QWM
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Quaker Wealth Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Quaker Wealth Management’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
-10,750
Closed -$217K – 54
2021
Q3 		$217K Buy
+10,750
New +$217K 0.25% 25

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APWM
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KA
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Quaker Wealth Management's FUMB Position: Q4 2021 in Review

Quaker Wealth Management sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q4 2021, closing a stake of 10,750 shares — an estimated $217K sold.

Quaker Wealth Management first reported a position in FUMB in Q3 2021 and held it in 1 quarter. The position peaked at $217K in Q3 2021. 49 funds tracked by Wall St. Rank hold FUMB as of Q4 2021.

  • Quaker Wealth Management reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q4 2021 after selling out during the quarter.
  • Quaker Wealth Management sold 10,750 First Trust Ultra Short Duration Municipal ETF shares in Q4 2021, an estimated $217K.
  • Quaker Wealth Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2021 and held it in 1 quarter.
  • Quaker Wealth Management's First Trust Ultra Short Duration Municipal ETF position peaked at $217K in Q3 2021.
  • 49 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q4 2021.

Based on Quaker Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.