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Ladenburg Thalmann Financial Services’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$634K Buy
31,507
+17,882
+131% +$360K ﹤0.01% 1615
2019
Q3 		$274K Buy
13,625
+7,250
+114% +$146K ﹤0.01% 2235
2019
Q2 		$128K Hold
6,375
– – ﹤0.01% 2796
2019
Q1 		$128K Buy
6,375
+2,500
+65% +$50.1K ﹤0.01% 2730
2018
Q4 		$78K Buy
+3,875
New +$77.8K ﹤0.01% 2931

Other funds holding FUMB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCM
Brasada Capital Management Houston, Texas $545M AUM 18.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ladenburg Thalmann Financial Services's FUMB Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 131% in Q4 2019, buying an estimated $360K and bringing the position to 31,507 shares worth $634K. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

Ladenburg Thalmann Financial Services first reported a position in FUMB in Q4 2018 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold FUMB as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 31,507 shares of First Trust Ultra Short Duration Municipal ETF worth $634K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 17,882 First Trust Ultra Short Duration Municipal ETF shares in Q4 2019, an estimated $360K.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1615 holding.
  • Ladenburg Thalmann Financial Services first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2018 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.