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

Kingsview 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
2023 Q4	–	Sell	-16,470	Closed	-$328K	–	972
2023 Q3	$328K	Hold	16,470	–	–	0.01%	727
2023 Q2	$329K	Hold	16,470	–	–	0.01%	717
2023 Q1	$329K	Hold	16,470	–	–	0.01%	685
2022 Q4	$329K	Sell	16,470 -14,865	-47%	-$296K	0.01%	633
2022 Q3	$621K	Buy	31,335 +14,865	+90%	+$297K	0.03%	449
2022 Q2	$329K	Sell	16,470 -9,280	-36%	-$185K	0.02%	636
2022 Q1	$514K	Hold	25,750	–	–	0.02%	566
2021 Q4	$519K	Hold	25,750	–	–	0.02%	564
2021 Q3	$519K	Buy	+25,750	New	+$520K	0.02%	536

Other funds holding FUMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

Kingsview Wealth Management's FUMB Position: Q4 2023 in Review

Kingsview Wealth Management sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q4 2023, closing a stake of 16,470 shares — an estimated $328K sold.

Kingsview Wealth Management first reported a position in FUMB in Q3 2021 and held it in 9 quarters. The position peaked at $621K in Q3 2022. 95 funds tracked by Wall St. Rank hold FUMB as of Q4 2023.

Kingsview Wealth Management reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q4 2023 after selling out during the quarter.
Kingsview Wealth Management sold 16,470 First Trust Ultra Short Duration Municipal ETF shares in Q4 2023, an estimated $328K.
Kingsview Wealth Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2021 and held it in 9 quarters.
Kingsview Wealth Management's First Trust Ultra Short Duration Municipal ETF position peaked at $621K in Q3 2022.
95 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.