Modern Wealth Management’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 | $743K | Sell |
36,955
-1,445
| -4% | -$29K | 0.02% | 407 |
|
|
2025
Q1 | $772K | Sell |
38,400
-7,010
| -15% | -$141K | 0.02% | 343 |
|
|
2024
Q4 | $912K | Sell |
45,410
-26,416
| -37% | -$531K | 0.03% | 266 |
|
|
2024
Q3 | $1.44M | Sell |
71,826
-13,510
| -16% | -$272K | 0.09% | 140 |
|
|
2024
Q2 | $1.71M | Sell |
85,336
-9,504
| -10% | -$191K | 0.13% | 97 |
|
|
2024
Q1 | $1.9M | Sell |
94,840
-3,754
| -4% | -$75.2K | 0.18% | 76 |
|
|
2023
Q4 | $1.98M | Buy |
+98,594
| New | +$1.98M | 0.25% | 40 |
|