Occidental Asset Management, LLC
Position in FUMB — First Trust Ultra Short Duration Municipal ETF
CIK 1770994
Burlingame, CA
All Filings in FUMB
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FUMB | $504,157 | 25,145 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 FUMB | $504,509 | 25,150 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 FUMB | $447,225 | 22,250 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 FUMB | $416,070 | 20,700 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 FUMB | $375,870 | 18,700 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 FUMB | $365,638 | 18,200 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 FUMB | $391,139 | 19,450 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 FUMB | $390,167 | 19,450 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 FUMB | $471,100 | 23,508 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 FUMB | $586,935 | 29,259 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 FUMB | $595,249 | 29,882 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 FUMB | $525,234 | 26,288 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 FUMB | $377,153 | 18,886 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 FUMB | $199,500 | 10,000 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 FUMB | $198,200 | 10,000 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 FUMB | $199,700 | 10,000 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 FUMB | $199,600 | 10,000 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||