Raymond James Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $376K | Hold |
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|
2024
Q2 | $375K | Hold |
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|
2024
Q1 | $374K | Hold |
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|
2023
Q4 | $375K | Sell |
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|
2023
Q3 | $398K | Sell |
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|
2023
Q2 | $400K | Sell |
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|
2023
Q1 | $605K | Sell |
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|
2022
Q4 | $649K | Hold |
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|
2022
Q3 | $645K | Hold |
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|
2022
Q2 | $650K | Buy |
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|
2022
Q1 | $200K | Buy |
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