Patriot Financial Group Insurance Agency’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Patriot Financial Group Insurance Agency’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 Q2	–	Sell	-865	Closed	-$17K	–	2071
2022 Q1	$17K	Hold	865	–	–	﹤0.01%	1150
2021 Q4	$17K	Hold	865	–	–	﹤0.01%	1283
2021 Q3	$17K	Sell	865 -587	-40%	-$11.8K	﹤0.01%	1287
2021 Q2	$29K	Hold	1,452	–	–	0.01%	1030
2021 Q1	$29K	Buy	1,452 +120	+9%	+$2.42K	0.01%	963
2020 Q4	$27K	Sell	1,332 -273	-17%	-$5.5K	0.01%	883
2020 Q3	$32K	Buy	1,605 +78	+5%	+$1.57K	0.01%	648
2020 Q2	$31K	Buy	+1,527	New	+$30.7K	0.01%	626

Other funds holding FUMB

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

APWM

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

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

RJA

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

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's FUMB Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q2 2022, closing a stake of 865 shares — an estimated $17K sold.

Patriot Financial Group Insurance Agency first reported a position in FUMB in Q2 2020 and held it in 8 quarters. The position peaked at $32K in Q3 2020. 66 funds tracked by Wall St. Rank hold FUMB as of Q2 2022.

Patriot Financial Group Insurance Agency reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q2 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 865 First Trust Ultra Short Duration Municipal ETF shares in Q2 2022, an estimated $17K.
Patriot Financial Group Insurance Agency first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2020 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's First Trust Ultra Short Duration Municipal ETF position peaked at $32K in Q3 2020.
66 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.