Total Clarity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Sell |
10,139
-5,587
| -36% | -$112K | 0.06% | 274 |
|
|
2025
Q1 | $316K | Hold |
15,726
| – | – | 0.1% | 188 |
|
|
2024
Q4 | $316K | Hold |
15,726
| – | – | 0.1% | 188 |
|
|
2024
Q3 | $316K | Sell |
15,726
-2,230
| -12% | -$44.9K | 0.1% | 189 |
|
|
2024
Q2 | $360K | Hold |
17,956
| – | – | 0.13% | 163 |
|
|
2024
Q1 | $360K | Hold |
17,956
| – | – | 0.13% | 180 |
|
|
2023
Q4 | $360K | Buy |
+17,956
| New | +$360K | 0.15% | 157 |
|