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Raleigh Capital Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Raleigh Capital 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
2022
Q4 		– Sell
-1,564
Closed -$31K – 810
2022
Q3 		$31K Sell
1,564
-22
-1% -$439 0.02% 259
2022
Q2 		$32K Sell
1,586
-3,253
-67% -$64.9K 0.02% 267
2022
Q1 		$97K Buy
+4,839
New +$97.1K 0.05% 220

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RJFSA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return

Raleigh Capital Management's FUMB Position: Q4 2022 in Review

Raleigh Capital Management sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q4 2022, closing a stake of 1,564 shares — an estimated $31K sold.

Raleigh Capital Management first reported a position in FUMB in Q1 2022 and held it in 3 quarters. The position peaked at $97K in Q1 2022. 84 funds tracked by Wall St. Rank hold FUMB as of Q4 2022.

  • Raleigh Capital Management reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q4 2022 after selling out during the quarter.
  • Raleigh Capital Management sold 1,564 First Trust Ultra Short Duration Municipal ETF shares in Q4 2022, an estimated $31K.
  • Raleigh Capital Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2022 and held it in 3 quarters.
  • Raleigh Capital Management's First Trust Ultra Short Duration Municipal ETF position peaked at $97K in Q1 2022.
  • 84 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q4 2022.

Based on Raleigh Capital Management's 13F filing for Q4 2022, filed 7 Feb 2023.