Kowal Investment Group’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
2023
Q2
Sell
2023
Q1
$280K Sell
2022
Q4
$287K Sell
2022
Q3
$291K Buy
2022
Q2
$276K Buy
2022
Q1
Sell
2021
Q4
$311K Sell
2021
Q3
$331K Sell
2021
Q2
$351K Buy
2021
Q1
$345K Sell
2020
Q4
$373K Buy