IGWM
FUMB icon

ICA Group Wealth Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

ICA Group Wealth Management’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 		$13.8K Buy
687
+5
+0.7% +$100 0.01% 427
2024
Q1 		$13.7K Buy
682
+6
+0.9% +$120 ﹤0.01% 835
2023
Q4 		$13.6K Buy
+676
New +$13.5K ﹤0.01% 815

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 $71.6B AUM 21.08% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 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

ICA Group Wealth Management's FUMB Position: Q2 2024 in Review

ICA Group Wealth Management increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 0.73% in Q2 2024, buying an estimated $100 and bringing the position to 687 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #427.

ICA Group Wealth Management first reported a position in FUMB in Q4 2023 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold FUMB as of Q2 2024.

  • ICA Group Wealth Management held 687 shares of First Trust Ultra Short Duration Municipal ETF worth $13.8K as of Q2 2024.
  • ICA Group Wealth Management bought 5 First Trust Ultra Short Duration Municipal ETF shares in Q2 2024, an estimated $100.
  • First Trust Ultra Short Duration Municipal ETF made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #427 holding.
  • ICA Group Wealth Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2023 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.