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

HighTower 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
2023
Q4 		– Sell
-51,183
Closed -$1.02M – 3712
2023
Q3 		$1.02M Sell
51,183
-6,227
-11% -$124K ﹤0.01% 1756
2023
Q2 		$1.15M Sell
57,410
-1,004,823
-95% -$20.1M ﹤0.01% 1677
2023
Q1 		$21.2M Sell
1,062,233
-36,230
-3% -$723K 0.05% 384
2022
Q4 		$21.9M Buy
1,098,463
+44,787
+4% +$891K 0.05% 369
2022
Q3 		$20.9M Buy
1,053,676
+484,528
+85% +$9.67M 0.06% 325
2022
Q2 		$11.4M Buy
569,148
+22,863
+4% +$456K 0.03% 530
2022
Q1 		$10.9M Sell
546,285
-13,993
-2% -$281K 0.02% 591
2021
Q4 		$11.3M Sell
560,278
-16,999
-3% -$343K 0.02% 560
2021
Q3 		$11.6M Sell
577,277
-110,763
-16% -$2.24M 0.03% 484
2021
Q2 		$13.9M Buy
688,040
+580,015
+537% +$11.7M 0.04% 404
2021
Q1 		$2.18M Buy
108,025
+55,511
+106% +$1.12M 0.01% 1088
2020
Q4 		$1.06M Buy
+52,514
New +$1.06M ﹤0.01% 1235

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RJFSA
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Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

HighTower Advisors's FUMB Position: Q4 2023 in Review

HighTower Advisors sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q4 2023, closing a stake of 51,183 shares — an estimated $1.02M sold.

HighTower Advisors first reported a position in FUMB in Q4 2020 and held it in 12 quarters. The position peaked at $21.9M in Q4 2022. 95 funds tracked by Wall St. Rank hold FUMB as of Q4 2023.

  • HighTower Advisors reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q4 2023 after selling out during the quarter.
  • HighTower Advisors sold 51,183 First Trust Ultra Short Duration Municipal ETF shares in Q4 2023, an estimated $1.02M.
  • HighTower Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2020 and held it in 12 quarters.
  • HighTower Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $21.9M in Q4 2022.
  • 95 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q4 2023.

Based on HighTower Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.