Stifel Financial’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 | $1.36M | Sell |
67,641
-23,162
| -26% | -$466K | ﹤0.01% | 2114 |
|
2025
Q1 | $1.82M | Sell |
90,803
-17,143
| -16% | -$344K | ﹤0.01% | 1825 |
|
2024
Q4 | $2.17M | Buy |
107,946
+20,782
| +24% | +$418K | ﹤0.01% | 1715 |
|
2024
Q3 | $1.75M | Sell |
87,164
-1,487
| -2% | -$29.9K | ﹤0.01% | 1863 |
|
2024
Q2 | $1.78M | Buy |
88,651
+70,862
| +398% | +$1.42M | ﹤0.01% | 1798 |
|
2024
Q1 | $356K | Sell |
17,789
-6,867
| -28% | -$138K | ﹤0.01% | 2803 |
|
2023
Q4 | $495K | Sell |
24,656
-28,726
| -54% | -$576K | ﹤0.01% | 2564 |
|
2023
Q3 | $1.06M | Buy |
53,382
+8,383
| +19% | +$167K | ﹤0.01% | 2011 |
|
2023
Q2 | $899K | Buy |
44,999
+13,980
| +45% | +$279K | ﹤0.01% | 2152 |
|
2023
Q1 | $619K | Sell |
31,019
-4,268
| -12% | -$85.2K | ﹤0.01% | 2393 |
|
2022
Q4 | $704K | Buy |
+35,287
| New | +$704K | ﹤0.01% | 2266 |
|
2021
Q1 | – | Sell |
-52,432
| Closed | -$1.06M | – | 3237 |
|
2020
Q4 | $1.06M | Buy |
+52,432
| New | +$1.06M | ﹤0.01% | 1797 |
|