Kestra Private Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
68,512
+49,827
| +267% | +$1M | 0.02% | 610 |
|
|
2025
Q1 | $375K | Buy |
18,685
+5,221
| +39% | +$105K | 0.01% | 1091 |
|
|
2024
Q4 | $270K | Buy |
13,464
+1,023
| +8% | +$20.6K | ﹤0.01% | 1172 |
|
|
2024
Q3 | $250K | Buy |
+12,441
| New | +$250K | ﹤0.01% | 1160 |
|
|
2024
Q1 | – | Sell |
-22,193
| Closed | -$445K | – | 1330 |
|
|
2023
Q4 | $445K | Sell |
22,193
-2,227
| -9% | -$44.7K | 0.01% | 776 |
|
|
2023
Q3 | $486K | Sell |
24,420
-9,625
| -28% | -$192K | 0.02% | 673 |
|
|
2023
Q2 | $680K | Sell |
34,045
-49,597
| -59% | -$991K | 0.02% | 534 |
|
|
2023
Q1 | $1.67M | Buy |
83,642
+411
| +0.5% | +$8.21K | 0.07% | 302 |
|
|
2022
Q4 | $1.66M | Buy |
83,231
+11,435
| +16% | +$228K | 0.08% | 267 |
|
|
2022
Q3 | $1.42M | Buy |
+71,796
| New | +$1.42M | 0.08% | 266 |
|