Kingswood Wealth Advisors’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 | $244K | Hold |
12,163
| – | – | 0.02% | 634 |
|
|
2025
Q1 | $244K | Hold |
12,163
| – | – | 0.02% | 619 |
|
|
2024
Q4 | $244K | Buy |
+12,163
| New | +$244K | 0.02% | 679 |
|
|
2024
Q3 | – | Sell |
-12,163
| Closed | -$244K | – | 697 |
|
|
2024
Q2 | $244K | Buy |
12,163
+1,197
| +11% | +$24K | 0.02% | 582 |
|
|
2024
Q1 | $220K | Buy |
+10,966
| New | +$220K | 0.03% | 559 |
|