OWA
Opal Wealth Advisors’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.2K | Sell |
2,894
-1,310
| -31% | -$26.3K | 0.02% | 351 |
|
|
2025
Q1 | $84.5K | Sell |
4,204
-8,016
| -66% | -$161K | 0.03% | 292 |
|
|
2024
Q4 | $246K | Buy |
+12,220
| New | +$246K | 0.07% | 153 |
|
|
2024
Q3 | – | Sell |
-8,627
| Closed | -$173K | – | 568 |
|
|
2024
Q2 | $173K | Buy |
+8,627
| New | +$173K | 0.06% | 198 |
|