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Independent Financial Group’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Independent Financial Group’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
-12,363
Closed -$248K – 1032
2023
Q4 		$248K Hold
12,363
– – 0.01% 805
2023
Q3 		$246K Buy
12,363
+283
+2% +$5.65K 0.02% 756
2023
Q2 		$241K Buy
+12,080
New +$241K 0.02% 749

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

Independent Financial Group's FUMB Position: Q1 2024 in Review

Independent Financial Group sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2024, closing a stake of 12,363 shares — an estimated $248K sold.

Independent Financial Group first reported a position in FUMB in Q2 2023 and held it in 3 quarters. The position peaked at $248K in Q4 2023. 83 funds tracked by Wall St. Rank hold FUMB as of Q1 2024.

  • Independent Financial Group reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q1 2024 after selling out during the quarter.
  • Independent Financial Group sold 12,363 First Trust Ultra Short Duration Municipal ETF shares in Q1 2024, an estimated $248K.
  • Independent Financial Group first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2023 and held it in 3 quarters.
  • Independent Financial Group's First Trust Ultra Short Duration Municipal ETF position peaked at $248K in Q4 2023.
  • 83 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2024.

Based on Independent Financial Group's 13F filing for Q1 2024, filed 12 Jun 2026.