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Hobart Private Capital’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Hobart Private Capital’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
-10,925
Closed -$219K – 64
2023
Q4 		$219K Buy
+10,925
New +$219K 0.07% 57

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NA
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RJFSA
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Commonwealth Equity Services
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Royal Bank of Canada
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFG
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NP
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Hobart Private Capital's FUMB Position: Q1 2024 in Review

Hobart Private Capital sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2024, closing a stake of 10,925 shares — an estimated $219K sold.

Hobart Private Capital first reported a position in FUMB in Q4 2023 and held it in 1 quarter. The position peaked at $219K in Q4 2023. 83 funds tracked by Wall St. Rank hold FUMB as of Q1 2024.

  • Hobart Private Capital reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q1 2024 after selling out during the quarter.
  • Hobart Private Capital sold 10,925 First Trust Ultra Short Duration Municipal ETF shares in Q1 2024, an estimated $219K.
  • Hobart Private Capital first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2023 and held it in 1 quarter.
  • Hobart Private Capital's First Trust Ultra Short Duration Municipal ETF position peaked at $219K in Q4 2023.
  • 83 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2024.

Based on Hobart Private Capital's 13F filing for Q1 2024, filed 15 Apr 2024.