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

First Horizon 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	–	Sell	-1,765	Closed	-$35.4K	–	2327
2023 Q4	$35.4K	Sell	1,765 -98	-5%	-$1.96K	﹤0.01%	1096
2023 Q3	$37.1K	Hold	1,863	–	–	﹤0.01%	979
2023 Q2	$37.2K	Sell	1,863 -50	-3%	-$998	﹤0.01%	1018
2023 Q1	$38.2K	Sell	1,913 -12,996	-87%	-$259K	﹤0.01%	1008
2022 Q4	$297K	Buy	14,909 +163	+1%	+$3.24K	0.01%	387
2022 Q3	$292K	Sell	14,746 -3,269	-18%	-$65.2K	0.01%	380
2022 Q2	$360K	Buy	+18,015	New	+$359K	0.01%	365

Other funds holding FUMB

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

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

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

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

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

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

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

First Horizon Advisors's FUMB Position: Q1 2024 in Review

First Horizon Advisors sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2024, closing a stake of 1,765 shares — an estimated $35.4K sold.

First Horizon Advisors first reported a position in FUMB in Q2 2022 and held it in 7 quarters. The position peaked at $360K in Q2 2022. 83 funds tracked by Wall St. Rank hold FUMB as of Q1 2024.

First Horizon Advisors reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q1 2024 after selling out during the quarter.
First Horizon Advisors sold 1,765 First Trust Ultra Short Duration Municipal ETF shares in Q1 2024, an estimated $35.4K.
First Horizon Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2022 and held it in 7 quarters.
First Horizon Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $360K in Q2 2022.
83 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2024.

Based on First Horizon Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.