Prospera Financial Services’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 | $788K | Sell |
39,187
-68
| -0.2% | -$1.37K | 0.01% | 739 |
|
2025
Q1 | $789K | Buy |
39,255
+4,263
| +12% | +$85.7K | 0.02% | 628 |
|
2024
Q4 | $703K | Buy |
34,992
+3,013
| +9% | +$60.5K | 0.02% | 641 |
|
2024
Q3 | $643K | Buy |
+31,979
| New | +$643K | 0.02% | 633 |
|
2020
Q4 | – | Sell |
-1,950
| Closed | -$39K | – | 1000 |
|
2020
Q3 | $39K | Buy |
+1,950
| New | +$39K | 0.01% | 694 |
|
2020
Q2 | – | Sell |
-34,814
| Closed | -$700K | – | 582 |
|
2020
Q1 | $700K | Sell |
34,814
-31,975
| -48% | -$643K | 0.07% | 250 |
|
2019
Q4 | $1.34M | Buy |
+66,789
| New | +$1.34M | 0.1% | 221 |
|