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1834 Investment Advisors’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

1834 Investment Advisors’s Portfolio FUMB Stock Details FUMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-19,800
Closed -$399K – 473
2020
Q4 		$399K Hold
19,800
– – 0.05% 142
2020
Q3 		$399K Buy
+19,800
New +$399K 0.06% 131

Other funds holding FUMB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

1834 Investment Advisors's FUMB Position: Q1 2021 in Review

1834 Investment Advisors sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2021, closing a stake of 19,800 shares — an estimated $399K sold.

1834 Investment Advisors first reported a position in FUMB in Q3 2020 and held it in 2 quarters. The position peaked at $399K in Q4 2020. 42 funds tracked by Wall St. Rank hold FUMB as of Q1 2021.

  • 1834 Investment Advisors reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q1 2021 after selling out during the quarter.
  • 1834 Investment Advisors sold 19,800 First Trust Ultra Short Duration Municipal ETF shares in Q1 2021, an estimated $399K.
  • 1834 Investment Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2020 and held it in 2 quarters.
  • 1834 Investment Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $399K in Q4 2020.
  • 42 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2021.

Based on 1834 Investment Advisors's 13F filing for Q1 2021, filed 14 May 2021.