Visionary Wealth Advisors’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 | – | Sell |
-31,426
| Closed | -$632K | – | 578 |
|
|
2025
Q1 | $632K | Buy |
31,426
+2,194
| +8% | +$44.1K | 0.04% | 312 |
|
|
2024
Q4 | $587K | Buy |
29,232
+1,613
| +6% | +$32.4K | 0.03% | 329 |
|
|
2024
Q3 | $556K | Buy |
27,619
+415
| +2% | +$8.35K | 0.03% | 332 |
|
|
2024
Q2 | $546K | Buy |
27,204
+523
| +2% | +$10.5K | 0.04% | 317 |
|
|
2024
Q1 | $535K | Sell |
26,681
-23,646
| -47% | -$474K | 0.04% | 312 |
|
|
2023
Q4 | $1.01M | Sell |
50,327
-2,904
| -5% | -$58.3K | 0.07% | 225 |
|
|
2023
Q3 | $1.06M | Sell |
53,231
-6,701
| -11% | -$133K | 0.09% | 202 |
|
|
2023
Q2 | $1.2M | Buy |
+59,932
| New | +$1.2M | 0.1% | 190 |
|