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Ausdal Financial Partners’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Ausdal Financial Partners’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
2024
Q3 		– Sell
-16,750
Closed -$336K – 528
2024
Q2 		$336K Buy
16,750
+186
+1% +$3.73K 0.04% 363
2024
Q1 		$332K Sell
16,564
-2,298
-12% -$46.1K 0.04% 352
2023
Q4 		$378K Sell
18,862
-3,863
-17% -$77.3K 0.05% 303
2023
Q3 		$453K Sell
22,725
-363
-2% -$7.25K 0.06% 256
2023
Q2 		$461K Buy
23,088
+85
+0.4% +$1.7K 0.06% 258
2023
Q1 		$459K Sell
23,003
-3,451
-13% -$68.9K 0.06% 259
2022
Q4 		$528K Sell
26,454
-34,100
-56% -$679K 0.08% 238
2022
Q3 		$1.2M Buy
60,554
+8,474
+16% +$169K 0.19% 131
2022
Q2 		$1.04M Buy
52,080
+30,813
+145% +$615K 0.16% 170
2022
Q1 		$424K Buy
+21,267
New +$427K 0.06% 305
2021
Q4 		– Sell
-10,457
Closed -$211K – 501
2021
Q3 		$211K Sell
10,457
-11,780
-53% -$238K 0.03% 437
2021
Q2 		$449K Buy
22,237
+1,872
+9% +$37.8K 0.07% 276
2021
Q1 		$411K Buy
20,365
+9,908
+95% +$200K 0.07% 274
2020
Q4 		$211K Buy
+10,457
New +$211K 0.04% 375

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NA
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Rockefeller Capital Management
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MFG
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Ausdal Financial Partners's FUMB Position: Q3 2024 in Review

Ausdal Financial Partners sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q3 2024, closing a stake of 16,750 shares — an estimated $336K sold.

Ausdal Financial Partners first reported a position in FUMB in Q4 2020 and held it in 14 quarters. The position peaked at $1.2M in Q3 2022. 79 funds tracked by Wall St. Rank hold FUMB as of Q3 2024.

  • Ausdal Financial Partners reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q3 2024 after selling out during the quarter.
  • Ausdal Financial Partners sold 16,750 First Trust Ultra Short Duration Municipal ETF shares in Q3 2024, an estimated $336K.
  • Ausdal Financial Partners first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2020 and held it in 14 quarters.
  • Ausdal Financial Partners's First Trust Ultra Short Duration Municipal ETF position peaked at $1.2M in Q3 2022.
  • 79 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q3 2024.

Based on Ausdal Financial Partners's 13F filing for Q3 2024, filed 4 Oct 2024.