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Journey Strategic Wealth’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Journey Strategic Wealth’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
2022
Q4 		– Sell
-11,960
Closed -$237K – 251
2022
Q3 		$237K Sell
11,960
-11,347
-49% -$226K 0.03% 131
2022
Q2 		$465K Buy
+23,307
New +$465K 0.06% 62

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Morgan Stanley
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return

Journey Strategic Wealth's FUMB Position: Q4 2022 in Review

Journey Strategic Wealth sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q4 2022, closing a stake of 11,960 shares — an estimated $237K sold.

Journey Strategic Wealth first reported a position in FUMB in Q2 2022 and held it in 2 quarters. The position peaked at $465K in Q2 2022. 84 funds tracked by Wall St. Rank hold FUMB as of Q4 2022.

  • Journey Strategic Wealth reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q4 2022 after selling out during the quarter.
  • Journey Strategic Wealth sold 11,960 First Trust Ultra Short Duration Municipal ETF shares in Q4 2022, an estimated $237K.
  • Journey Strategic Wealth first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2022 and held it in 2 quarters.
  • Journey Strategic Wealth's First Trust Ultra Short Duration Municipal ETF position peaked at $465K in Q2 2022.
  • 84 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q4 2022.

Based on Journey Strategic Wealth's 13F filing for Q4 2022, filed 14 Feb 2023.