OneDigital Investment 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
2020
Q4
Sell
-32,710
Closed -$659K 648
2020
Q3
$659K Sell
32,710
-19,674
-38% -$396K 0.05% 252
2020
Q2
$1.05M Buy
52,384
+324
+0.6% +$6.51K 0.08% 201
2020
Q1
$1.05M Buy
+52,060
New +$1.05M 0.09% 185