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Belpointe Asset Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-1,002
Closed -$20K – 1591
2023
Q1 		$20K Buy
+1,002
New +$20K ﹤0.01% 2309

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RJFSA
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NA
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APWM
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Osaic Holdings
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Belpointe Asset Management's FUMB Position: Q2 2023 in Review

Belpointe Asset Management sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q2 2023, closing a stake of 1,002 shares — an estimated $20K sold.

Belpointe Asset Management first reported a position in FUMB in Q1 2023 and held it in 1 quarter. The position peaked at $20K in Q1 2023. 88 funds tracked by Wall St. Rank hold FUMB as of Q2 2023.

  • Belpointe Asset Management reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,002 First Trust Ultra Short Duration Municipal ETF shares in Q2 2023, an estimated $20K.
  • Belpointe Asset Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's First Trust Ultra Short Duration Municipal ETF position peaked at $20K in Q1 2023.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.