Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.7K | Sell |
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|
2025
Q1 | $166K | Hold |
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|
2024
Q4 | $166K | Sell |
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|
2024
Q3 | $169K | Sell |
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|
2024
Q2 | $589K | Sell |
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|
2024
Q1 | $598K | Sell |
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|
2023
Q4 | $640K | Sell |
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|
2023
Q3 | $999K | Buy |
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|
2023
Q2 | $982K | Hold |
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|
2023
Q1 | $981K | Buy |
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|
2022
Q4 | $463K | Buy |
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|
2022
Q3 | $347K | Hold |
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|
2022
Q2 | $349K | Buy |
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