Sheets Smith Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,000
| Closed | -$201K | – | 386 |
|
|
2023
Q4 | $201K | Hold |
10,000
| – | – | 0.03% | 329 |
|
|
2023
Q3 | $199K | Hold |
10,000
| – | – | 0.03% | 311 |
|
|
2023
Q2 | $200K | Hold |
10,000
| – | – | 0.03% | 313 |
|
|
2023
Q1 | $200K | Hold |
10,000
| – | – | 0.03% | 302 |
|
|
2022
Q4 | $200K | Hold |
10,000
| – | – | 0.03% | 294 |
|
|
2022
Q3 | $198K | Hold |
10,000
| – | – | 0.03% | 289 |
|
|
2022
Q2 | $200K | Hold |
10,000
| – | – | 0.03% | 291 |
|
|
2022
Q1 | $200K | Hold |
10,000
| – | – | 0.03% | 338 |
|
|
2021
Q4 | $202K | Buy |
+10,000
| New | +$202K | 0.03% | 362 |
|