Nilsine Partners’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Nilsine Partners’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
2025 Q1	–	Sell	-234,950	Closed	-$4.72M	–	368
2024 Q4	$4.72M	Buy	234,950 +15,058	+7%	+$303K	0.51%	43
2024 Q3	$4.42M	Buy	219,892 +3,583	+2%	+$72.2K	0.57%	44
2024 Q2	$4.34M	Buy	216,309 +2,987	+1%	+$59.9K	0.58%	42
2024 Q1	$4.27M	Buy	213,322 +11,428	+6%	+$229K	0.58%	44
2023 Q4	$4.05M	Buy	201,894 +1,746	+0.9%	+$34.9K	0.62%	48
2023 Q3	$3.99M	Buy	200,148 +12,524	+7%	+$250K	0.6%	52
2023 Q2	$3.75M	Sell	187,624 -6,985	-4%	-$139K	0.55%	55
2023 Q1	$3.89M	Buy	+194,609	New	+$3.88M	0.61%	44

Other funds holding FUMB

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MFG

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Nilsine Partners's FUMB Position: Q1 2025 in Review

Nilsine Partners sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2025, closing a stake of 234,950 shares — an estimated $4.72M sold.

Nilsine Partners first reported a position in FUMB in Q1 2023 and held it in 8 quarters. The position peaked at $4.72M in Q4 2024. 83 funds tracked by Wall St. Rank hold FUMB as of Q1 2025.

Nilsine Partners reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q1 2025 after selling out during the quarter.
Nilsine Partners sold 234,950 First Trust Ultra Short Duration Municipal ETF shares in Q1 2025, an estimated $4.72M.
Nilsine Partners first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2023 and held it in 8 quarters.
Nilsine Partners's First Trust Ultra Short Duration Municipal ETF position peaked at $4.72M in Q4 2024.
83 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2025.

Based on Nilsine Partners's 13F filing for Q1 2025, filed 22 Apr 2025.