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Householder Group Estate & Retirement Specialist’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Householder Group Estate & Retirement Specialist’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
-1,237
Closed -$24.8K – 1249
2024
Q1 		$24.8K Buy
1,237
+10
+0.8% +$201 0.01% 626
2023
Q4 		$24K Buy
1,227
+66
+6% +$1.32K 0.01% 601
2023
Q3 		$23.1K Buy
+1,161
New +$23.2K 0.01% 605
2023
Q1 		$23K Buy
+1,148
New +$22.9K 0.01% 610

Other funds holding FUMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Rockefeller Capital Management
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Osaic Holdings
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

Householder Group Estate & Retirement Specialist's FUMB Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q2 2024, closing a stake of 1,237 shares — an estimated $24.8K sold.

Householder Group Estate & Retirement Specialist first reported a position in FUMB in Q1 2023 and held it in 4 quarters. The position peaked at $24.8K in Q1 2024. 82 funds tracked by Wall St. Rank hold FUMB as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,237 First Trust Ultra Short Duration Municipal ETF shares in Q2 2024, an estimated $24.8K.
  • Householder Group Estate & Retirement Specialist first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2023 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's First Trust Ultra Short Duration Municipal ETF position peaked at $24.8K in Q1 2024.
  • 82 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.