Kestra Private Wealth Services’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
Q3 | $2.03M | Buy |
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|
2025
Q2 | $1.38M | Buy |
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|
2025
Q1 | $375K | Buy |
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|
2024
Q4 | $270K | Buy |
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|
2024
Q3 | $250K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $445K | Sell |
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|
2023
Q3 | $486K | Sell |
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|
2023
Q2 | $680K | Sell |
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|
2023
Q1 | $1.67M | Buy |
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q3 | $1.42M | Buy |
|