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

Perennial 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
2021
Q4 		– Sell
-16,608
Closed -$334K – 235
2021
Q3 		$334K Buy
+16,608
New +$335K 0.12% 157
2021
Q1 		– Sell
-10,214
Closed -$206K – 206
2020
Q4 		$206K Buy
+10,214
New +$206K 0.09% 159

Other funds holding FUMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Perennial Investment Advisors's FUMB Position: Q4 2021 in Review

Perennial Investment Advisors sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q4 2021, closing a stake of 16,608 shares — an estimated $334K sold.

Perennial Investment Advisors first reported a position in FUMB in Q4 2020 and held it in 2 quarters. The position peaked at $334K in Q3 2021. 49 funds tracked by Wall St. Rank hold FUMB as of Q4 2021.

  • Perennial Investment Advisors reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q4 2021 after selling out during the quarter.
  • Perennial Investment Advisors sold 16,608 First Trust Ultra Short Duration Municipal ETF shares in Q4 2021, an estimated $334K.
  • Perennial Investment Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2020 and held it in 2 quarters.
  • Perennial Investment Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $334K in Q3 2021.
  • 49 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q4 2021.

Based on Perennial Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.