5L
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55I LLC’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

55I LLC’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
2022
Q1 		– Sell
-9,925
Closed -$200K – 524
2021
Q4 		$200K Buy
+9,925
New +$200K 0.01% 477

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $609M AUM 32.56% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

55I LLC's FUMB Position: Q1 2022 in Review

55I LLC sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2022, closing a stake of 9,925 shares — an estimated $200K sold.

55I LLC first reported a position in FUMB in Q4 2021 and held it in 1 quarter. The position peaked at $200K in Q4 2021. 52 funds tracked by Wall St. Rank hold FUMB as of Q1 2022.

  • 55I LLC reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q1 2022 after selling out during the quarter.
  • 55I LLC sold 9,925 First Trust Ultra Short Duration Municipal ETF shares in Q1 2022, an estimated $200K.
  • 55I LLC first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2021 and held it in 1 quarter.
  • 55I LLC's First Trust Ultra Short Duration Municipal ETF position peaked at $200K in Q4 2021.
  • 52 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2022.

Based on 55I LLC's 13F filing for Q1 2022, filed 11 May 2022.