Occidental Asset Management’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
Q2 | $416K | Buy |
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|
2025
Q1 | $376K | Buy |
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|
2024
Q4 | $366K | Sell |
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|
2024
Q3 | $391K | Hold |
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|
2024
Q2 | $390K | Sell |
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|
2024
Q1 | $471K | Sell |
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|
2023
Q4 | $587K | Sell |
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|
2023
Q3 | $595K | Buy |
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|
2023
Q2 | $525K | Buy |
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|
2023
Q1 | $377K | Buy |
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|
2022
Q4 | $200K | Hold |
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|
2022
Q3 | $198K | Hold |
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|
2022
Q2 | $200K | Hold |
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|
2022
Q1 | $200K | Buy |
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