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

McNamara 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
2022 Q4	–	Sell	-16,729	Closed	-$332K	–	64
2022 Q3	$332K	Buy	16,729 +2,907	+21%	+$58K	0.1%	44
2022 Q2	$276K	Hold	13,822	–	–	0.08%	53
2022 Q1	$276K	Hold	13,822	–	–	0.07%	51
2021 Q4	$279K	Hold	13,822	–	–	0.07%	52
2021 Q3	$279K	Hold	13,822	–	–	0.08%	49
2021 Q2	$279K	Hold	13,822	–	–	0.08%	49
2021 Q1	$279K	Hold	13,822	–	–	0.09%	40
2020 Q4	$278K	Hold	13,822	–	–	0.09%	39
2020 Q3	$278K	Hold	13,822	–	–	0.09%	39
2020 Q2	$278K	Buy	+13,822	New	+$278K	0.1%	39

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

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

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

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

McNamara Financial Services's FUMB Position: Q4 2022 in Review

McNamara Financial Services sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q4 2022, closing a stake of 16,729 shares — an estimated $332K sold.

McNamara Financial Services first reported a position in FUMB in Q2 2020 and held it in 10 quarters. The position peaked at $332K in Q3 2022. 84 funds tracked by Wall St. Rank hold FUMB as of Q4 2022.

McNamara Financial Services reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q4 2022 after selling out during the quarter.
McNamara Financial Services sold 16,729 First Trust Ultra Short Duration Municipal ETF shares in Q4 2022, an estimated $332K.
McNamara Financial Services first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2020 and held it in 10 quarters.
McNamara Financial Services's First Trust Ultra Short Duration Municipal ETF position peaked at $332K in Q3 2022.
84 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q4 2022.

Based on McNamara Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.