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Key Client Fiduciary Advisors’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Key Client Fiduciary Advisors’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
Q3 		– Sell
-14,360
Closed -$287K – 113
2022
Q2 		$287K Buy
+14,360
New +$286K 0.28% 85

Other funds holding FUMB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $609M AUM 32.56% 1-Year Est. Return

Key Client Fiduciary Advisors's FUMB Position: Q3 2022 in Review

Key Client Fiduciary Advisors sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q3 2022, closing a stake of 14,360 shares — an estimated $287K sold.

Key Client Fiduciary Advisors first reported a position in FUMB in Q2 2022 and held it in 1 quarter. The position peaked at $287K in Q2 2022. 77 funds tracked by Wall St. Rank hold FUMB as of Q3 2022.

  • Key Client Fiduciary Advisors reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q3 2022 after selling out during the quarter.
  • Key Client Fiduciary Advisors sold 14,360 First Trust Ultra Short Duration Municipal ETF shares in Q3 2022, an estimated $287K.
  • Key Client Fiduciary Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2022 and held it in 1 quarter.
  • Key Client Fiduciary Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $287K in Q2 2022.
  • 77 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q3 2022.

Based on Key Client Fiduciary Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.