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

Cetera 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
2024
Q1 		$1.1M Buy
54,859
+20,291
+59% +$407K 0.01% 1115
2023
Q4 		$693K Buy
34,568
+23,451
+211% +$469K 0.01% 946
2023
Q3 		$221K Buy
+11,117
New +$222K ﹤0.01% 1488

Other funds holding FUMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Rockefeller Capital Management
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
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
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

Cetera Advisors's FUMB Position: Q1 2024 in Review

Cetera Advisors increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 59% in Q1 2024, buying an estimated $407K and bringing the position to 54,859 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1115.

Cetera Advisors first reported a position in FUMB in Q3 2023 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold FUMB as of Q1 2024.

  • Cetera Advisors held 54,859 shares of First Trust Ultra Short Duration Municipal ETF worth $1.1M as of Q1 2024.
  • Cetera Advisors bought 20,291 First Trust Ultra Short Duration Municipal ETF shares in Q1 2024, an estimated $407K.
  • First Trust Ultra Short Duration Municipal ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1115 holding.
  • Cetera Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2023 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2024.

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