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

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-2,942	Closed	-$59.1K	–	900
2024 Q4	$59.1K	Buy	2,942 +2,109	+253%	+$42.4K	0.01%	537
2024 Q3	$16.8K	Sell	833 -905	-52%	-$18.2K	﹤0.01%	928
2024 Q2	$34.9K	Buy	+1,738	New	+$34.9K	0.01%	589
2023 Q4	$37.1K	Buy	1,849 +1,661	+884%	+$33.2K	0.01%	565
2023 Q3	$3.75K	Sell	188 -2,092	-92%	-$41.8K	﹤0.01%	766
2023 Q2	$45.5K	Buy	+2,280	New	+$45.5K	0.01%	407
2023 Q1	–	Sell	-188	Closed	-$3.75K	–	539
2022 Q4	$3.75K	Buy	+188	New	+$3.74K	﹤0.01%	770

Other funds holding FUMB

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MFG

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Coppell Advisory Solutions's FUMB Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2025, closing a stake of 2,942 shares — an estimated $59.1K sold.

Coppell Advisory Solutions first reported a position in FUMB in Q4 2022 and held it in 7 quarters. The position peaked at $59.1K in Q4 2024. 83 funds tracked by Wall St. Rank hold FUMB as of Q1 2025.

Coppell Advisory Solutions reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 2,942 First Trust Ultra Short Duration Municipal ETF shares in Q1 2025, an estimated $59.1K.
Coppell Advisory Solutions first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's First Trust Ultra Short Duration Municipal ETF position peaked at $59.1K in Q4 2024.
83 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.