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CreativeOne Wealth’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

CreativeOne Wealth’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
Q2 		– Sell
-18,121
Closed -$362K – 854
2023
Q1 		$362K Buy
+18,121
New +$362K 0.02% 561

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RJFSA
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NA
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APWM
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Royal Bank of Canada
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Osaic Holdings
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CreativeOne Wealth's FUMB Position: Q2 2023 in Review

CreativeOne Wealth sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q2 2023, closing a stake of 18,121 shares — an estimated $362K sold.

CreativeOne Wealth first reported a position in FUMB in Q1 2023 and held it in 1 quarter. The position peaked at $362K in Q1 2023. 88 funds tracked by Wall St. Rank hold FUMB as of Q2 2023.

  • CreativeOne Wealth reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q2 2023 after selling out during the quarter.
  • CreativeOne Wealth sold 18,121 First Trust Ultra Short Duration Municipal ETF shares in Q2 2023, an estimated $362K.
  • CreativeOne Wealth first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2023 and held it in 1 quarter.
  • CreativeOne Wealth's First Trust Ultra Short Duration Municipal ETF position peaked at $362K in Q1 2023.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2023.

Based on CreativeOne Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.