OneDigital Investment Advisors’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

OneDigital Investment 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
2020 Q4	–	Sell	-32,710	Closed	-$659K	–	704
2020 Q3	$659K	Sell	32,710 -19,674	-38%	-$397K	0.05%	255
2020 Q2	$1.05M	Buy	52,384 +324	+0.6%	+$6.52K	0.08%	203
2020 Q1	$1.05M	Buy	+52,060	New	+$1.05M	0.09%	187

Other funds holding FUMB

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

APWM

Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

OneDigital Investment Advisors's FUMB Position: Q4 2020 in Review

OneDigital Investment Advisors sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q4 2020, closing a stake of 32,710 shares — an estimated $659K sold.

OneDigital Investment Advisors first reported a position in FUMB in Q1 2020 and held it in 3 quarters. The position peaked at $1.05M in Q2 2020. 47 funds tracked by Wall St. Rank hold FUMB as of Q4 2020.

OneDigital Investment Advisors reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q4 2020 after selling out during the quarter.
OneDigital Investment Advisors sold 32,710 First Trust Ultra Short Duration Municipal ETF shares in Q4 2020, an estimated $659K.
OneDigital Investment Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2020 and held it in 3 quarters.
OneDigital Investment Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $1.05M in Q2 2020.
47 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q4 2020.

Based on OneDigital Investment Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.