Spire 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 Q2	–	Sell	-15,281	Closed	-$306K	–	2281
2024 Q1	$306K	Hold	15,281	–	–	0.01%	660
2023 Q4	$307K	Sell	15,281 -1,847	-11%	-$37.1K	0.01%	643
2023 Q3	$341K	Sell	17,128 -1,254	-7%	-$25K	0.01%	566
2023 Q2	$367K	Buy	+18,382	New	+$367K	0.01%	566