Westside Investment 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 | $804K | Sell |
40,000
-10,000
| -20% | -$201K | 0.15% | 133 |
|
|
2025
Q1 | $1M | Hold |
50,000
| – | – | 0.21% | 109 |
|
|
2024
Q4 | $1M | Hold |
50,000
| – | – | 0.21% | 112 |
|
|
2024
Q3 | $1.01M | Hold |
50,000
| – | – | 0.21% | 114 |
|
|
2024
Q2 | $1M | Hold |
50,000
| – | – | 0.23% | 108 |
|
|
2024
Q1 | $1M | Hold |
50,000
| – | – | 0.24% | 106 |
|
|
2023
Q4 | $1M | Hold |
50,000
| – | – | 0.26% | 99 |
|
|
2023
Q3 | $996K | Hold |
50,000
| – | – | 0.29% | 91 |
|
|
2023
Q2 | $999K | Buy |
+50,000
| New | +$999K | 0.28% | 90 |
|