American Portfolios Advisors’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

American Portfolios 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
2022 Q3	$350K	Buy	17,678 +10,001	+130%	+$200K	0.01%	785
2022 Q2	$153K	Buy	+7,677	New	+$153K	0.01%	1176
2020 Q4	–	Sell	-1,000	Closed	-$20.1K	–	3026
2020 Q3	$20.1K	Hold	1,000	–	–	﹤0.01%	1698
2020 Q2	$20.1K	Hold	1,000	–	–	﹤0.01%	1637
2020 Q1	$20.1K	Hold	1,000	–	–	﹤0.01%	1527
2019 Q4	$20.1K	Buy	+1,000	New	+$20.1K	﹤0.01%	1719

Other funds holding FUMB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

APWM

Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SAM

Strategy Asset Managers Pasadena, California $609M AUM 32.56% 1-Year Est. Return

American Portfolios Advisors's FUMB Position: Q3 2022 in Review

American Portfolios Advisors increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 130% in Q3 2022, buying an estimated $200K and bringing the position to 17,678 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #785.

American Portfolios Advisors first reported a position in FUMB in Q4 2019 and has held it in 6 quarters since. 77 funds tracked by Wall St. Rank hold FUMB as of Q3 2022.

American Portfolios Advisors held 17,678 shares of First Trust Ultra Short Duration Municipal ETF worth $350K as of Q3 2022.
American Portfolios Advisors bought 10,001 First Trust Ultra Short Duration Municipal ETF shares in Q3 2022, an estimated $200K.
First Trust Ultra Short Duration Municipal ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #785 holding.
American Portfolios Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2019 and has held it in 6 quarters since.
77 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.