Comprehensive Financial Consultants Institutional’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q1	–	Sell	-4,162	Closed	-$83K	–	271
2021 Q4	$83K	Buy	+4,162	New	+$83.9K	0.05%	197

Other funds holding FUMB

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

RJFSA

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

RJA

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

APWM

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

SAM

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

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

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

Comprehensive Financial Consultants Institutional's FUMB Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2022, closing a stake of 4,162 shares — an estimated $83K sold.

Comprehensive Financial Consultants Institutional first reported a position in FUMB in Q4 2021 and held it in 1 quarter. The position peaked at $83K in Q4 2021. 52 funds tracked by Wall St. Rank hold FUMB as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 4,162 First Trust Ultra Short Duration Municipal ETF shares in Q1 2022, an estimated $83K.
Comprehensive Financial Consultants Institutional first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's First Trust Ultra Short Duration Municipal ETF position peaked at $83K in Q4 2021.
52 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.