Cetera Advisor Networks’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Cetera Advisor Networks’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 Q1	$204K	Buy	+10,186	New	+$204K	﹤0.01%	2579
2023 Q2	–	Sell	-50,791	Closed	-$1.01M	–	2643
2023 Q1	$1.01M	Sell	50,791 -8,479	-14%	-$169K	0.01%	1228
2022 Q4	$1.18M	Buy	59,270 +41,575	+235%	+$827K	0.01%	1089
2022 Q3	$351K	Buy	17,695 +31	+0.2%	+$618	﹤0.01%	1503
2022 Q2	$353K	Buy	+17,664	New	+$352K	﹤0.01%	1512
2020 Q3	–	Sell	-34	Closed	-$1K	–	1882
2020 Q2	$1K	Buy	+34	New	+$684	﹤0.01%	3333

Other funds holding FUMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

RJFSA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

Cetera Advisor Networks's FUMB Position: Q1 2024 in Review

Cetera Advisor Networks opened a new position in First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2024: 10,186 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #2579 among its holdings. This is a return to the name: Cetera Advisor Networks previously reported a position in FUMB as recently as Q1 2023.

Cetera Advisor Networks first reported a position in FUMB in Q2 2020 and has held it in 6 quarters since. The position peaked at $1.18M in Q4 2022. 83 funds tracked by Wall St. Rank hold FUMB as of Q1 2024.

Cetera Advisor Networks held 10,186 shares of First Trust Ultra Short Duration Municipal ETF worth $204K as of Q1 2024.
First Trust Ultra Short Duration Municipal ETF was a new Cetera Advisor Networks position in Q1 2024.
First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2579 holding.
Cetera Advisor Networks first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2020 and has held it in 6 quarters since.
Cetera Advisor Networks's First Trust Ultra Short Duration Municipal ETF position peaked at $1.18M in Q4 2022.
83 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.