HBW Advisory Services’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

HBW Advisory Services’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 Q2	–	Sell	-10,503	Closed	-$211K	–	348
2024 Q1	$211K	Hold	10,503	–	–	0.04%	283
2023 Q4	$211K	Sell	10,503 -1,589	-13%	-$31.8K	0.04%	283
2023 Q3	$241K	Buy	+12,092	New	+$241K	0.05%	241
2022 Q4	–	Sell	-18,702	Closed	-$371K	–	263
2022 Q3	$371K	Buy	+18,702	New	+$373K	0.1%	172

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

MFG

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

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

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

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

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

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

HBW Advisory Services's FUMB Position: Q2 2024 in Review

HBW Advisory Services sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q2 2024, closing a stake of 10,503 shares — an estimated $211K sold.

HBW Advisory Services first reported a position in FUMB in Q3 2022 and held it in 4 quarters. The position peaked at $371K in Q3 2022. 82 funds tracked by Wall St. Rank hold FUMB as of Q2 2024.

HBW Advisory Services reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q2 2024 after selling out during the quarter.
HBW Advisory Services sold 10,503 First Trust Ultra Short Duration Municipal ETF shares in Q2 2024, an estimated $211K.
HBW Advisory Services first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2022 and held it in 4 quarters.
HBW Advisory Services's First Trust Ultra Short Duration Municipal ETF position peaked at $371K in Q3 2022.
82 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2024.

Based on HBW Advisory Services's 13F filing for Q2 2024, filed 5 Jul 2024.