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Coppell Advisory Solutions Corp’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-188
Closed -$3.75K – 539
2022
Q4 		$3.75K Buy
+188
New +$3.74K ﹤0.01% 770

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Coppell Advisory Solutions Corp's FUMB Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2023, closing a stake of 188 shares — an estimated $3.75K sold.

Coppell Advisory Solutions Corp first reported a position in FUMB in Q4 2022 and held it in 1 quarter. The position peaked at $3.75K in Q4 2022. 90 funds tracked by Wall St. Rank hold FUMB as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 188 First Trust Ultra Short Duration Municipal ETF shares in Q1 2023, an estimated $3.75K.
  • Coppell Advisory Solutions Corp first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's First Trust Ultra Short Duration Municipal ETF position peaked at $3.75K in Q4 2022.
  • 90 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.