial Group, LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $545K | Sell |
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|
2025
Q4 | $700K | Buy |
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|
2025
Q3 | $601K | Sell |
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|
2025
Q2 | $616K | Buy |
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|
2025
Q1 | $529K | Buy |
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|
2024
Q4 | $401K | Buy |
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|
2024
Q3 | $279K | Buy |
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|
2024
Q2 | $276K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $445K | Sell |
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|
2021
Q3 | $616K | Hold |
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|
2021
Q2 | $616K | Sell |
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|
2021
Q1 | $701K | Buy |
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