Sigma Planning Corp’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 | $1.33M | Sell |
66,304
-5,236
| -7% | -$105K | 0.04% | 412 |
|
|
2025
Q1 | $1.44M | Sell |
71,540
-6,671
| -9% | -$134K | 0.05% | 371 |
|
|
2024
Q4 | $1.57M | Buy |
78,211
+18,868
| +32% | +$379K | 0.05% | 348 |
|
|
2024
Q3 | $1.19M | Sell |
59,343
-3,351
| -5% | -$67.4K | 0.04% | 445 |
|
|
2024
Q2 | $1.26M | Buy |
62,694
+541
| +0.9% | +$10.9K | 0.04% | 413 |
|
|
2024
Q1 | $1.25M | Buy |
62,153
+41,648
| +203% | +$834K | 0.04% | 439 |
|
|
2023
Q4 | $411K | Sell |
20,505
-20,174
| -50% | -$405K | 0.03% | 523 |
|
|
2023
Q3 | $810K | Sell |
40,679
-7,168
| -15% | -$143K | 0.03% | 532 |
|
|
2023
Q2 | $956K | Buy |
47,847
+1,487
| +3% | +$29.7K | 0.03% | 468 |
|
|
2023
Q1 | $926K | Buy |
46,360
+18,979
| +69% | +$379K | 0.03% | 544 |
|
|
2022
Q4 | $546K | Buy |
27,381
+4,132
| +18% | +$82.4K | 0.02% | 730 |
|
|
2022
Q3 | $461K | Buy |
+23,249
| New | +$461K | 0.02% | 761 |
|